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Research Methodology – Types, Examples and writing Guide

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Research Methodology

Definition:

Research Methodology refers to the systematic and scientific approach used to conduct research, investigate problems, and gather data and information for a specific purpose. It involves the techniques and procedures used to identify, collect , analyze , and interpret data to answer research questions or solve research problems . Moreover, They are philosophical and theoretical frameworks that guide the research process.

Structure of Research Methodology

Research methodology formats can vary depending on the specific requirements of the research project, but the following is a basic example of a structure for a research methodology section:

I. Introduction

• Provide an overview of the research problem and the need for a research methodology section
• Outline the main research questions and objectives

II. Research Design

• Explain the research design chosen and why it is appropriate for the research question(s) and objectives
• Discuss any alternative research designs considered and why they were not chosen
• Describe the research setting and participants (if applicable)

III. Data Collection Methods

• Describe the methods used to collect data (e.g., surveys, interviews, observations)
• Explain how the data collection methods were chosen and why they are appropriate for the research question(s) and objectives
• Detail any procedures or instruments used for data collection

IV. Data Analysis Methods

• Describe the methods used to analyze the data (e.g., statistical analysis, content analysis )
• Explain how the data analysis methods were chosen and why they are appropriate for the research question(s) and objectives
• Detail any procedures or software used for data analysis

V. Ethical Considerations

• Discuss any ethical issues that may arise from the research and how they were addressed
• Explain how informed consent was obtained (if applicable)
• Detail any measures taken to ensure confidentiality and anonymity

VI. Limitations

• Identify any potential limitations of the research methodology and how they may impact the results and conclusions

VII. Conclusion

• Summarize the key aspects of the research methodology section
• Explain how the research methodology addresses the research question(s) and objectives

Research Methodology Types

Types of Research Methodology are as follows:

Quantitative Research Methodology

This is a research methodology that involves the collection and analysis of numerical data using statistical methods. This type of research is often used to study cause-and-effect relationships and to make predictions.

Qualitative Research Methodology

This is a research methodology that involves the collection and analysis of non-numerical data such as words, images, and observations. This type of research is often used to explore complex phenomena, to gain an in-depth understanding of a particular topic, and to generate hypotheses.

Mixed-Methods Research Methodology

This is a research methodology that combines elements of both quantitative and qualitative research. This approach can be particularly useful for studies that aim to explore complex phenomena and to provide a more comprehensive understanding of a particular topic.

Case Study Research Methodology

This is a research methodology that involves in-depth examination of a single case or a small number of cases. Case studies are often used in psychology, sociology, and anthropology to gain a detailed understanding of a particular individual or group.

Action Research Methodology

This is a research methodology that involves a collaborative process between researchers and practitioners to identify and solve real-world problems. Action research is often used in education, healthcare, and social work.

Experimental Research Methodology

This is a research methodology that involves the manipulation of one or more independent variables to observe their effects on a dependent variable. Experimental research is often used to study cause-and-effect relationships and to make predictions.

Survey Research Methodology

This is a research methodology that involves the collection of data from a sample of individuals using questionnaires or interviews. Survey research is often used to study attitudes, opinions, and behaviors.

Grounded Theory Research Methodology

This is a research methodology that involves the development of theories based on the data collected during the research process. Grounded theory is often used in sociology and anthropology to generate theories about social phenomena.

Research Methodology Example

An Example of Research Methodology could be the following:

Research Methodology for Investigating the Effectiveness of Cognitive Behavioral Therapy in Reducing Symptoms of Depression in Adults

Introduction:

The aim of this research is to investigate the effectiveness of cognitive-behavioral therapy (CBT) in reducing symptoms of depression in adults. To achieve this objective, a randomized controlled trial (RCT) will be conducted using a mixed-methods approach.

Research Design:

The study will follow a pre-test and post-test design with two groups: an experimental group receiving CBT and a control group receiving no intervention. The study will also include a qualitative component, in which semi-structured interviews will be conducted with a subset of participants to explore their experiences of receiving CBT.

Participants:

Participants will be recruited from community mental health clinics in the local area. The sample will consist of 100 adults aged 18-65 years old who meet the diagnostic criteria for major depressive disorder. Participants will be randomly assigned to either the experimental group or the control group.

Intervention :

The experimental group will receive 12 weekly sessions of CBT, each lasting 60 minutes. The intervention will be delivered by licensed mental health professionals who have been trained in CBT. The control group will receive no intervention during the study period.

Data Collection:

Quantitative data will be collected through the use of standardized measures such as the Beck Depression Inventory-II (BDI-II) and the Generalized Anxiety Disorder-7 (GAD-7). Data will be collected at baseline, immediately after the intervention, and at a 3-month follow-up. Qualitative data will be collected through semi-structured interviews with a subset of participants from the experimental group. The interviews will be conducted at the end of the intervention period, and will explore participants’ experiences of receiving CBT.

Data Analysis:

Quantitative data will be analyzed using descriptive statistics, t-tests, and mixed-model analyses of variance (ANOVA) to assess the effectiveness of the intervention. Qualitative data will be analyzed using thematic analysis to identify common themes and patterns in participants’ experiences of receiving CBT.

Ethical Considerations:

This study will comply with ethical guidelines for research involving human subjects. Participants will provide informed consent before participating in the study, and their privacy and confidentiality will be protected throughout the study. Any adverse events or reactions will be reported and managed appropriately.

Data Management:

All data collected will be kept confidential and stored securely using password-protected databases. Identifying information will be removed from qualitative data transcripts to ensure participants’ anonymity.

Limitations:

One potential limitation of this study is that it only focuses on one type of psychotherapy, CBT, and may not generalize to other types of therapy or interventions. Another limitation is that the study will only include participants from community mental health clinics, which may not be representative of the general population.

Conclusion:

This research aims to investigate the effectiveness of CBT in reducing symptoms of depression in adults. By using a randomized controlled trial and a mixed-methods approach, the study will provide valuable insights into the mechanisms underlying the relationship between CBT and depression. The results of this study will have important implications for the development of effective treatments for depression in clinical settings.

How to Write Research Methodology

Writing a research methodology involves explaining the methods and techniques you used to conduct research, collect data, and analyze results. It’s an essential section of any research paper or thesis, as it helps readers understand the validity and reliability of your findings. Here are the steps to write a research methodology:

• Start by explaining your research question: Begin the methodology section by restating your research question and explaining why it’s important. This helps readers understand the purpose of your research and the rationale behind your methods.
• Describe your research design: Explain the overall approach you used to conduct research. This could be a qualitative or quantitative research design, experimental or non-experimental, case study or survey, etc. Discuss the advantages and limitations of the chosen design.
• Discuss your sample: Describe the participants or subjects you included in your study. Include details such as their demographics, sampling method, sample size, and any exclusion criteria used.
• Describe your data collection methods : Explain how you collected data from your participants. This could include surveys, interviews, observations, questionnaires, or experiments. Include details on how you obtained informed consent, how you administered the tools, and how you minimized the risk of bias.
• Explain your data analysis techniques: Describe the methods you used to analyze the data you collected. This could include statistical analysis, content analysis, thematic analysis, or discourse analysis. Explain how you dealt with missing data, outliers, and any other issues that arose during the analysis.
• Discuss the validity and reliability of your research : Explain how you ensured the validity and reliability of your study. This could include measures such as triangulation, member checking, peer review, or inter-coder reliability.
• Acknowledge any limitations of your research: Discuss any limitations of your study, including any potential threats to validity or generalizability. This helps readers understand the scope of your findings and how they might apply to other contexts.
• Provide a summary: End the methodology section by summarizing the methods and techniques you used to conduct your research. This provides a clear overview of your research methodology and helps readers understand the process you followed to arrive at your findings.

When to Write Research Methodology

Research methodology is typically written after the research proposal has been approved and before the actual research is conducted. It should be written prior to data collection and analysis, as it provides a clear roadmap for the research project.

The research methodology is an important section of any research paper or thesis, as it describes the methods and procedures that will be used to conduct the research. It should include details about the research design, data collection methods, data analysis techniques, and any ethical considerations.

The methodology should be written in a clear and concise manner, and it should be based on established research practices and standards. It is important to provide enough detail so that the reader can understand how the research was conducted and evaluate the validity of the results.

Applications of Research Methodology

Here are some of the applications of research methodology:

• To identify the research problem: Research methodology is used to identify the research problem, which is the first step in conducting any research.
• To design the research: Research methodology helps in designing the research by selecting the appropriate research method, research design, and sampling technique.
• To collect data: Research methodology provides a systematic approach to collect data from primary and secondary sources.
• To analyze data: Research methodology helps in analyzing the collected data using various statistical and non-statistical techniques.
• To test hypotheses: Research methodology provides a framework for testing hypotheses and drawing conclusions based on the analysis of data.
• To generalize findings: Research methodology helps in generalizing the findings of the research to the target population.
• To develop theories : Research methodology is used to develop new theories and modify existing theories based on the findings of the research.
• To evaluate programs and policies : Research methodology is used to evaluate the effectiveness of programs and policies by collecting data and analyzing it.
• To improve decision-making: Research methodology helps in making informed decisions by providing reliable and valid data.

Purpose of Research Methodology

Research methodology serves several important purposes, including:

• To guide the research process: Research methodology provides a systematic framework for conducting research. It helps researchers to plan their research, define their research questions, and select appropriate methods and techniques for collecting and analyzing data.
• To ensure research quality: Research methodology helps researchers to ensure that their research is rigorous, reliable, and valid. It provides guidelines for minimizing bias and error in data collection and analysis, and for ensuring that research findings are accurate and trustworthy.
• To replicate research: Research methodology provides a clear and detailed account of the research process, making it possible for other researchers to replicate the study and verify its findings.
• To advance knowledge: Research methodology enables researchers to generate new knowledge and to contribute to the body of knowledge in their field. It provides a means for testing hypotheses, exploring new ideas, and discovering new insights.
• To inform decision-making: Research methodology provides evidence-based information that can inform policy and decision-making in a variety of fields, including medicine, public health, education, and business.

Advantages of Research Methodology

Research methodology has several advantages that make it a valuable tool for conducting research in various fields. Here are some of the key advantages of research methodology:

• Systematic and structured approach : Research methodology provides a systematic and structured approach to conducting research, which ensures that the research is conducted in a rigorous and comprehensive manner.
• Objectivity : Research methodology aims to ensure objectivity in the research process, which means that the research findings are based on evidence and not influenced by personal bias or subjective opinions.
• Replicability : Research methodology ensures that research can be replicated by other researchers, which is essential for validating research findings and ensuring their accuracy.
• Reliability : Research methodology aims to ensure that the research findings are reliable, which means that they are consistent and can be depended upon.
• Validity : Research methodology ensures that the research findings are valid, which means that they accurately reflect the research question or hypothesis being tested.
• Efficiency : Research methodology provides a structured and efficient way of conducting research, which helps to save time and resources.
• Flexibility : Research methodology allows researchers to choose the most appropriate research methods and techniques based on the research question, data availability, and other relevant factors.
• Scope for innovation: Research methodology provides scope for innovation and creativity in designing research studies and developing new research techniques.

Research Methodology Vs Research Methods

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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How to Write Research Methodology

Last Updated: May 27, 2024 Approved

This article was co-authored by Alexander Ruiz, M.Ed. and by wikiHow staff writer, Jennifer Mueller, JD . Alexander Ruiz is an Educational Consultant and the Educational Director of Link Educational Institute, a tutoring business based in Claremont, California that provides customizable educational plans, subject and test prep tutoring, and college application consulting. With over a decade and a half of experience in the education industry, Alexander coaches students to increase their self-awareness and emotional intelligence while achieving skills and the goal of achieving skills and higher education. He holds a BA in Psychology from Florida International University and an MA in Education from Georgia Southern University. wikiHow marks an article as reader-approved once it receives enough positive feedback. In this case, several readers have written to tell us that this article was helpful to them, earning it our reader-approved status. This article has been viewed 529,361 times.

The research methodology section of any academic research paper gives you the opportunity to convince your readers that your research is useful and will contribute to your field of study. An effective research methodology is grounded in your overall approach – whether qualitative or quantitative – and adequately describes the methods you used. Justify why you chose those methods over others, then explain how those methods will provide answers to your research questions. [1] X Research source

Describing Your Methods

• In your restatement, include any underlying assumptions that you're making or conditions that you're taking for granted. These assumptions will also inform the research methods you've chosen.
• Generally, state the variables you'll test and the other conditions you're controlling or assuming are equal.

• If you want to research and document measurable social trends, or evaluate the impact of a particular policy on various variables, use a quantitative approach focused on data collection and statistical analysis.
• If you want to evaluate people's views or understanding of a particular issue, choose a more qualitative approach.
• You can also combine the two. For example, you might look primarily at a measurable social trend, but also interview people and get their opinions on how that trend is affecting their lives.

• For example, if you conducted a survey, you would describe the questions included in the survey, where and how the survey was conducted (such as in person, online, over the phone), how many surveys were distributed, and how long your respondents had to complete the survey.
• Include enough detail that your study can be replicated by others in your field, even if they may not get the same results you did. [4] X Research source

• Qualitative research methods typically require more detailed explanation than quantitative methods.
• Basic investigative procedures don't need to be explained in detail. Generally, you can assume that your readers have a general understanding of common research methods that social scientists use, such as surveys or focus groups.

• For example, suppose you conducted a survey and used a couple of other research papers to help construct the questions on your survey. You would mention those as contributing sources.

Justifying Your Choice of Methods

• Describe study participants specifically, and list any inclusion or exclusion criteria you used when forming your group of participants.
• Justify the size of your sample, if applicable, and describe how this affects whether your study can be generalized to larger populations. For example, if you conducted a survey of 30 percent of the student population of a university, you could potentially apply those results to the student body as a whole, but maybe not to students at other universities.

• Reading other research papers is a good way to identify potential problems that commonly arise with various methods. State whether you actually encountered any of these common problems during your research.

• If you encountered any problems as you collected data, explain clearly the steps you took to minimize the effect that problem would have on your results.

• In some cases, this may be as simple as stating that while there were numerous studies using one method, there weren't any using your method, which caused a gap in understanding of the issue.
• For example, there may be multiple papers providing quantitative analysis of a particular social trend. However, none of these papers looked closely at how this trend was affecting the lives of people.

Connecting Your Methods to Your Research Goals

• Depending on your research questions, you may be mixing quantitative and qualitative analysis – just as you could potentially use both approaches. For example, you might do a statistical analysis, and then interpret those statistics through a particular theoretical lens.

• For example, suppose you're researching the effect of college education on family farms in rural America. While you could do interviews of college-educated people who grew up on a family farm, that would not give you a picture of the overall effect. A quantitative approach and statistical analysis would give you a bigger picture.

• If in answering your research questions, your findings have raised other questions that may require further research, state these briefly.
• You can also include here any limitations to your methods, or questions that weren't answered through your research.

• Generalization is more typically used in quantitative research. If you have a well-designed sample, you can statistically apply your results to the larger population your sample belongs to.

Template to Write Research Methodology

Community Q&A

• Organize your methodology section chronologically, starting with how you prepared to conduct your research methods, how you gathered data, and how you analyzed that data. [13] X Research source Thanks Helpful 0 Not Helpful 0
• Write your research methodology section in past tense, unless you're submitting the methodology section before the research described has been carried out. [14] X Research source Thanks Helpful 0 Not Helpful 0
• Discuss your plans in detail with your advisor or supervisor before committing to a particular methodology. They can help identify possible flaws in your study. [15] X Research source Thanks Helpful 0 Not Helpful 0

You Might Also Like

• ↑ http://expertjournals.com/how-to-write-a-research-methodology-for-your-academic-article/
• ↑ http://libguides.usc.edu/writingguide/methodology
• ↑ https://www.skillsyouneed.com/learn/dissertation-methodology.html
• ↑ https://uir.unisa.ac.za/bitstream/handle/10500/4245/05Chap%204_Research%20methodology%20and%20design.pdf
• ↑ https://elc.polyu.edu.hk/FYP/html/method.htm

About This Article

To write a research methodology, start with a section that outlines the problems or questions you'll be studying, including your hypotheses or whatever it is you're setting out to prove. Then, briefly explain why you chose to use either a qualitative or quantitative approach for your study. Next, go over when and where you conducted your research and what parameters you used to ensure you were objective. Finally, cite any sources you used to decide on the methodology for your research. To learn how to justify your choice of methods in your research methodology, scroll down! Did this summary help you? Yes No

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How to Write a Methodology: A Step-by-Step Guide

A methodology is an essential part of any research project. It serves as a blueprint for your study, providing guidance on the methods you'll use to collect and analyze data. In this article, we'll take you through the process of writing a methodology for your research project, step by step.

Understanding the Importance of a Methodology

Before we dive into the details of how to write a methodology, it's important to understand why it's so crucial to have one in the first place. A good methodology can help you:

• Ensure that your research is conducted in a systematic and structured manner
• Provide a clear and comprehensive overview of your research methods
• Help you identify potential problems and limitations ahead of time
• Establish trust and credibility with your readers by demonstrating the rigor of your research process

Having a well-defined methodology can be the difference between a successful research project and one that falls short. By following a methodology, you can ensure that your research is conducted in a consistent and reliable manner, which will lead to more accurate and trustworthy results.

Defining the Purpose of Your Research

The first step in writing a methodology is to clearly define the purpose of your research. This will help you determine the most appropriate research methods to use. Ask yourself:

• What is the main goal of my research?
• What questions am I trying to answer?
• What hypotheses am I testing?

Answering these questions will give you a clear understanding of what you hope to achieve with your research, and will guide you in selecting the most appropriate research methods and techniques.

It's important to note that the purpose of your research should be well-defined and specific. A vague or overly broad research question can make it difficult to select appropriate research methods, and can lead to inconclusive or irrelevant results.

You should also consider the context of your research, such as the academic discipline you're working in, the research problem you're addressing, and the target audience for your research. Understanding these factors will help you tailor your methodology to the specific needs of your research project.

Establishing the Scope of Your Study

Once you've defined the purpose of your research, the next step is to establish the scope of your study. This involves defining the parameters of your research, such as:

• The geographic or temporal boundaries of your study
• The population or sample you'll be studying
• The variables you'll be measuring or analyzing

Defining the scope of your study is important because it helps you focus your research efforts and ensures that you collect data that is relevant to your research question. It also helps you avoid collecting unnecessary data, which can be time-consuming and costly.

When establishing the scope of your study, it's important to consider any potential limitations or biases that may affect your research results. For example, if you're conducting a survey, you may need to consider factors such as response rates and non-response bias. If you're conducting an experiment, you may need to consider factors such as sample size and randomization.

By considering these factors ahead of time, you can design a methodology that is well-suited to your research question and that will generate reliable and trustworthy results.

Choosing the Right Research Design

The research design you choose will depend on your research question and the type of data you're collecting. There are three main types of research designs:

Quantitative Research Design

Quantitative research involves collecting numerical data and analyzing it using statistical methods. This type of research design is often used in the natural and social sciences, where the goal is to test hypotheses and establish cause-and-effect relationships.

Qualitative Research Design

Qualitative research involves collecting non-numerical data and analyzing it using thematic analysis or other qualitative methods. This type of research design is often used in the humanities and social sciences, where the goal is to explore complex phenomena and gain a deeper understanding of human experiences.

Mixed-Methods Research Design

Mixed-methods research involves combining quantitative and qualitative research methods within a single study. This type of research design is often used in interdisciplinary research projects, where multiple perspectives and methodologies are needed to address complex research questions.

Selecting Your Research Methods

Once you've chosen a research design, you'll need to select the specific methods you'll use to collect and analyze your data. There are two main types of data collection methods:

Primary Data Collection Methods

Primary data collection methods involve collecting new data directly from research participants. This can be done through surveys, interviews, focus groups, experiments, or observation.

Secondary Data Collection Methods

Secondary data collection methods involve using existing data sources, such as government statistics, academic journals, or archival materials. This can be a cost-effective way to gather data, but it may not provide the exact data you need for your research question.

When selecting your research methods, it's important to consider the strengths and limitations of each method, as well as the ethical considerations involved in conducting research with human participants.

Evaluating the Suitability of Your Methods

Before you finalize your methodology, you'll need to evaluate the suitability of your methods. Consider:

• Whether your methods are appropriate for addressing your research questions
• Whether your sample size is sufficient for your research design
• Whether your methods are ethical and respectful of research participants
• Whether your methods are feasible given your research timeline and available resources

Developing a Sampling Strategy

Sampling is an important part of any research study, as it determines the group of people or objects you'll be studying. There are two main types of sampling techniques:

Probability Sampling Techniques

Probability sampling techniques involve selecting a sample from a larger population using random selection methods. This ensures that every member of the population has an equal chance of being selected for the study.

Non-Probability Sampling Techniques

Non-probability sampling techniques involve selecting a sample from a larger population using non-random selection methods, such as convenience sampling or purposive sampling. This can be a useful approach in situations where probability sampling is not feasible or appropriate.

Determining Sample Size

Sample size refers to the number of people or objects you'll be studying in your research. The appropriate sample size will depend on the nature of your research question, the type of data you're collecting, and the statistical power you need to detect significant effects. There are various statistical methods for determining sample size, such as power analysis or sample size calculation.

ChatGPT Prompt for Writing a Methodology

Chatgpt prompt.

Please compose a detailed and comprehensive explanation of the methods and procedures that you utilized in your research or project, including the specific steps you took to collect and analyze data, as well as any tools or instruments you employed. This should provide a clear and replicable framework for others to follow in order to replicate your results.

[ADD ADDITIONAL CONTEXT. CAN USE BULLET POINTS.]

Writing a methodology for your research project can be a daunting task, but by breaking it down into these step-by-step stages, you can ensure that your methodology is clear, comprehensive, and methodologically rigorous. Remember to consider the purpose and scope of your research, choose the appropriate research design and methods, and evaluate the suitability of your methods before finalizing your methodology. By doing so, you'll be well on your way to conducting a successful and credible research study.

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Here's What You Need to Understand About Research Methodology

Table of Contents

Research methodology involves a systematic and well-structured approach to conducting scholarly or scientific inquiries. Knowing the significance of research methodology and its different components is crucial as it serves as the basis for any study.

Typically, your research topic will start as a broad idea you want to investigate more thoroughly. Once you’ve identified a research problem and created research questions , you must choose the appropriate methodology and frameworks to address those questions effectively.

What is the definition of a research methodology?

Research methodology is the process or the way you intend to execute your study. The methodology section of a research paper outlines how you plan to conduct your study. It covers various steps such as collecting data, statistical analysis, observing participants, and other procedures involved in the research process

The methods section should give a description of the process that will convert your idea into a study. Additionally, the outcomes of your process must provide valid and reliable results resonant with the aims and objectives of your research. This thumb rule holds complete validity, no matter whether your paper has inclinations for qualitative or quantitative usage.

Studying research methods used in related studies can provide helpful insights and direction for your own research. Now easily discover papers related to your topic on SciSpace and utilize our AI research assistant, Copilot , to quickly review the methodologies applied in different papers.

The need for a good research methodology

While deciding on your approach towards your research, the reason or factors you weighed in choosing a particular problem and formulating a research topic need to be validated and explained. A research methodology helps you do exactly that. Moreover, a good research methodology lets you build your argument to validate your research work performed through various data collection methods, analytical methods, and other essential points.

Just imagine it as a strategy documented to provide an overview of what you intend to do.

While undertaking any research writing or performing the research itself, you may get drifted in not something of much importance. In such a case, a research methodology helps you to get back to your outlined work methodology.

A research methodology helps in keeping you accountable for your work. Additionally, it can help you evaluate whether your work is in sync with your original aims and objectives or not. Besides, a good research methodology enables you to navigate your research process smoothly and swiftly while providing effective planning to achieve your desired results.

What is the basic structure of a research methodology?

Usually, you must ensure to include the following stated aspects while deciding over the basic structure of your research methodology:

1. Your research procedure

Explain what research methods you’re going to use. Whether you intend to proceed with quantitative or qualitative, or a composite of both approaches, you need to state that explicitly. The option among the three depends on your research’s aim, objectives, and scope.

2. Provide the rationality behind your chosen approach

Based on logic and reason, let your readers know why you have chosen said research methodologies. Additionally, you have to build strong arguments supporting why your chosen research method is the best way to achieve the desired outcome.

3. Explain your mechanism

The mechanism encompasses the research methods or instruments you will use to develop your research methodology. It usually refers to your data collection methods. You can use interviews, surveys, physical questionnaires, etc., of the many available mechanisms as research methodology instruments. The data collection method is determined by the type of research and whether the data is quantitative data(includes numerical data) or qualitative data (perception, morale, etc.) Moreover, you need to put logical reasoning behind choosing a particular instrument.

4. Significance of outcomes

The results will be available once you have finished experimenting. However, you should also explain how you plan to use the data to interpret the findings. This section also aids in understanding the problem from within, breaking it down into pieces, and viewing the research problem from various perspectives.

5. Reader’s advice

Anything that you feel must be explained to spread more awareness among readers and focus groups must be included and described in detail. You should not just specify your research methodology on the assumption that a reader is aware of the topic.  

All the relevant information that explains and simplifies your research paper must be included in the methodology section. If you are conducting your research in a non-traditional manner, give a logical justification and list its benefits.

6. Explain your sample space

Include information about the sample and sample space in the methodology section. The term "sample" refers to a smaller set of data that a researcher selects or chooses from a larger group of people or focus groups using a predetermined selection method. Let your readers know how you are going to distinguish between relevant and non-relevant samples. How you figured out those exact numbers to back your research methodology, i.e. the sample spacing of instruments, must be discussed thoroughly.

For example, if you are going to conduct a survey or interview, then by what procedure will you select the interviewees (or sample size in case of surveys), and how exactly will the interview or survey be conducted.

7. Challenges and limitations

This part, which is frequently assumed to be unnecessary, is actually very important. The challenges and limitations that your chosen strategy inherently possesses must be specified while you are conducting different types of research.

The importance of a good research methodology

You must have observed that all research papers, dissertations, or theses carry a chapter entirely dedicated to research methodology. This section helps maintain your credibility as a better interpreter of results rather than a manipulator.

A good research methodology always explains the procedure, data collection methods and techniques, aim, and scope of the research. In a research study, it leads to a well-organized, rationality-based approach, while the paper lacking it is often observed as messy or disorganized.

You should pay special attention to validating your chosen way towards the research methodology. This becomes extremely important in case you select an unconventional or a distinct method of execution.

Curating and developing a strong, effective research methodology can assist you in addressing a variety of situations, such as:

• When someone tries to duplicate or expand upon your research after few years.
• If a contradiction or conflict of facts occurs at a later time. This gives you the security you need to deal with these contradictions while still being able to defend your approach.
• Gaining a tactical approach in getting your research completed in time. Just ensure you are using the right approach while drafting your research methodology, and it can help you achieve your desired outcomes. Additionally, it provides a better explanation and understanding of the research question itself.
• Documenting the results so that the final outcome of the research stays as you intended it to be while starting.

Instruments you could use while writing a good research methodology

As a researcher, you must choose which tools or data collection methods that fit best in terms of the relevance of your research. This decision has to be wise.

There exists many research equipments or tools that you can use to carry out your research process. These are classified as:

a. Interviews (One-on-One or a Group)

An interview aimed to get your desired research outcomes can be undertaken in many different ways. For example, you can design your interview as structured, semi-structured, or unstructured. What sets them apart is the degree of formality in the questions. On the other hand, in a group interview, your aim should be to collect more opinions and group perceptions from the focus groups on a certain topic rather than looking out for some formal answers.

In surveys, you are in better control if you specifically draft the questions you seek the response for. For example, you may choose to include free-style questions that can be answered descriptively, or you may provide a multiple-choice type response for questions. Besides, you can also opt to choose both ways, deciding what suits your research process and purpose better.

c. Sample Groups

Similar to the group interviews, here, you can select a group of individuals and assign them a topic to discuss or freely express their opinions over that. You can simultaneously note down the answers and later draft them appropriately, deciding on the relevance of every response.

d. Observations

If your research domain is humanities or sociology, observations are the best-proven method to draw your research methodology. Of course, you can always include studying the spontaneous response of the participants towards a situation or conducting the same but in a more structured manner. A structured observation means putting the participants in a situation at a previously decided time and then studying their responses.

Of all the tools described above, it is you who should wisely choose the instruments and decide what’s the best fit for your research. You must not restrict yourself from multiple methods or a combination of a few instruments if appropriate in drafting a good research methodology.

Types of research methodology

A research methodology exists in various forms. Depending upon their approach, whether centered around words, numbers, or both, methodologies are distinguished as qualitative, quantitative, or an amalgamation of both.

1. Qualitative research methodology

When a research methodology primarily focuses on words and textual data, then it is generally referred to as qualitative research methodology. This type is usually preferred among researchers when the aim and scope of the research are mainly theoretical and explanatory.

The instruments used are observations, interviews, and sample groups. You can use this methodology if you are trying to study human behavior or response in some situations. Generally, qualitative research methodology is widely used in sociology, psychology, and other related domains.

2. Quantitative research methodology

If your research is majorly centered on data, figures, and stats, then analyzing these numerical data is often referred to as quantitative research methodology. You can use quantitative research methodology if your research requires you to validate or justify the obtained results.

In quantitative methods, surveys, tests, experiments, and evaluations of current databases can be advantageously used as instruments If your research involves testing some hypothesis, then use this methodology.

3. Amalgam methodology

As the name suggests, the amalgam methodology uses both quantitative and qualitative approaches. This methodology is used when a part of the research requires you to verify the facts and figures, whereas the other part demands you to discover the theoretical and explanatory nature of the research question.

The instruments for the amalgam methodology require you to conduct interviews and surveys, including tests and experiments. The outcome of this methodology can be insightful and valuable as it provides precise test results in line with theoretical explanations and reasoning.

The amalgam method, makes your work both factual and rational at the same time.

Final words: How to decide which is the best research methodology?

If you have kept your sincerity and awareness intact with the aims and scope of research well enough, you must have got an idea of which research methodology suits your work best.

Before deciding which research methodology answers your research question, you must invest significant time in reading and doing your homework for that. Taking references that yield relevant results should be your first approach to establishing a research methodology.

Moreover, you should never refrain from exploring other options. Before setting your work in stone, you must try all the available options as it explains why the choice of research methodology that you finally make is more appropriate than the other available options.

You should always go for a quantitative research methodology if your research requires gathering large amounts of data, figures, and statistics. This research methodology will provide you with results if your research paper involves the validation of some hypothesis.

Whereas, if  you are looking for more explanations, reasons, opinions, and public perceptions around a theory, you must use qualitative research methodology.The choice of an appropriate research methodology ultimately depends on what you want to achieve through your research.

Frequently Asked Questions (FAQs) about Research Methodology

1. how to write a research methodology.

You can always provide a separate section for research methodology where you should specify details about the methods and instruments used during the research, discussions on result analysis, including insights into the background information, and conveying the research limitations.

2. What are the types of research methodology?

There generally exists four types of research methodology i.e.

• Observation
• Experimental
• Derivational

3. What is the true meaning of research methodology?

The set of techniques or procedures followed to discover and analyze the information gathered to validate or justify a research outcome is generally called Research Methodology.

4. Where lies the importance of research methodology?

Your research methodology directly reflects the validity of your research outcomes and how well-informed your research work is. Moreover, it can help future researchers cite or refer to your research if they plan to use a similar research methodology.

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The methods section describes actions taken to investigate a research problem and the rationale for the application of specific procedures or techniques used to identify, select, process, and analyze information applied to understanding the problem, thereby, allowing the reader to critically evaluate a study’s overall validity and reliability. The methodology section of a research paper answers two main questions: How was the data collected or generated? And, how was it analyzed? The writing should be direct and precise and always written in the past tense.

Kallet, Richard H. "How to Write the Methods Section of a Research Paper." Respiratory Care 49 (October 2004): 1229-1232.

Importance of a Good Methodology Section

You must explain how you obtained and analyzed your results for the following reasons:

• Readers need to know how the data was obtained because the method you chose affects the results and, by extension, how you interpreted their significance in the discussion section of your paper.
• Methodology is crucial for any branch of scholarship because an unreliable method produces unreliable results and, as a consequence, undermines the value of your analysis of the findings.
• In most cases, there are a variety of different methods you can choose to investigate a research problem. The methodology section of your paper should clearly articulate the reasons why you have chosen a particular procedure or technique.
• The reader wants to know that the data was collected or generated in a way that is consistent with accepted practice in the field of study. For example, if you are using a multiple choice questionnaire, readers need to know that it offered your respondents a reasonable range of answers to choose from.
• The method must be appropriate to fulfilling the overall aims of the study. For example, you need to ensure that you have a large enough sample size to be able to generalize and make recommendations based upon the findings.
• The methodology should discuss the problems that were anticipated and the steps you took to prevent them from occurring. For any problems that do arise, you must describe the ways in which they were minimized or why these problems do not impact in any meaningful way your interpretation of the findings.
• In the social and behavioral sciences, it is important to always provide sufficient information to allow other researchers to adopt or replicate your methodology. This information is particularly important when a new method has been developed or an innovative use of an existing method is utilized.

Bem, Daryl J. Writing the Empirical Journal Article. Psychology Writing Center. University of Washington; Denscombe, Martyn. The Good Research Guide: For Small-Scale Social Research Projects . 5th edition. Buckingham, UK: Open University Press, 2014; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008.

Structure and Writing Style

I.  Groups of Research Methods

There are two main groups of research methods in the social sciences:

• The e mpirical-analytical group approaches the study of social sciences in a similar manner that researchers study the natural sciences . This type of research focuses on objective knowledge, research questions that can be answered yes or no, and operational definitions of variables to be measured. The empirical-analytical group employs deductive reasoning that uses existing theory as a foundation for formulating hypotheses that need to be tested. This approach is focused on explanation.
• The i nterpretative group of methods is focused on understanding phenomenon in a comprehensive, holistic way . Interpretive methods focus on analytically disclosing the meaning-making practices of human subjects [the why, how, or by what means people do what they do], while showing how those practices arrange so that it can be used to generate observable outcomes. Interpretive methods allow you to recognize your connection to the phenomena under investigation. However, the interpretative group requires careful examination of variables because it focuses more on subjective knowledge.

II.  Content

The introduction to your methodology section should begin by restating the research problem and underlying assumptions underpinning your study. This is followed by situating the methods you used to gather, analyze, and process information within the overall “tradition” of your field of study and within the particular research design you have chosen to study the problem. If the method you choose lies outside of the tradition of your field [i.e., your review of the literature demonstrates that the method is not commonly used], provide a justification for how your choice of methods specifically addresses the research problem in ways that have not been utilized in prior studies.

The remainder of your methodology section should describe the following:

• Decisions made in selecting the data you have analyzed or, in the case of qualitative research, the subjects and research setting you have examined,
• Tools and methods used to identify and collect information, and how you identified relevant variables,
• The ways in which you processed the data and the procedures you used to analyze that data, and
• The specific research tools or strategies that you utilized to study the underlying hypothesis and research questions.

In addition, an effectively written methodology section should:

• Introduce the overall methodological approach for investigating your research problem . Is your study qualitative or quantitative or a combination of both (mixed method)? Are you going to take a special approach, such as action research, or a more neutral stance?
• Indicate how the approach fits the overall research design . Your methods for gathering data should have a clear connection to your research problem. In other words, make sure that your methods will actually address the problem. One of the most common deficiencies found in research papers is that the proposed methodology is not suitable to achieving the stated objective of your paper.
• Describe the specific methods of data collection you are going to use , such as, surveys, interviews, questionnaires, observation, archival research. If you are analyzing existing data, such as a data set or archival documents, describe how it was originally created or gathered and by whom. Also be sure to explain how older data is still relevant to investigating the current research problem.
• Explain how you intend to analyze your results . Will you use statistical analysis? Will you use specific theoretical perspectives to help you analyze a text or explain observed behaviors? Describe how you plan to obtain an accurate assessment of relationships, patterns, trends, distributions, and possible contradictions found in the data.
• Provide background and a rationale for methodologies that are unfamiliar for your readers . Very often in the social sciences, research problems and the methods for investigating them require more explanation/rationale than widely accepted rules governing the natural and physical sciences. Be clear and concise in your explanation.
• Provide a justification for subject selection and sampling procedure . For instance, if you propose to conduct interviews, how do you intend to select the sample population? If you are analyzing texts, which texts have you chosen, and why? If you are using statistics, why is this set of data being used? If other data sources exist, explain why the data you chose is most appropriate to addressing the research problem.
• Provide a justification for case study selection . A common method of analyzing research problems in the social sciences is to analyze specific cases. These can be a person, place, event, phenomenon, or other type of subject of analysis that are either examined as a singular topic of in-depth investigation or multiple topics of investigation studied for the purpose of comparing or contrasting findings. In either method, you should explain why a case or cases were chosen and how they specifically relate to the research problem.
• Describe potential limitations . Are there any practical limitations that could affect your data collection? How will you attempt to control for potential confounding variables and errors? If your methodology may lead to problems you can anticipate, state this openly and show why pursuing this methodology outweighs the risk of these problems cropping up.

NOTE:   Once you have written all of the elements of the methods section, subsequent revisions should focus on how to present those elements as clearly and as logically as possibly. The description of how you prepared to study the research problem, how you gathered the data, and the protocol for analyzing the data should be organized chronologically. For clarity, when a large amount of detail must be presented, information should be presented in sub-sections according to topic. If necessary, consider using appendices for raw data.

ANOTHER NOTE: If you are conducting a qualitative analysis of a research problem , the methodology section generally requires a more elaborate description of the methods used as well as an explanation of the processes applied to gathering and analyzing of data than is generally required for studies using quantitative methods. Because you are the primary instrument for generating the data [e.g., through interviews or observations], the process for collecting that data has a significantly greater impact on producing the findings. Therefore, qualitative research requires a more detailed description of the methods used.

YET ANOTHER NOTE:   If your study involves interviews, observations, or other qualitative techniques involving human subjects , you may be required to obtain approval from the university's Office for the Protection of Research Subjects before beginning your research. This is not a common procedure for most undergraduate level student research assignments. However, i f your professor states you need approval, you must include a statement in your methods section that you received official endorsement and adequate informed consent from the office and that there was a clear assessment and minimization of risks to participants and to the university. This statement informs the reader that your study was conducted in an ethical and responsible manner. In some cases, the approval notice is included as an appendix to your paper.

III.  Problems to Avoid

Irrelevant Detail The methodology section of your paper should be thorough but concise. Do not provide any background information that does not directly help the reader understand why a particular method was chosen, how the data was gathered or obtained, and how the data was analyzed in relation to the research problem [note: analyzed, not interpreted! Save how you interpreted the findings for the discussion section]. With this in mind, the page length of your methods section will generally be less than any other section of your paper except the conclusion.

Unnecessary Explanation of Basic Procedures Remember that you are not writing a how-to guide about a particular method. You should make the assumption that readers possess a basic understanding of how to investigate the research problem on their own and, therefore, you do not have to go into great detail about specific methodological procedures. The focus should be on how you applied a method , not on the mechanics of doing a method. An exception to this rule is if you select an unconventional methodological approach; if this is the case, be sure to explain why this approach was chosen and how it enhances the overall process of discovery.

Problem Blindness It is almost a given that you will encounter problems when collecting or generating your data, or, gaps will exist in existing data or archival materials. Do not ignore these problems or pretend they did not occur. Often, documenting how you overcame obstacles can form an interesting part of the methodology. It demonstrates to the reader that you can provide a cogent rationale for the decisions you made to minimize the impact of any problems that arose.

Literature Review Just as the literature review section of your paper provides an overview of sources you have examined while researching a particular topic, the methodology section should cite any sources that informed your choice and application of a particular method [i.e., the choice of a survey should include any citations to the works you used to help construct the survey].

It’s More than Sources of Information! A description of a research study's method should not be confused with a description of the sources of information. Such a list of sources is useful in and of itself, especially if it is accompanied by an explanation about the selection and use of the sources. The description of the project's methodology complements a list of sources in that it sets forth the organization and interpretation of information emanating from those sources.

Azevedo, L.F. et al. "How to Write a Scientific Paper: Writing the Methods Section." Revista Portuguesa de Pneumologia 17 (2011): 232-238; Blair Lorrie. “Choosing a Methodology.” In Writing a Graduate Thesis or Dissertation , Teaching Writing Series. (Rotterdam: Sense Publishers 2016), pp. 49-72; Butin, Dan W. The Education Dissertation A Guide for Practitioner Scholars . Thousand Oaks, CA: Corwin, 2010; Carter, Susan. Structuring Your Research Thesis . New York: Palgrave Macmillan, 2012; Kallet, Richard H. “How to Write the Methods Section of a Research Paper.” Respiratory Care 49 (October 2004):1229-1232; Lunenburg, Frederick C. Writing a Successful Thesis or Dissertation: Tips and Strategies for Students in the Social and Behavioral Sciences . Thousand Oaks, CA: Corwin Press, 2008. Methods Section. The Writer’s Handbook. Writing Center. University of Wisconsin, Madison; Rudestam, Kjell Erik and Rae R. Newton. “The Method Chapter: Describing Your Research Plan.” In Surviving Your Dissertation: A Comprehensive Guide to Content and Process . (Thousand Oaks, Sage Publications, 2015), pp. 87-115; What is Interpretive Research. Institute of Public and International Affairs, University of Utah; Writing the Experimental Report: Methods, Results, and Discussion. The Writing Lab and The OWL. Purdue University; Methods and Materials. The Structure, Format, Content, and Style of a Journal-Style Scientific Paper. Department of Biology. Bates College.

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

Don't avoid using a quantitative approach to analyzing your research problem just because you fear the idea of applying statistical designs and tests. A qualitative approach, such as conducting interviews or content analysis of archival texts, can yield exciting new insights about a research problem, but it should not be undertaken simply because you have a disdain for running a simple regression. A well designed quantitative research study can often be accomplished in very clear and direct ways, whereas, a similar study of a qualitative nature usually requires considerable time to analyze large volumes of data and a tremendous burden to create new paths for analysis where previously no path associated with your research problem had existed.

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

There can be multiple meaning associated with the term "theories" and the term "methods" in social sciences research. A helpful way to delineate between them is to understand "theories" as representing different ways of characterizing the social world when you research it and "methods" as representing different ways of generating and analyzing data about that social world. Framed in this way, all empirical social sciences research involves theories and methods, whether they are stated explicitly or not. However, while theories and methods are often related, it is important that, as a researcher, you deliberately separate them in order to avoid your theories playing a disproportionate role in shaping what outcomes your chosen methods produce.

Introspectively engage in an ongoing dialectic between the application of theories and methods to help enable you to use the outcomes from your methods to interrogate and develop new theories, or ways of framing conceptually the research problem. This is how scholarship grows and branches out into new intellectual territory.

Reynolds, R. Larry. Ways of Knowing. Alternative Microeconomics . Part 1, Chapter 3. Boise State University; The Theory-Method Relationship. S-Cool Revision. United Kingdom.

Yet Another Writing Tip

Methods and the Methodology

Do not confuse the terms "methods" and "methodology." As Schneider notes, a method refers to the technical steps taken to do research . Descriptions of methods usually include defining and stating why you have chosen specific techniques to investigate a research problem, followed by an outline of the procedures you used to systematically select, gather, and process the data [remember to always save the interpretation of data for the discussion section of your paper].

The methodology refers to a discussion of the underlying reasoning why particular methods were used . This discussion includes describing the theoretical concepts that inform the choice of methods to be applied, placing the choice of methods within the more general nature of academic work, and reviewing its relevance to examining the research problem. The methodology section also includes a thorough review of the methods other scholars have used to study the topic.

Bryman, Alan. "Of Methods and Methodology." Qualitative Research in Organizations and Management: An International Journal 3 (2008): 159-168; Schneider, Florian. “What's in a Methodology: The Difference between Method, Methodology, and Theory…and How to Get the Balance Right?” PoliticsEastAsia.com. Chinese Department, University of Leiden, Netherlands.

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No dissertation or research paper is complete without the research methodology section. Since this is the chapter where you explain how you carried out your research, this is where all the meat is! Here’s where you clearly lay out the steps you have taken to test your hypothesis or research problem.

Through this blog, we’ll unravel the complexities and meaning of research methodology in academic writing , from its fundamental principles and ethics to the diverse types of research methodology in use today. Alongside offering research methodology examples, we aim to guide you on how to write research methodology, ensuring your research endeavors are both impactful and impeccably grounded!

Ensure your research methodology is foolproof. Learn more

Let’s first take a closer look at a simple research methodology definition:

Defining what is research methodology

Research methodology is the set of procedures and techniques used to collect, analyze, and interpret data to understand and solve a research problem. Methodology in research not only includes the design and methods but also the basic principles that guide the choice of specific methods.

Grasping the concept of methodology in research is essential for students and scholars, as it demonstrates the thorough and structured method used to explore a hypothesis or research question. Understanding the definition of methodology in research aids in identifying the methods used to collect data. Be it through any type of research method approach, ensuring adherence to the proper research paper format is crucial.

Now let’s explore some research methodology types:

Types of research methodology

1. qualitative research methodology.

Qualitative research methodology is aimed at understanding concepts, thoughts, or experiences. This approach is descriptive and is often utilized to gather in-depth insights into people’s attitudes, behaviors, or cultures. Qualitative research methodology involves methods like interviews, focus groups, and observation. The strength of this methodology lies in its ability to provide contextual richness.

2. Quantitative research methodology

Quantitative research methodology, on the other hand, is focused on quantifying the problem by generating numerical data or data that can be transformed into usable statistics. It uses measurable data to formulate facts and uncover patterns in research. Quantitative research methodology typically involves surveys, experiments, or statistical analysis. This methodology is appreciated for its ability to produce objective results that are generalizable to a larger population.

3. Mixed-Methods research methodology

Mixed-methods research combines both qualitative and quantitative research methodologies to provide a more comprehensive understanding of the research problem. This approach leverages the strengths of both methodologies to provide a deeper insight into the research question of a research paper .

Research methodology vs. research methods

The research methodology or design is the overall strategy and rationale that you used to carry out the research. Whereas, research methods are the specific tools and processes you use to gather and understand the data you need to test your hypothesis.

Research methodology examples and application

To further understand research methodology, let’s explore some examples of research methodology:

a. Qualitative research methodology example: A study exploring the impact of author branding on author popularity might utilize in-depth interviews to gather personal experiences and perspectives.

b. Quantitative research methodology example: A research project investigating the effects of a book promotion technique on book sales could employ a statistical analysis of profit margins and sales before and after the implementation of the method.

c. Mixed-Methods research methodology example: A study examining the relationship between social media use and academic performance might combine both qualitative and quantitative approaches. It could include surveys to quantitatively assess the frequency of social media usage and its correlation with grades, alongside focus groups or interviews to qualitatively explore students’ perceptions and experiences regarding how social media affects their study habits and academic engagement.

These examples highlight the meaning of methodology in research and how it guides the research process, from data collection to analysis, ensuring the study’s objectives are met efficiently.

Importance of methodology in research papers

When it comes to writing your study, the methodology in research papers or a dissertation plays a pivotal role. A well-crafted methodology section of a research paper or thesis not only enhances the credibility of your research but also provides a roadmap for others to replicate or build upon your work.

How to structure the research methods chapter

Wondering how to write the research methodology section? Follow these steps to create a strong methods chapter:

Step 1: Explain your research methodology

At the start of a research paper , you would have provided the background of your research and stated your hypothesis or research problem. In this section, you will elaborate on your research strategy. 

Begin by restating your research question and proceed to explain what type of research you opted for to test it. Depending on your research, here are some questions you can consider: 

a. Did you use qualitative or quantitative data to test the hypothesis? 

b. Did you perform an experiment where you collected data or are you writing a dissertation that is descriptive/theoretical without data collection? 

c. Did you use primary data that you collected or analyze secondary research data or existing data as part of your study? 

These questions will help you establish the rationale for your study on a broader level, which you will follow by elaborating on the specific methods you used to collect and understand your data. 

Step 2: Explain the methods you used to test your hypothesis 

Now that you have told your reader what type of research you’ve undertaken for the dissertation, it’s time to dig into specifics. State what specific methods you used and explain the conditions and variables involved. Explain what the theoretical framework behind the method was, what samples you used for testing it, and what tools and materials you used to collect the data. 

Step 3: Explain how you analyzed the results

Once you have explained the data collection process, explain how you analyzed and studied the data. Here, your focus is simply to explain the methods of analysis rather than the results of the study. 

Here are some questions you can answer at this stage: 

a. What tools or software did you use to analyze your results? 

b. What parameters or variables did you consider while understanding and studying the data you’ve collected? 

c. Was your analysis based on a theoretical framework? 

Your mode of analysis will change depending on whether you used a quantitative or qualitative research methodology in your study. If you’re working within the hard sciences or physical sciences, you are likely to use a quantitative research methodology (relying on numbers and hard data). If you’re doing a qualitative study, in the social sciences or humanities, your analysis may rely on understanding language and socio-political contexts around your topic. This is why it’s important to establish what kind of study you’re undertaking at the onset. 

Step 4: Defend your choice of methodology 

Now that you have gone through your research process in detail, you’ll also have to make a case for it. Justify your choice of methodology and methods, explaining why it is the best choice for your research question. This is especially important if you have chosen an unconventional approach or you’ve simply chosen to study an existing research problem from a different perspective. Compare it with other methodologies, especially ones attempted by previous researchers, and discuss what contributions using your methodology makes.  

Step 5: Discuss the obstacles you encountered and how you overcame them

No matter how thorough a methodology is, it doesn’t come without its hurdles. This is a natural part of scientific research that is important to document so that your peers and future researchers are aware of it. Writing in a research paper about this aspect of your research process also tells your evaluator that you have actively worked to overcome the pitfalls that came your way and you have refined the research process. 

Tips to write an effective methodology chapter

1. Remember who you are writing for. Keeping sight of the reader/evaluator will help you know what to elaborate on and what information they are already likely to have. You’re condensing months’ work of research in just a few pages, so you should omit basic definitions and information about general phenomena people already know.

2. Do not give an overly elaborate explanation of every single condition in your study. 

3. Skip details and findings irrelevant to the results.

4. Cite references that back your claim and choice of methodology. 

5. Consistently emphasize the relationship between your research question and the methodology you adopted to study it. 

To sum it up, what is methodology in research? It’s the blueprint of your research, essential for ensuring that your study is systematic, rigorous, and credible. Whether your focus is on qualitative research methodology, quantitative research methodology, or a combination of both, understanding and clearly defining your methodology is key to the success of your research.

Once you write the research methodology and complete writing the entire research paper, the next step is to edit your paper. As experts in research paper editing and proofreading services , we’d love to help you perfect your paper!

Here are some other articles that you might find useful: 

• Essential Research Tips for Essay Writing
• How to Write a Lab Report: Examples from Academic Editors
• The Essential Types of Editing Every Writer Needs to Know
• Editing and Proofreading Academic Papers: A Short Guide
• The Top 10 Editing and Proofreading Services of 2023

Frequently Asked Questions

What does research methodology mean, what types of research methodologies are there, what is qualitative research methodology, how to determine sample size in research methodology, what is action research methodology.

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This is very simplified and direct. Very helpful to understand the research methodology section of a dissertation

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• MAY 16, 2024

How to Write Research Methodology in 2024: Overview, Tips, and Techniques

by Imed Bouchrika, Phd

Co-Founder and Chief Data Scientist

The main aim of research is not merely to gather information. Instead, it goes beyond that. The true goal of research is to seek answers to previously unanswered questions to contribute to the body of knowledge in a discipline according to Goddard and Melville (2001, p.1).  But for your peers, and indeed the whole world, to recognize your newly discovered or created knowledge, you have to show evidence of its validity or truthfulness.

Determining the validity of your study is anchored on your research paper’s methodology. According to Somekh and Lewin (2005), a research methodology is both “the collection of methods or rules" you apply to your research, as well as the “principles, theories, and values" that support your research approach. Simply put, a research paper’s methodology section must shed light on how you were able to collect or generate your research data and demonstrate how you analyze them (SHU Library, 2020).

For novice researchers, writing the methodology of a research paper can be an overwhelming process, especially considering the intricate elements covered by this section (J. Ellis & Levy, 2009, p. 323). The goal of this article is to define what is research methodology, guide novice researchers in their research methodology writing, and to help them gain a clear understanding of a research methodology’s structure.

What Is a Research Methodology?

Methodology in research is defined as the systematic method to resolve a research problem through data gathering using various techniques, providing an interpretation of data gathered and drawing conclusions about the research data. Essentially, a research methodology is the blueprint of a research or study (Murthy & Bhojanna, 2009, p. 32). As such, the methodology in research proposal is of utmost importance.

Methodology vs. Methods

The confusion between “methodology" and “methods" in research is a common occurrence, especially with the terms sometimes being used interchangeably. Methods and methodology in the context of research refer to two related but different things: method is the technique used in gathering evidence; methodology, on the other hand, “is the underlying theory and analysis of how a research does or should proceed" (Kirsch & Sullivan, 1992, p. 2). Similarly, Birks and Mills (2011, p. 4) define methodology as “a set of principles and ideas that inform the design of a research study." Meanwhile, methods are “practical procedures used to generate and analyze data (Birks and Mills, 2011, p. 4).

To summarize these definitions, methods cover the technical procedures or steps taken to do the research, and methodology provides the underlying reasons why certain methods are used in the process.

Methodological Approach or Methods Used in Research

Now that you know what is methodology in research, the next step is to identify the different methods used in research. Traditionally, researchers often approach research studies using the methodology research institutions typically use which are two distinct paradigms, namely positivistic and phenomenological (Collis & Hussey, 2013). Also sometimes called qualitative and quantitative (Dumay, 2008), positivistic and phenomenological approaches play a significant role in determining your data-gathering process, especially the methods you are going to use in your research. It is also worth noting that when it comes to primary vs secondary research methods, there are significant differences that you need to consider.

Research methods lay down the foundation of your research. According to Neil McInroy, the chief executive of Centre for Local Economic Strategies, not using the appropriate research methods and design creates “a shaky foundation to any review, evaluation, or future strategy (Macdonald et al., 2008, p. 3). In any type of research, the data you will gather can come either in the form of numbers or descriptions, which means you will either be required to count or converse with people (Macdonald et al., 2008, p. 9). In research, there are two fundamental methods used for either approach—quantitative and qualitative research methods. Even if you take the path of a philosophy career , these are still methods that you may encounter and even use.

Quantitative

This approach is often used by researchers who follow the scientific paradigm (Haq, 2014, p. 1). This method seeks to quantify data and generalize results from a sample of a target population (Macdonald et al., 2008, p. 9). It follows structured data collection methods and processes with data output in the form of numbers. Quantitative research also observes objective analysis using statistical means (Macdonald et al., 2008, p. 9).

Based on a report, quantitative research took the biggest portion of the global market research spend in 2018 (ESOMAR, 2019, page 27).

Qualitative

Unlike the quantitative approach that aims to count things in order to explain what is observed, the qualitative research framework is geared toward creating a complete and detailed description of your observation as a researcher (Macdonald et al., 2008, p. 9). Rather than providing predictions and/or causal explanations, the qualitative method offers contextualization and interpretation of the data gathered. This research method is subjective and requires a smaller number of carefully chosen respondents.

Mixed methods

A contemporary method sprung from the combination of traditional quantitative and qualitative approaches. According to Brannen and Moss (2012), the existence of the mixed methods approach stemmed from its potential to help researchers view social relations and their intricacies clearer by fusing together the quantitative and qualitative methods of research while recognizing the limitations of both at the same time.

Mixed methods are also known for the concept of triangulation in social research. According to Haq (2014, p. 11), triangulation provides researchers with the opportunity to present multiple findings about a single phenomenon by deploying various elements of quantitative and qualitative approaches in one research. This is the kind of method that one may use when studying sleep and academic performance .

Writing Your Research Paper Methodology

Saunders et al. (2007) proposed the concept of the research onion model to help researchers develop a methodology and construct research design techniques within the field of future studies. The characteristic of research onion model is illustrated by its six main layers, which serve as a step-by-step guide for researchers on how to write a research methodology.

The methodology section of your research paper is not all about describing your data gathering process and your analysis. The methodology is about the overall approaches and perspectives of the research process. If you want to study abroad for free and have to present a research proposal to the institution for acceptance, then you have to be able to clearly delineate your analytical methods for your study. Here are some tips as well as problems to avoid in order to write an effective research methodology. Out of these, you can construct your own research methodology example for future reference. While doing so, you can apply research methodology best practices for optimal results.

How to write an effective methodology section?

• Introduce your methods. Introduce the methodological approach used in investigating your research problem. In one of the previous sections, your methodological approach can either be quantitative, qualitative, or mixed methods. Look for a methodology in research example that you can use as a reference.
• Establish methodological connection. Explain the relevance of your methodological approach to the overall research design. Keep in mind that the connection between your methods and your research problem should be clear. This means that your methodology of research must be appropriate to achieve your paper’s objective—to address the research problem you presented. To wit, if you need help to write your research problem, refer to our article on what is a research question .
• Introduce your instruments. Indicate the research instruments you are going to use in collecting your data and explain how you are going to use them. These tools and instruments can be your surveys, questionnaires for interviews, observation, etc. If your methods include archival research or analyzing existing data, provide background information for documents, including who the original researcher is, as well as how the data were originally created and gathered. Keep in mind that aside from your methodology in research paper, the identification of the research instrument is equally significant.
• Discuss your analysis. Explain how you are going to analyze the results of your data gathering process. Depending on your methodology, research for ways on how you can best execute your study either by using statistical analysis or exploring theoretical perspectives to support your explanation of observed behaviors.
• Provide background information. When using methods that your readers may be unfamiliar with, make sure to provide background information about these methods. It would also help if you can provide your research methodology meaning so you can present a clear and comprehensive research context.
• Discuss sampling process. Sampling procedures are vital components of your methodology. Explain the reason behind your sampling procedure. For example, if you are using statistics in your research, indicate why you chose this method as well as your sampling procedure. If you are going to do interviews, describe how are you going to choose the participants and how the interviews will be conducted.
• Address research limitations. Make sure to address possible limitations you may encounter in your research, such as practical limitations that may affect your data gathering process. If there are potential issues you anticipate to encounter in the process, indicate your reason why you still decide to use the methodology despite the risk (SHU Library, n.d.).

What to avoid in writing the methodology section of your research?

• Avoid including irrelevant details.
• Keep your methodology section straightforward and thorough. Details that do not contribute to the readers’ understanding of your chosen methods should not be included in your methodology section.
• Irrelevant information includes unnecessary explanations of basic procedures. Basic procedures should only be explained if they are unconventional and unfamiliar to the readers.
• Do not ignore the problems you might encounter during the data gathering process. Instead of turning a blind eye, describe how you handled them (SHU Library, n.d.).

Ethical Considerations

Even in writing a methodology, researchers must adhere to ethical norms to ensure trust, accountability, mutual respect, and fairness (Resnik, 2015). According to Saunders, Lewis, and Thornhill (2003, p. 131), there are some ethical considerations that researchers must be mindful of, especially during the process of gathering and presenting research data:

• The rights to privacy of the individuals involved.
• The nature of participation in the research must be voluntary and the individuals involved must have the right to withdraw partially or completely from the process.
• All participants must provide their consent first.
• Maintenance of the confidentiality of data provided by individuals as well as identifiable participants’ anonymity.
• How participants react to the researchers’ methods in seeking to collect data.
• How the participants will be affected by the way in which data is analyzed and reported.
• The behavior and objectivity of the researcher.

Choosing a Research Methodology

It’s now clear that the methodology section is where a researcher indicates and elaborates on the plans that must be put into motion in order to achieve the objective of the research. Being acquainted with research methodologies, however, does not make choosing the appropriate methodology easier. Walker (2006) states that selecting which research methodology is a difficult step in the research process. It can be confusing and overwhelming, especially for novice researchers. Even if you are aiming for a career in the humanities and social sciences , having a clear research methodology is still essential.

According to Holden and Lynch (2004), research should not only be “methodologically led" but the choice of which methodology to use should be consequential not only to the social science phenomenon to be investigated but also to the philosophical stance of the researcher. Similarly, Goulding (2002) claims that the choice of methodology should be based on the researcher’s interests, beliefs, and convictions. Meanwhile, other significant factors such as epistemological concerns must also be taken into consideration when choosing a research methodology (Buchanan & Bryman, 2007). On top of philosophical underpinnings and personal convictions, there are also practical considerations that can affect a researcher’s decision on what methodology to use, including the amount of existing data or knowledge, available time, and other resources (Ahmed et al., 2016, p. 32).

Key Insights

• Purpose of Research: The main goal of research is to seek answers to previously unanswered questions and contribute to the body of knowledge.
• Methodology's Importance: The validity of a study is anchored on the research methodology, which includes the methods used and the principles supporting them.
• Methodology vs. Methods: Methodology refers to the underlying theory and analysis of how research should proceed, while methods are the practical procedures used to gather and analyze data.
• Quantitative: Focuses on quantifying data and generalizing results, using structured methods and statistical analysis.
• Qualitative: Aims to provide a detailed description and interpretation of observations, using subjective analysis with a smaller sample size.
• Mixed Methods: Combines quantitative and qualitative approaches to offer a comprehensive understanding of the research problem.
• Introduce the methodological approach.
• Establish the connection between the methodology and the research problem.
• Describe the research instruments and analysis methods.
• Provide background information and discuss the sampling process.
• Address potential research limitations.
• Ethical Considerations: Researchers must ensure privacy, voluntary participation, informed consent, data confidentiality, and the objectivity of the researcher.
• Choosing a Methodology: The choice of methodology should align with the researcher's philosophical stance, interests, and practical considerations such as existing data, time, and resources.

1. What is the main aim of research?

The main aim of research is to seek answers to previously unanswered questions and contribute to the body of knowledge within a discipline.

2. Why is the research methodology section important?

The research methodology section is crucial because it determines the validity of the study by outlining the methods used to collect and analyze data, and the principles guiding these methods.

3. What is the difference between methodology and methods in research?

Methodology refers to the underlying theory and analysis of how research should proceed, while methods are the practical procedures used to gather and analyze data.

4. What are the main types of research methodologies?

The main types of research methodologies are quantitative, qualitative, and mixed methods. Quantitative focuses on numerical data and statistical analysis, qualitative focuses on detailed descriptions and interpretations, and mixed methods combine both approaches.

5. How should one introduce their methodology in a research paper?

Introduce the methodological approach used to investigate the research problem, and ensure the connection between the methods and the research problem is clear and appropriate.

6. What should be included in the discussion of research instruments?

Describe the tools and instruments used to collect data, such as surveys or interviews, and provide background information if using existing data or archival research.

7. Why is discussing the sampling process important in the methodology section?

Discussing the sampling process is important to explain the rationale behind the chosen sample, how participants were selected, and how the sampling method aligns with the research objectives.

8. What ethical considerations must be addressed in the methodology section?

Researchers must address the rights to privacy, voluntary participation, informed consent, data confidentiality, and the impact of data analysis and reporting on participants.

9. How should potential limitations in research be handled?

Potential limitations should be acknowledged and described, including how they might affect the data gathering process and why the chosen methodology was still deemed appropriate despite these limitations.

10. What factors should influence the choice of research methodology?

The choice of research methodology should be influenced by the researcher's philosophical stance, interests, epistemological concerns, and practical considerations such as existing data, time, and resources.

• Ahmed, V., Opoku, A., & Aziz, Z. (2016). Research Methodology in the Built Environment: A Selection of Case Studies (pp. 32-49). Abingdon-on-Thames, England: Routledge. ResearchGate .
• Brannen, J., & Moss, G. (2012). Critical issues in designing mixed methods policy research. American Behavioral Scientist, 56 (6), 789-801.  https://doi.org/10.1177/0002764211433796
• Buchanan, D., & Bryman, A. (2007, July). Contextualizing methods choice in organizational research. Organizational Research Methods, 10 (3), 483-501.  https://doi.org/10.1177/1094428106295046
• Choy, L. T. (2014). The strengths and weaknesses of research methodology: Comparison and complimentary between qualitative and quantitative approaches. IOSR Journal of Humanities and Social Science, 19 (4), 99-104. https://doi.org/10.9790/0837-194399104
• Collis, J., & Hussey, R. (2013). Business Research: A Practical Guide for Undergraduate and Postgraduate Students (4th ed.) . London: Macmillan International Higher Education. ResearchGate
• Dumay, J. C. (2008). 2 Research Methods and Research Sites Employed . Sydney, Australia: SeS Library, USYD .
• ESOMAR (2019). Global Market Research 2019 . Amsterdam, The Netherlands:  Esomar .
• Goddard, W., & Melville, S. (2001). Research Methodology: An Introduction (2nd ed.) . Johannesburg, 2196, South Africa: Juta and Company. Google Books
• Goulding, C. (2002). Grounded Theory: A Practical Guide for Management, Business and Market Researchers . Thousand Oaks, CA: Sage .
• Haq, M. (2014). A comparative analysis of qualitative and quantitative research methods and a justification for adopting mixed methods in social research. Bradford Scholars .  https://hdl.handle.net/10454/7389
• Harrison, H., Birks, M., Franklin, R., & Mills, J. (2017, January). Case study research: Foundations and methodological orientations . F orum Qualitative Sozialforschung / Forum: Qualitative Social Research, 18 (1). FQS
• Holden, M. T., & Lynch, P. (2004). Choosing the appropriate methodology: Understanding research philosophy. The Marketing Review, 4 (4), 2-18.  https://doi.org/10.1362/1469347042772428
• J. Ellis, T., & Levy, Y. (2009). Towards a guide for novice researchers on research methodology: Review and proposed methods. Issues in Informing Science and Information Technology, 6 , 323-337. https://doi.org/10.28945/1062
• Kirsch, G., & Sullivan, P. A. (1992). Methods and Methodology in Composition Research . Carbondale, IL: SIU Press. Google Books
• Kothari, C. R. (2004). Research Methodology: Methods and Techniques . New Delhi, India: New Age International. Google Books
• Macdonald, S., & Headlam, N. (2008). Research Methods Handbook: Introductory Guide to Research Methods for Social Research . Manchester, London:  CLES .
• Mills, J., & Birks, M. (2014). Qualitative Methodology: A Practical Guide . Thousand Oaks, CA: Sage. ResearchOnline
• Murthy, S. N., & Bhojanna, U. (2009). Business Research Methods (2nd ed.) . New Delhi, India: Excel Books India. Google Books
• Neville, C. (2007, July). Effective Learning Service: Introduction to Research and Research Methods . Amman, Jordan: United Nations Relief and Works Agency for Palestine Refugees.  UNRWA
• Resnik, D. B. (2015, December 1). What is ethics in research & why is it important?  NIEHS Research . Durham, NC: National Institute of Environmental Health Sciences. NIEHS
• Saunders, M., Lewis, P., & Thornhill, A. (2007). Research Methods for Business Students . Upper Saddle River, NJ: Pearson Education. Google Books
• SHU Library (2020, January 28). Research guides: Organizing academic research papers: 6. The methodology. SHU Library Research Guides Fairfield, CT: Sacred Heart University .
• Surbhi, S. (2016, December 8). Difference between research method and research methodology. Key Differences .
• Walker, D. H. (2006). Choosing an appropriate research methodology. Construction Management and Economics, 15 (2), 149-159.  https://doi.org/10.1080/01446199700000003
• Zyphur, M. J., & Pierides, D. C. (2017). Is quantitative research ethical? Tools for ethically practicing, evaluating, and using quantitative research. Journal of Business Ethics, 143  (1), 1-16.  https://doi.org/10.1007/s10551-017-3549-8

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How to Write a Methodology in a Research Proposal

In academic research, crafting a solid methodology is crucial, acting as the foundation for a reliable study structure. It provides the framework that guides the investigation towards addressing research questions and achieving study objectives. Understanding ‘What is methodology in research?’, the components it entails, its efficient organization, and the essential steps required, is vital for aspiring academics.

This comprehensive guide explores the intricacies of accurately generating a methods section in a research proposal. It includes examples, insights, and strategies meticulously drawn from reputable academic sources, experienced instructors, and educational platforms.

What is a Research Proposal Methodology?

The thought-provoking part – methodology in a research paper – acts as a guide that describes the methods of analysis, research instruments, and procedures utilized to conduct the investigation. It delineates the survey design, analysis techniques, data retrieval methods, and ethics-related concerns, crucial for carrying out the investigation. Let's say that in a qualitative survey exploring the influence of social media on mental well-being, the approach section would elucidate how data is compiled through participant interviews or assessments and examined using thematic analysis.

Struggling with ‘how to write a research proposal’? Explore how our AI-powered Aithor Text Generator Assistant transforms the process, seamlessly generating content, reviewing errors, and providing suggestions for ideas and citations. Enhance your work’s proposal effortlessly with our comprehensive tool.

The Structure of the Research Proposal Methodology

In generating a research proposal, the written part for methodology serves as a pivotal element that charts the course of the investigation, delineating the stages and strategies to be employed. Let’s delve into essential elements to feature in this section.

1.  Research Design: Begin by elucidating the overall academic design of your survey, whether it's a quantitative, qualitative method, or mixed. Let’s say, a quantitative investigation may employ surveys with closed-ended queries to compile numerical data. 

2.  Data Retrieval Methods: Delineate the specific approaches employed to compile data, comprising observations, experiments, interviews, or previously collected material – secondary data analysis. Each method must be justified based on its suitability for addressing the investigation queries.

3.  Sampling Strategy: Describe the way survey participants or data samples are selected, ensuring representativeness, and minimizing bias. As an example, a random sampling method may select partakers from the population.

4.  Data Analysis Techniques: Detail the analytical tools and tactics you will use to scrutinize the compiled data. This can involve various methods such as content analysis, thematic exploration, statistical evaluation, or discourse examination, based on the research queries and the data type.

5.  Ethical Concerns: Consider ethical issues like informed consent, privacy-related concerns, confidentiality, and potential threats to participants. Abiding by ethical guidelines is pivotal for upholding investigation trustworthiness.

Largely, the research design outlines how the inquiry will proceed and guarantees precision and dependability in achieving its objectives.  

How to Write a Methodology Section for Research Proposals: The Essential Steps

Creating a well-planned methods section is essential for precisely managing your investigation. Curious about how to write a methodology section? Begin by clearly defining your investigation issue and the hypothesis to set a robust foundation for your inquiry.

Step 1: Specify a Problem Statement and a Strong Hypothesis

Firstly, state the investigation problem, or query that your work aims to address. Here’s a sample: "The study intends to explore the correlation between youngsters' use of social media and their resulting mental well-being."

Express a strong hypothesis that predicts the expected connection between variables. For instance, "It is hypothesized that greater social site usage linked negatively to self-reported mental health records."

Step 2: Define Your Methodological Approach

Select an appropriate methodological approach depending on your investigation design from techniques named qualitative, quantitative, or mixed.

Validate your preference of approach by explaining its suitability for addressing the queries and aims. To illustrate, "A qualitative method is selected to analyze participants' lived experiences and views regarding social media usage and psychological health."

Step 3: Outline Data Collection Methods

Detail the approaches used to gather data, comprising the tools utilized.

For example, "Semi-structured interviews will be conducted to gather rich qualitative records on participants' experiences with social media platforms."

Discuss any pilot testing or validation procedures conducted for the data retrieval mechanisms.

Step 4: Detail Data Analysis Procedures

Specify the analytical methods employed to assess the gathered data. For instance, "Thematic analysis will be utilized to uncover recurring patterns and themes in the interview transcripts concerning the usage of social media impact and mental condition outcomes."

Examine how data saturation or triangulation will be achieved to establish credibility for the investigation findings.

Step 5: Address Ethical Concerns

Offer a comprehensive overview of the ethical concerns in the inquiry, comprising safeguarding participants' privacy, attaining informed consent, and addressing potential risks.

Detail any ethical approvals or permissions obtained from relevant committees that oversee investigation like ethics panels or IRBs – institution-focused review boards.

Briefly, addressing ethical concerns and obtaining necessary approvals are critical steps in safeguarding the credibility of your inquiry outcomes. Also, stay updated on the methodology outline format to make sure your analysis proposal aligns with current standards and best practices. By precisely detailing your methodology ethics and practices, you contribute significantly to advancing expertise in your domain.

Tips on Improving Your Methodology Section - Strategies and Examples

How can you guarantee that your procedures section is succinct, coherent, and easily comprehensible? Below, we provide actionable steps to guide you in constructing a methodology that elevates the clarity of your writing.

1.  Clarity and Precision: Check and refine your methods section for conciseness, clarity, and lack of ambiguity. Use straightforward language and avoid words or phrases like jargon or technical terms that may hinder reader understanding.

2.  Justification: Justify every methodology-based selection by explaining its rationale and relevance to your investigation objectives. For example, "The use of purposive sampling ensures the inclusion of participants with diverse experiences related to social media usage."

3.  Transparency: Be sufficiently transparent about any limitations or constraints in this part, be it data collection challenges or sample size limitations. This enhances the trustworthiness of your work.

4.  Validation: Discuss any validation or reliability checks conducted for your data retrieval instruments or analytical procedures. Verification improves the reliability and authenticity of your findings.

5.  Peer Review: Consider obtaining feedback from researchers who are knowledgeable about study methodology to review, enhance, and polish your methodology section. Peer review acts as a helping tool to detect potential weaknesses or areas needing enhancement.

Prioritize justification, transparency, validation, and peer feedback to increase the validity and integrity of your methodology. These elements significantly contribute to the progression of knowledge in your academic field.

Final Thoughts

To wrap up, comprehending how to write a methodology section in a study proposal and eventually mastering this art is essential for carrying out impactful and rigorous studies. By following the ethical guidelines and outlined steps, and carefully organizing your methods section, you elevate the quality and credibility of your investigation. A well-designed methodology supports both your inquiry's execution and the advancement of expertise in your field. Best of luck with your research!

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Writing The Methodology Chapter

5 Time-Saving Tips & Tools

By: David Phair (PhD) and Amy Murdock (PhD) | July 2022

The methodology chapter is a crucial part of your dissertation or thesis – it’s where you provide context and justification for your study’s design. This in turn demonstrates your understanding of research theory, which is what earns you marks .

Over the years, we’ve helped thousands of students navigate this tricky section of the research process. In this post, we’ll share 5 time-saving tips to help you effectively write up your research methodology chapter .

Overview: Writing The Methodology Chapter

• Develop a (rough) outline before you start writing
• Draw inspiration from similar studies in your topic area
• Justify every research design choice that you make
• Err on the side of too much detail , rather than too little
• Back up every design choice by referencing literature

1. Develop an outline before you start writing 

The first thing to keep in mind when writing your methodology chapter (and the rest of your dissertation) is that it’s always a good idea to sketch out a rough outline of what you are going to write about before you start writing . This will ensure that you stay focused and have a clear structural logic – thereby making the writing process simpler and faster.

An easy method of finding a structure for this chapter is to use frameworks that already exist, such as Saunder’s “ research onion ” as an example. Alternatively, there are many free methodology chapter templates for you to use as a starting point, so don’t feel like you have to create a new one from scratch.

Next, you’ll want to consider what your research approach is , and how you can break it down from a top-down angle, i.e., from the philosophical down to the concrete/tactical level. For example, you’ll need to articulate the following:  

• Are you using a positivist , interpretivist , or pragmatist approach ?
• Are you using inductive or deductive reasoning?
• Are you using a qualitative , quantitative, or mixed methods study?

Keep these questions front of mind to ensure that you have a clear, well-aligned line of argument that will maintain your chapter’s internal and external consistency.

Remember, it’s okay if you feel overwhelmed when you first start the methodology chapter. Nobody is born with an innate knowledge of how to do this, so be prepared for the learning curve associated with new research projects. It’s no small task to write up a dissertation or thesis, so be kind to yourself!

2. Take inspiration from other studies 

Generally, there are plenty of existing journal articles that will share similar methodological approaches to your study. With any luck, there will also be existing dissertations and theses that adopt a similar methodological approach and topic. So, consider taking inspiration from these studies to help curate the contents of your methodology chapter.

Students often find it difficult to choose what content to include in the methodology chapter and what to leave for the appendix. By reviewing other studies with similar approaches, you will get a clearer sense of your discipline’s norms and characteristics . This will help you, especially in terms of deciding on the structure and depth of discussion.  

While you can draw inspiration from other studies, remember that it’s vital to pay close attention to your university’s specific guidelines, so you can anticipate departmental expectations of this section’s layout and content (and make it easier to work with your supervisor). Doing this is also a great way to figure out how in-depth your discussion should be. For example, word-count guidelines can help you decide whether to include or omit certain information.

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3. Justify every design choice you make

The golden rule of the methodology chapter is that you need to justify each and every design choice that you make, no matter how small or inconsequential it may seem. We often see that students merely state what they did instead of why they did what they did – and this costs them marks.

Keep in mind that you need to illustrate the strength of your study’s methodological foundation. By discussing the “what”, “why” and “how” of your choices, you demonstrate your understanding of research design and simultaneously justify the relevancy and efficacy of your methodology – both of which will earn you marks.

It’s never an easy task to conduct research. So, it’s seldom the case that you’ll be able to use the very best possible methodology for your research (e.g. due to time or budgetary constraints ). That’s okay – but make sure that you explain and justify your use of an alternate methodology to help justify your approach.

Ultimately, if you don’t justify and explain the logic behind each of your choices, your marker will have to assume that you simply didn’t know any better . So, make sure that you justify every choice, especially when it is a subpar choice (due to a practical constraint, for example). You can see an example of how this is done here.

4. Err on the side of too much detail

We often see a tendency in students to mistakenly give more of an overview of their methodology instead of a step-by-step breakdown . Since the methodology chapter needs to be detailed enough for another researcher to replicate your study, your chapter should be particularly granular in terms of detail. 

Whether you’re doing a qualitative or quantitative study, it’s crucial to convey rigor in your research. You can do this by being especially detailed when you discuss your data, so be absolutely clear about your:  

• Sampling strategy
• Data collection method(s)
• Data preparation
• Analysis technique(s)

As you will likely face an extensive period of editing at your supervisor/reviewer’s direction, you’ll make it much easier for yourself if you have more information than you’d need. Some supervisors expect extensive detail around a certain aspect of your dissertation (like your research philosophy), while others may not expect it at all.

Remember, it’s quicker and easier to remove/ trim down information than it is to add information after the fact, so take the time to show your supervisor that you know what you’re talking about (methodologically) and you’re doing your best to be rigorous in your research.

5. Provide citations to support each design choice

Related to the issue of poor justification (tip #3), it’s important include high-quality academic citations to support the justification of your design choices. In other words, it’s not enough to simply explain why you chose a specific approach – you need to support each justification with reference to academic material.  

Simply put, you should avoid thinking of your methodology chapter as a citation-less section in your dissertation. As with your literature review, your methods section must include citations for every decision you make, since you are building on prior research.  You must show that you are making decisions based on methods that are proven to be effective, and not just because you “feel” that they are effective.

When considering the source of your citations, you should stick to peer-reviewed academic papers and journals and avoid using websites or blog posts (like us, hehe). Doing this will demonstrate that you are familiar with the literature and that you are factoring in what credible academics have to say about your methodology.

As a final tip, it’s always a good idea to cite as you go . If you leave this for the end, then you’ll end up spending a lot of precious time retracing your steps to find your citations and risk losing track of them entirely. So, be proactive and drop in those citations as you write up . You’ll thank yourself later!

Let’s Recap…

In this post, we covered 5 time-saving tips for writing up the methodology chapter:

• Look at similar studies in your topic area
• Justify every design choice that you make
• Back up every design choice by referencing methodology literature

If you’ve got any questions relating to the methodology chapter, feel free to drop a comment below. Alternatively, if you’re interested in getting 1-on-1 help with your thesis or dissertation, be sure to check out our private coaching service .

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This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

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• What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

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

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

It should include:

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

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Table of contents

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

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

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

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

Option 1: Start with your “what”

What research problem or question did you investigate?

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

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

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

Option 2: Start with your “why”

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

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

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

Quantitative methods

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

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

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

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

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

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

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

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

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

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

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

Qualitative methods

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

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

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

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

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

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

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

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

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

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

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

Mixed methods

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

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

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

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

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

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

Specific methods might include:

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

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

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

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

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

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

1. Focus on your objectives and research questions

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

2. Cite relevant sources

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

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

3. Write for your audience

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

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

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

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

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

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

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

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

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

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

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

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How to write an effective project plan in 6 simple steps

Contributing writer

If you’re a Type A personality, project planning might sound like music to your ears. Setting deadlines, organizing tasks, and creating order out of chaos — what’s not to love?

The reality is that project planning isn’t for everyone. In one survey by Association for Project Management, 76% of project professionals said their main project was a source of stress . Poor planning, unclear responsibilities, and overallocation are often the culprits behind the stress. 

An effective project plan helps teams stay within budget, scope, and schedule, while delivering quality work. In short, it gets you to the finish line without the stress.  

What is a project plan?

A project plan, also known as a work plan, is a blueprint of your project lifecycle. It’s like a roadmap — it clearly outlines how to get from where you are now (the beginning of the project) to where you want to go (the successful completion of the project). 

“A project plan is an action plan outlining how…[to] accomplish project goals,” says Jami Yazdani , certified Project Management Professional (PMP), project coach, project management consultant, and founder of Yazdani Consulting and Facilitation . 

A comprehensive project plan includes the project schedule, project scope, due dates, and deliverables. Writing a good project plan is key for any new, complex project in the pipeline.

Why Are Project Plans Important?

Project plans allow you to visualize your entire project, from beginning to end—and develop a clear strategy to get from point A to point B. Project plans steer stakeholders in the right direction and keep team members accountable with a common baseline.  

Project plans help you stay agile

Projects are bound by what is traditionally called the “iron triangle” of project management . It means that project managers have to work within the three constraints of scope, resources (project budget and teams), and schedule. You cannot make changes to one without impacting the other two.    

Modern-day project management has shifted to a more agile approach, with a focus on quality. This means that resources and schedules remain unchanged but a fixed number of iterations (flexible scope) helps teams deliver better quality and more value. 

A project plan puts this “agile triangle” in place by mapping out resources, schedules, and the number of iterations — sprints if you’re using a Scrum framework and work in progress (WIP) limits if you’re using the Kanban methodology . 

As Yazdani points out, “Project plans help us strategize a path to project success, allowing us to consider the factors that will impact our project, from stakeholders to budget to schedule delays, and plan how to maximize or mitigate these factors.” 

Project plans provide complete visibility

A project plan, when created with a comprehensive project management software , gives you 360-degree visibility throughout the project lifecycle. 

As a project manager, you need a single source of truth on team members and their project tasks, project scope, project objectives, and project timelines. A detailed project plan gives you this visibility and helps teams stay on track.

Project plans also help to get everyone involved on the same page, setting clear expectations around what needs to be accomplished, when, and by who. 

“Project plans create a framework for measuring project progress and success,” says Yazdani. “Project plans set clear expectations for…stakeholders by outlining exactly what…will [be accomplished] and when it will be delivered.”

Project plans boost engagement and productivity

A well-written project plan clarifies how each individual team member’s contributions play into the larger scope of the project and align with company goals. When employees see how their work directly impacts organizational growth, it generates buy-in and drives engagement , which is critical to a project’s success. 

“Project plans provide…teams with purpose and direction,” says Yazdani. “Transparent project plans show team members how their individual tasks and responsibilities contribute to the overall success of the project, encouraging engagement and collaboration.”

How To Write A Project Plan in 6 Steps

Writing a project plan requires, well, planning. Ideally, the seeds for a project plan need to be sowed before internal project sign-off begins. Before that sign-off, conduct capacity planning to estimate the resources you will need and if they’re available for the duration of the project. After all, you want to set your teams up for success with realistic end dates, buffer time to recharge or catch up in case of unexpected delays, and deliver quality work without experiencing burnout .

Based on organizational capacity, you can lay down project timelines and map out scope as well as success metrics, outline tasks, and build a feedback loop into your project plan. Follow these project planning steps to create a winning plan:      

1. Establish Project Scope And Metrics

Defining your project scope is essential to protecting your iron, or agile, triangle from crumbling. Too often, projects are hit with scope creep , causing delays, budget overruns, and anxiety.

“Clearly define your project’s scope or overall purpose,” says Yazdani. “Confirm any project parameters or constraints, like budget, resource availability, and timeline,” says Yazdani.

A project purpose statement is a high-level brief that defines the what, who, and why of the project along with how and when the goal will be accomplished. But just as important as defining your project scope and purpose is defining what metrics you’re going to use to track progress.

“Establish how you will measure success,” says Yazdani. “Are there metrics, performance criteria, or quality standards you need to meet?”

Clearly defining what your project is, the project’s overall purpose, and how you’re going to measure success lays the foundation for the rest of your project plan—so make sure you take the time to define each of these elements from the get-go.

2. Identify Key Project Stakeholders 

Get clarity on the team members you need to bring the project to life. In other words, identify the key stakeholders of the project. 

“List individuals or groups who will be impacted by the project,” says Yazdani. 

In addition to identifying who needs to be involved in the project, think about how they’ll need to be involved—and at what level. Use a tool like Confluence to run a virtual session to clarify roles and responsibilities, and find gaps that need to be filled. 

Let’s say you’re managing a cross-functional project to launch a new marketing campaign that includes team members from your marketing, design, and sales departments. 

When identifying your key stakeholders, you might create different lists based on the responsibility or level of involvement with the project:

• Decision-makers (who will need to provide input at each step of the project)
• Managers (who will be overseeing employees within their department) 
• Creative talent (who will be actually creating the project deliverables for the campaign) from each department. 

Give your project plan an edge by using a Confluence template like the one below to outline roles and responsibilities.

Define roles, discuss responsibilities, and clarify which tasks fall under each teammate’s purview using this Confluence template. 

Getting clarity on who needs to be involved in the project—and how they’re going to be involved—will help guide the rest of the project plan writing process (particularly when it comes to creating and assigning tasks).

3. Outline Deliverables

Now is the time to get granular.

Each project milestone comprises a series of smaller, tangible tasks that your teams need to produce. While a big-picture view keeps teams aligned, you need signposts along the way to guide them on a day-to-day or weekly basis. Create a list of deliverables that will help you achieve the greater vision of the project. 

“What will you create, build, design, produce, accomplish or deliver?” says Yazdani. “Clearly outline your project’s concrete and tangible deliverables or outcomes.” Centralize these deliverables in a Trello board with designated cards for each one, like in the example below, so you keep work moving forward.

Each card on a board represents tasks and ideas and you can move cards across lists to show progress.

Defining the concrete items you need your project to deliver will help you reverse-engineer the things that need to happen to bring those items to life—which is a must before moving on to the next step.

4. Develop Actionable Tasks

Task management is an important component of any project plan because they help employees see what exactly they need to accomplish. Drill down those deliverables into actionable tasks to assign to your team. 

You can use either Confluence or Jira for different task management needs. If you want to track tasks alongside your work, like action items from a meeting or small team projects, it’s best to use Confluence. But if a project has multiple teams and you need insight into workflows, task history, and reporting, Jira makes it easy.      

“Let your deliverables guide the work of the project,” says Yazdani. “Break down each deliverable into smaller and smaller components until you get to an actionable task.” If a major deliverable is a set of content pieces, the smaller actionable tasks would be to create topic ideas, conduct research, and create outlines for each topic.  

Once you’ve broken down all of your deliverables into manageable, assignable subtasks, analyze how each of those tasks interacts with each other. That way, you can plan, prioritize, assign, and add deadlines accordingly.  

“Highlight any dependencies between tasks, such as tasks that can’t be started until another task is complete,” says Yazdani. “List any resources you will need to accomplish these tasks.”

When a task has multiple assignees, you need to streamline the workflow in your project plan. Say the content pieces you outlined need to be edited or peer-reviewed. A couple of articles may need an interview with a subject matter expert. Lay down a stage-by-stage process of each piece of content and pinpoint when each team member comes into play so you prevent bottlenecks and adjust timeframes.     

5. Assign Tasks And Deadlines

Assign tasks to your team and collaborate with employees to set deadlines for each task. When you involve employees in setting workloads and deadlines , you increase ownership and boost the chances of delivering quality work on time.  

After all, you want to move projects forward at a steady pace, but you also want to make sure your teams stay motivated and engaged. So, when writing your project plan, make sure to “set realistic and achievable deadlines for completing tasks and deliverables,” says Yazdani. “Highlight dates that are inflexible and factor in task dependencies. Add in milestones or checkpoints to monitor progress and celebrate successes .”

Use Jira and Confluence to create tasks that live alongside your project plan or meeting agendas.

Once you map out all of your tasks and deadlines, you should have a clear picture of how and when your project is going to come together—and the initial writing process is just about finished.

But that doesn’t mean your project plan is complete! There’s one more key step to the process.

6. Share, Gather Feedback, And Adjust The Project Plan As Necessary

While steps 1 through 5 may make up your initial writing process, if you want your project plan to be as strong and complete as it can be, it’s important to share it with your team—and get their input on how they think it can be improved.

“Share the plan with your project team and key stakeholders, gathering feedback to make adjustments and improvements,” says Yazdani. 

A tool like Confluence helps knowledge flow freely within teams and departments, leading to better teamwork, higher collaboration, and a shared understanding of priorities. Coworkers can use comments, mentions, notifications, and co-editing capabilities to provide and discuss feedback. 

After you gather your team’s feedback —and make any necessary adjustments based on that feedback—you can consider your project plan complete. Hooray! 

But as your project progresses, things may change or evolve—so it’s important to stay flexible and make changes and adjustments as needed.

“Expect to update your plan as you gather more information, encounter changing requirements and delays, and learn from feedback and mistakes,” says Yazdani. “By using your project plan to guide your activities and measure progress, you’ll be able to refine and improve your plan as you move through the project, tweaking tasks and deadlines as deliverables are developed.”

Download a  template to create your project plan and customize it based on your needs.

Example of a simple project plan 

A project plan doesn’t have to be a complicated spreadsheet with multiple tabs and drop-down menus. It’s best to use a project planning tool like Confluence — or at least a project plan template — to make sure you cover every aspect of the project. A simple project plan includes these elements:

• Project name, brief summary, and objective.
• Project players or team members who will drive the project, along with their roles and responsibilities.
• Key outcomes and due dates.
• Project elements, ideally divided into must-have, nice-to-have and not-in-scope categories.
• Milestones, milestone owners, and a project end date.
• Reference material relevant to the project.

Best Practices For Writing Effective Project Plans

A project planning process can quickly turn into a mishmash of goals and tasks that end up in chaos but these best practices can give you a framework to create a project plan that leads to success.

Use Other Project Plans For Inspiration

There’s no need to reinvent the wheel for every new project! Instead, look to other successful project plans for inspiration—and use them as a guide when writing the plan for your project.

“Review templates and plans for similar projects, or for other projects within your organization or industry, to get ideas for structuring and drafting your own plan,” says Yazdani.

To get started, use a Trello project management template and customize it for your project plan by creating unique lists and adding cards under each list.

Build your team’s ideal workflow and mark each stage of the project plan as a list, with cards for each task. 

Get Your Team Involved In The Process

You may be in charge of spearheading the project. But that doesn’t mean that you have to—or even that you should—write the project plan alone. 

“Collaborate with your project team and key stakeholders on crafting a project plan,” says Yazdani. “Input into the project plan supports buy-in to project goals and encourages continued engagement throughout the project.”

With Confluence , you can organize project details in a centralized space and build a project plan collaboratively.

Don’t Let Perfect Be The Enemy Of The Good

You may be tempted to write (and rewrite) your project plan until you’ve got every detail mapped out perfectly. But spending too much time trying to get everything “perfect” can actually hold up the project. So don’t let perfect be the enemy of the good—and instead of getting caught up in getting everything perfect from the get-go, stay willing and flexible to adjust your project plan as you move forward.

“Focus on outcomes, not plan perfection,” says Yazdani. “While it would be awesome for the first draft of our plan to require no changes while also inspiring our team and ensuring project success, our goal shouldn’t be a perfect plan. Our goal is a plan that allows us to successfully deliver on project goals. Responsiveness to changing needs and a shifting environment is more important than plan perfection.”

Use the right tools to succeed with your project plan

Writing a project plan, especially if you’re new to the process, can feel overwhelming. But now that you know the exact steps to write one, make sure you have the tools you need to create a strong, cohesive plan from the ground up—and watch your project thrive as a result. 

Atlassian Together can help with project planning and management with a powerful combination of tools that make work flow across teams.

Guide your team to project success with Atlassian Together’s suite of products.

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How To Write a Project Proposal

Have you ever felt the overwhelming pressure of compiling a project proposal for a potential client, investor, or grant application?

As an entrepreneur, crafting a compelling and persuasive project proposal is often the key to securing new opportunities and growing your business . But fear not because this blog post will break down the essential elements of a successful project proposal and provide expert tips and strategies to help you write one that stands out from the rest.

Whether you’re a seasoned pro or a newcomer to project proposals, this guide will give you the tools to showcase your ideas, confidently secure clients, and secure the funding you need to take your business to the next level.

So, let’s master the art of writing a project proposal like a boss.

What is a Project Proposal?

A project proposal is a detailed plan that outlines the project’s intended path. It serves as a roadmap, detailing what needs to be accomplished, how it will be done, who will be involved, and why the project is valuable. 

This document is crucial for gaining approval from stakeholders or securing funding, as it demonstrates the feasibility and importance of your project. Understanding this foundational tool ensures we’re aligned on the basics before diving deeper into crafting an effective project proposal.

Why You Need to Write Solid Project Proposals

Ever had a fantastic idea but struggled to get the support you needed to make it happen?  A well-crafted project proposal is the key to making your vision a reality.  This short list of the three most important things to write a solid project proposal can help you:

• Secure funding: Convince investors or grant-giving organizations to back your idea.
• Gain internal support: Get buy-in from your company’s leadership.
• Set clear expectations : Ensure everyone involved understands goals, timelines, and responsibilities.

Imagine having the resources and support to transform your ideas into successful projects. A powerful project proposal can help you make that happen. Let’s explore the steps to create one!

How to Write Project Proposal

Creating a project proposal allows you to outline your vision and communicate the necessary steps to bring your idea to life. It’s essential to capture the essence of your project while also persuading stakeholders of its value and feasibility.

As you transition into the full tutorial, remember that each part of your project proposal is crucial in guiding and convincing your audience. By following these steps, you’ll be well-prepared to create a comprehensive, persuasive document that stands out.

Here’s a step-by-step guide on how to write a solid project proposal:

#1) Identify What to Propose

Before you start writing, you need crystal-clear clarity on the “why” behind your project proposal.  What problem are you solving?  What improvement or change do you want to see? Here are key questions to guide you:

• What’s the issue you want to address? Be specific!
• Why does this matter? Explain the impact of the problem if it remains unsolved.
• What positive change will your project bring about? Describe the ideal outcome.

Having a sharply defined purpose will give your entire project proposal focus and direction.

#2) Define the Project Proposal Scope

Think of your project scope as the boundaries of your project. It’s where you get super clear about what you will and won’t be doing. This helps prevent misunderstandings and keeps your project on track. To define your scope, consider:

• Specific Goals: What do you want to achieve with this project proposal?
• Deliverables: What will you produce (reports, products, events, etc.)?
• Boundaries : What tasks or activities are outside the scope of this project?

A well-defined scope sets realistic expectations for everyone involved, making for a smoother project proposal journey.

#3) Conduct Through Research

A strong supplemental project proposal isn’t based on guesswork –  it’s backed by solid research. Here’s what you need to dig into:

#4) Develop a Project Timeline

A clear timeline shows you’re organized and capable of managing your project effectively. 

Here’s how to create one:

• Break it Down: Divide your project into smaller, manageable tasks.
• Estimate Time:  Determine how long you realistically think each task will take.
• Set Milestones : Mark key progress points along the way (e.g., research completed, draft submitted).
• Choose a Visual Tool: Visualize your timeline using a Gantt chart or a simple calendar. Project management tools like ClickUp , Trello , or Notion will help you and your team identify urgent tasks and prioritize them accordingly. Once you submit your project proposal, they will also help you present your timeline most efficiently. 

Sample Timeline:

• Conduct audience research
• Draft project scope
• Finalize budget requirements
• Identify potential team members
• Write a project proposal draft
• Schedule review with stakeholders (milestone)
• Revise draft based on feedback
• Submit final proposal

With all these, it is always important to remain flexible. Projects and your team’s schedule can change depending on their situations, so be prepared to adjust your timeline as needed. 

#5) Write an Executive Summary

Think of your executive summary as the elevator pitch for your project. It’s a short, punchy summary to grab attention and excite decision-makers. Here’s a sample:

Sample Executive Summary

• Problem: [Briefly outline the core issue your project addresses]
• Solution: [Describe your proposed solution in 1-2 sentences]
• Objectives: [List your top 2-3 project goals]
• Impact: [Explain how this project will make a positive difference]
• Request: [Clearly state what you’re asking for – funding, approval, etc.]

Important note: Write your executive summary after you’ve completed the rest of your proposal. This way, you can easily pull the most important points.

#6) Summarize the Client’s Problem or Need

A key component of your project proposal is summarizing the client’s problem or need. This section is critical because it justifies the necessity of your project and sets the stage for proposing your solution.

It’s your opportunity to connect with the decision-making body by demonstrating your understanding of their situation and how your project can help.

Here’s a free project proposal template that you can consider as a model for your proposal:

Client Problem Summary:

Efficiency in Project Management Tools

Project Background:

XYZ Corporation has been experiencing significant challenges in project team and management collaboration. Currently, the company uses SaaS Platform A for project management. However, as the company has grown, this platform has been unable to scale effectively, leading to issues with user interface complexity, limited integration capabilities, and inadequate support for remote team collaboration.

To enhance productivity and streamline project management processes, there is a clear need to evaluate SaaS Platform A against SaaS Platform B, which offers advanced features such as:

• Enhanced User Interface: Platform B provides a more intuitive user interface, potentially reducing training time and increasing team members’ adoption rates.
• Better Integration Options: Unlike Platform A, Platform B integrates seamlessly with a broader range of tools that XYZ Corporation already uses, potentially enhancing workflow efficiencies.
• Robust Remote Collaboration Features : As remote work becomes more prevalent, Platform B’s superior collaboration features could better support XYZ Corporation’s distributed teams.

Objective of the Proposal:

This proposal seeks to conduct a detailed comparison of SaaS Platforms A and B, focusing on user experience, integration capabilities, and support for remote collaboration. The goal is to determine which platform better meets XYZ Corporation’s evolving needs, improving overall project management effectiveness and team productivity.

#7) Present your Proposed Solution

After summarizing the client’s problem, it is crucial to present your proposed solution. This section should detail how your proposal directly addresses the needs identified earlier. 

Connect each feature of your solution to the problems or gaps you’ve outlined, ensuring the reader understands how your proposal will effectively solve their issues.

Here’s a project proposal example of how you might present a proposed solution within your project proposal:

Proposed Solution:

Advanced SaaS Platform Implementation for XYZ Corporation

Solution Overview:

To address the challenges faced by XYZ Corporation with its current SaaS platform, we propose the adoption of SaaS Platform B. This platform has been specifically chosen for its superior capabilities in handling large-scale project management and remote team collaboration demands. Below, we detail how Platform B will meet XYZ Corporation’s needs:

• Streamlined User Interface: Platform B features a simplified, user-friendly interface that reduces complexity and learning curves. This change is expected to enhance team productivity by 30% as it allows for quicker project setups and updates.
• Comprehensive Integration Capabilities: Unlike the current platform, Platform B offers extensive integration with over 50 other business tools, including CRM systems, financial software, and communication tools. This integration capability ensures a seamless workflow, allowing real-time updates and enhanced data accuracy.
• Enhanced Collaboration Tools: Platform B supports advanced collaboration features such as real-time editing, video conferencing, and project tracking. These tools are designed to support remote teams, making it easier to manage projects across different locations and time zones.

Implementation Plan:

• Phase 1: Setup and Customization – Customize Platform B to fit the specific workflows and processes of XYZ Corporation.
• Phase 2: Integration and Testing – Integrate Platform B with existing tools and conduct comprehensive testing with key teams.
• Phase 3: Training and Deployment – Conduct training sessions for all team members and fully deploy Platform B across the organization.
• Phase 4: Evaluation and Adjustment – Monitor the platform’s performance and make necessary adjustments to optimize its use within the company.

Expected Outcomes:

By implementing Platform B, XYZ Corporation can expect significant improvements in project management software efficiency, team collaboration, and overall workflow integration. These enhancements will reduce project completion times and increase satisfaction among team members.

#8) Outline Your Project Deliverables

This is where you get specific about what your project will produce. Think of deliverables as tangible results that will demonstrate the success of your project.

Here’s a sample of how to effectively outline project deliverables:

Project Deliverables:

Enhanced SaaS Platform Implementation for XYZ Corporation

Deliverable Overview:

This proposal outlines specific, measurable outcomes demonstrating the successful implementation and impact of SaaS Platform B at XYZ Corporation. Each deliverable is designed to address the core challenges identified in the need analysis and contributes directly to achieving the overall project goals.

#1) Customized Platform Configuration:

• Description: Tailor Platform B to align with XYZ Corporation’s specific operational needs and workflows.
• Completion Metric: Customization verified through user feedback and performance metrics indicating a minimum 25% increase in operational efficiency.

#2) Integration with Existing Systems:

• Description: Seamlessly integrate Platform B with existing CRM , financial software, and communication tools.
• Completion Metric: Successful integration demonstrated by error-free data exchange in real-time testing scenarios.

#3) Comprehensive Training Programs:

• Description: Develop and deliver targeted training sessions for all departments to effectively use Platform B.
• Completion Metric: At least 90% of staff achieving proficiency, as measured by post-training assessments.

#4) Ongoing Support and Maintenance:

• Description: Provide a continuation project proposal and regular updates to ensure Platform B operates optimally within XYZ Corporation. It’s like having a renewal project proposal every now and then to make sure everything’s up-to-date.
• Completion Metric: Support response times under 4 hours, with a 95% issue resolution rate on the first contact.

#5) Performance Evaluation Report:

• Description: Conduct a detailed performance evaluation of Platform B after six months of operation to assess impacts on project management and team collaboration.
• Completion Metric: Detailed report showing key performance indicators, including project completion rates, team productivity metrics, and user satisfaction ratings.

By delivering these specific outcomes, XYZ Corporation will experience a substantial enhancement in project management capabilities, streamlined operations, and improved team collaboration. These improvements will address the current challenges and support the company’s growth and efficiency objectives.

#9) Estimate Your Project Budget

A well-crafted budget shows that you’ve carefully considered the financial aspect of your project. Here’s how to break it down:

• Personnel (salaries, wages, contractors)
• Materials and Supplies
• Overhead (rent, utilities, etc.)
• Research Project Costs: Get realistic quotes or estimates for each item. Don’t underestimate costs!
• Justify Your Expenses:  Explain why each expense is necessary for completing your project.
• Contingency Budget: Include a small buffer (around 10%) for unexpected costs.

Tip: Use a spreadsheet or budgeting software to organize your project budget. This makes it easier to adjust and share with stakeholders.

#10) Describe your Project Background and Qualifications

This is your chance to show why you’re the right person or team to tackle this project. This is the best time to highlight your:

• Relevant Experience: Describe past projects that demonstrate skills similar to those needed for this proposal.
• Education & Training : Mention relevant degrees, certifications, or specialized training you possess.
• Success Stories: Share examples of times you’ve achieved outstanding results on similar projects.
• Team Expertise: If you have a team, emphasize your team member’s unique skills and strengths.

Make sure your qualifications directly relate to the specific needs of your project. This will show that you understand what’s needed for success.

#11) Identify Project Risks

No project is without its potential stumbling blocks. By anticipating risks upfront, you demonstrate to decision-makers that you’re a realistic and prepared project leader. Here’s how to approach this:

• Brainstorm: Think about anything that could delay, derail, or increase the cost of your project. Consider internal factors (team changes, resource shortages) and external factors (weather, market fluctuations).
• Assess: For each risk, consider its likelihood of occurring and its potential impact on your project.
• Plan Your Response: How will you minimize the risk? How will you handle it to keep your project on track if it does occur?

#12) End with Conclusion with Call to Action

Wrapping up your project proposal with a compelling conclusion and a strong call to action is the final, critical step to ensure your proposal doesn’t just end with a whisper but with a decisive path forward. This part of your proposal is where you tie all your points together, reinforcing the importance and urgency of your project.

In your conclusion, briefly summarize the key elements of your proposal. Highlight the issue or opportunity at hand, reiterate your project’s unique solution, and recall the main benefits and deliverables resulting from the project’s successful execution. It’s your last chance to remind everyone why this project matters and what is at stake if action is not taken.

Key Considerations For A Successful Proposed Project Writeup

There are a few key considerations to keep in mind while writing your proposal. These tips will help ensure that your proposal is not only persuasive but also professional and well-structured.

Use a Project Proposal Template

Utilizing a template can streamline the process of drafting your project proposal. It ensures all critical elements are included and presents your ideas in a structured project proposal format.

Start With A Project Proposal Outline

Creating an outline is a vital first step. It helps you organize your thoughts and key points, ensuring nothing important is overlooked.

Proofread and Edit

Ensure that you thoroughly proofread and edit your proposal before submitting it to ensure clarity and professionalism.

Seek Feedback and Input

It’s essential to carefully proofread and edit your solicited project proposal before submitting it. This step ensures that your document is clear, well-organized, and free of errors, reflecting your attention to detail and professionalism.

Take it to the Next Level: Use ChatGPT to Write a Proposal

You can take your proposal writing to the next level by using ChatGPT , a powerful AI tool that can assist you in creating compelling and persuasive content .

#1) Have the Prospect Fill Out A Detailed Survey

Encourage your prospect to complete a comprehensive survey. This gathers all the necessary information about their needs and expectations, setting a solid foundation for your proposal.

#2) Feed the Survey Data Into ChatGPT

After your prospect has filled out the survey, feed their responses into ChatGPT. This will provide a base for generating a cohesive first draft, leveraging the power of AI to kickstart the writing process.

#3) Ask ChatGPT for A Proposal Template

Request a proposal template from ChatGPT based on the survey data. This will help you draft a proposal quickly and ensure all critical elements are covered right from the start.

#3) Customize and Add Details

Use the generated content from ChatGPT as a starting point, but customize and add specific details relevant to your project proposal. This will ensure that your proposal is tailored specifically for your audience.

Alternatives to a Proposal: Keep It Simple Without A Proposal

Sometimes, a traditional project proposal is overkill. If your project is small-scale, internal, or has a low budget, consider these simpler alternatives:

• One-Page Summary: Outline the project’s purpose, goals, timeline, budget, and team on a single page. This is great for quick approvals or when decision-makers are already familiar with your work.
• Presentation or Pitch Deck : Create a slide deck highlighting the key points of your project. This works well if you need to present your idea verbally as well.
• Informal Project Proposal: You can just send an email with this alternative. A well-structured email outlining the essentials might be enough for very small projects, especially if you have a strong relationship with the decision-maker.
• Unsolicited Project Proposal: If you’re approaching a potential funder or partner without a prior request, concise, well-written, unsolicited project proposals can introduce your idea and its potential benefits. This requires extra attention to grabbing attention and demonstrating value quickly.

Remember: Even with simpler formats, the core principles of strong solicited project proposals still apply – clarity, organization, and a focus on the benefits your project will bring.

Final Thoughts on Writing Project Proposals

Writing a solid project proposal may seem daunting at first, but remember – it’s simply a way to showcase the value of your idea and get the support you need to make it a reality.  Following our outlined steps, you can craft a proposal that persuades decision-makers and sets your project on the path to success.

Think of your project proposal as your champion. Just as I’ve guided you through this process, let your proposal guide others to understand the potential of your vision.

Now, go forth and write a proposal you can be proud of!

Dev is a fractional COO, operations consultant, and productivity junkie at the Process Hacker !

I help you scale by optimizing and automating your operations and systems through simple, proven, and practical tools.

To get help, Book a Call or take my Free Business Assessment !

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• How to Write a Literature Review | Guide, Examples, & Templates

How to Write a Literature Review | Guide, Examples, & Templates

Published on January 2, 2023 by Shona McCombes . Revised on September 11, 2023.

What is a literature review? A literature review is a survey of scholarly sources on a specific topic. It provides an overview of current knowledge, allowing you to identify relevant theories, methods, and gaps in the existing research that you can later apply to your paper, thesis, or dissertation topic .

There are five key steps to writing a literature review:

• Search for relevant literature
• Evaluate sources
• Identify themes, debates, and gaps
• Outline the structure
• Write your literature review

A good literature review doesn’t just summarize sources—it analyzes, synthesizes , and critically evaluates to give a clear picture of the state of knowledge on the subject.

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Table of contents

What is the purpose of a literature review, examples of literature reviews, step 1 – search for relevant literature, step 2 – evaluate and select sources, step 3 – identify themes, debates, and gaps, step 4 – outline your literature review’s structure, step 5 – write your literature review, free lecture slides, other interesting articles, frequently asked questions, introduction.

• Quick Run-through
• Step 1 & 2

When you write a thesis , dissertation , or research paper , you will likely have to conduct a literature review to situate your research within existing knowledge. The literature review gives you a chance to:

• Demonstrate your familiarity with the topic and its scholarly context
• Develop a theoretical framework and methodology for your research
• Position your work in relation to other researchers and theorists
• Show how your research addresses a gap or contributes to a debate
• Evaluate the current state of research and demonstrate your knowledge of the scholarly debates around your topic.

Writing literature reviews is a particularly important skill if you want to apply for graduate school or pursue a career in research. We’ve written a step-by-step guide that you can follow below.

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Writing literature reviews can be quite challenging! A good starting point could be to look at some examples, depending on what kind of literature review you’d like to write.

• Example literature review #1: “Why Do People Migrate? A Review of the Theoretical Literature” ( Theoretical literature review about the development of economic migration theory from the 1950s to today.)
• Example literature review #2: “Literature review as a research methodology: An overview and guidelines” ( Methodological literature review about interdisciplinary knowledge acquisition and production.)
• Example literature review #3: “The Use of Technology in English Language Learning: A Literature Review” ( Thematic literature review about the effects of technology on language acquisition.)
• Example literature review #4: “Learners’ Listening Comprehension Difficulties in English Language Learning: A Literature Review” ( Chronological literature review about how the concept of listening skills has changed over time.)

You can also check out our templates with literature review examples and sample outlines at the links below.

Download Word doc Download Google doc

Before you begin searching for literature, you need a clearly defined topic .

If you are writing the literature review section of a dissertation or research paper, you will search for literature related to your research problem and questions .

Make a list of keywords

Start by creating a list of keywords related to your research question. Include each of the key concepts or variables you’re interested in, and list any synonyms and related terms. You can add to this list as you discover new keywords in the process of your literature search.

• Social media, Facebook, Instagram, Twitter, Snapchat, TikTok
• Body image, self-perception, self-esteem, mental health
• Generation Z, teenagers, adolescents, youth

Search for relevant sources

Use your keywords to begin searching for sources. Some useful databases to search for journals and articles include:

• Your university’s library catalogue
• Google Scholar
• Project Muse (humanities and social sciences)
• Medline (life sciences and biomedicine)
• EconLit (economics)
• Inspec (physics, engineering and computer science)

You can also use boolean operators to help narrow down your search.

Make sure to read the abstract to find out whether an article is relevant to your question. When you find a useful book or article, you can check the bibliography to find other relevant sources.

You likely won’t be able to read absolutely everything that has been written on your topic, so it will be necessary to evaluate which sources are most relevant to your research question.

For each publication, ask yourself:

• What question or problem is the author addressing?
• What are the key concepts and how are they defined?
• What are the key theories, models, and methods?
• Does the research use established frameworks or take an innovative approach?
• What are the results and conclusions of the study?
• How does the publication relate to other literature in the field? Does it confirm, add to, or challenge established knowledge?
• What are the strengths and weaknesses of the research?

Make sure the sources you use are credible , and make sure you read any landmark studies and major theories in your field of research.

You can use our template to summarize and evaluate sources you’re thinking about using. Click on either button below to download.

Take notes and cite your sources

As you read, you should also begin the writing process. Take notes that you can later incorporate into the text of your literature review.

It is important to keep track of your sources with citations to avoid plagiarism . It can be helpful to make an annotated bibliography , where you compile full citation information and write a paragraph of summary and analysis for each source. This helps you remember what you read and saves time later in the process.

To begin organizing your literature review’s argument and structure, be sure you understand the connections and relationships between the sources you’ve read. Based on your reading and notes, you can look for:

• Trends and patterns (in theory, method or results): do certain approaches become more or less popular over time?
• Themes: what questions or concepts recur across the literature?
• Debates, conflicts and contradictions: where do sources disagree?
• Pivotal publications: are there any influential theories or studies that changed the direction of the field?
• Gaps: what is missing from the literature? Are there weaknesses that need to be addressed?

This step will help you work out the structure of your literature review and (if applicable) show how your own research will contribute to existing knowledge.

• Most research has focused on young women.
• There is an increasing interest in the visual aspects of social media.
• But there is still a lack of robust research on highly visual platforms like Instagram and Snapchat—this is a gap that you could address in your own research.

There are various approaches to organizing the body of a literature review. Depending on the length of your literature review, you can combine several of these strategies (for example, your overall structure might be thematic, but each theme is discussed chronologically).

Chronological

The simplest approach is to trace the development of the topic over time. However, if you choose this strategy, be careful to avoid simply listing and summarizing sources in order.

Try to analyze patterns, turning points and key debates that have shaped the direction of the field. Give your interpretation of how and why certain developments occurred.

If you have found some recurring central themes, you can organize your literature review into subsections that address different aspects of the topic.

For example, if you are reviewing literature about inequalities in migrant health outcomes, key themes might include healthcare policy, language barriers, cultural attitudes, legal status, and economic access.

Methodological

If you draw your sources from different disciplines or fields that use a variety of research methods , you might want to compare the results and conclusions that emerge from different approaches. For example:

• Look at what results have emerged in qualitative versus quantitative research
• Discuss how the topic has been approached by empirical versus theoretical scholarship
• Divide the literature into sociological, historical, and cultural sources

Theoretical

A literature review is often the foundation for a theoretical framework . You can use it to discuss various theories, models, and definitions of key concepts.

You might argue for the relevance of a specific theoretical approach, or combine various theoretical concepts to create a framework for your research.

Like any other academic text , your literature review should have an introduction , a main body, and a conclusion . What you include in each depends on the objective of your literature review.

The introduction should clearly establish the focus and purpose of the literature review.

Depending on the length of your literature review, you might want to divide the body into subsections. You can use a subheading for each theme, time period, or methodological approach.

As you write, you can follow these tips:

• Summarize and synthesize: give an overview of the main points of each source and combine them into a coherent whole
• Analyze and interpret: don’t just paraphrase other researchers — add your own interpretations where possible, discussing the significance of findings in relation to the literature as a whole
• Critically evaluate: mention the strengths and weaknesses of your sources
• Write in well-structured paragraphs: use transition words and topic sentences to draw connections, comparisons and contrasts

In the conclusion, you should summarize the key findings you have taken from the literature and emphasize their significance.

When you’ve finished writing and revising your literature review, don’t forget to proofread thoroughly before submitting. Not a language expert? Check out Scribbr’s professional proofreading services !

This article has been adapted into lecture slides that you can use to teach your students about writing a literature review.

Scribbr slides are free to use, customize, and distribute for educational purposes.

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

• 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

A literature review is a survey of scholarly sources (such as books, journal articles, and theses) related to a specific topic or research question .

It is often written as part of a thesis, dissertation , or research paper , in order to situate your work in relation to existing knowledge.

There are several reasons to conduct a literature review at the beginning of a research project:

• To familiarize yourself with the current state of knowledge on your topic
• To ensure that you’re not just repeating what others have already done
• To identify gaps in knowledge and unresolved problems that your research can address
• To develop your theoretical framework and methodology
• To provide an overview of the key findings and debates on the topic

Writing the literature review shows your reader how your work relates to existing research and what new insights it will contribute.

The literature review usually comes near the beginning of your thesis or dissertation . After the introduction , it grounds your research in a scholarly field and leads directly to your theoretical framework or methodology .

A literature review is a survey of credible sources on a topic, often used in dissertations , theses, and research papers . Literature reviews give an overview of knowledge on a subject, helping you identify relevant theories and methods, as well as gaps in existing research. Literature reviews are set up similarly to other  academic texts , with an introduction , a main body, and a conclusion .

An  annotated bibliography is a list of  source references that has a short description (called an annotation ) for each of the sources. It is often assigned as part of the research process for a  paper .  

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Critical Writing Seminar: Community and Everyday Utopias - Fall 2024: Researching the White Paper

• Getting started
• News and Opinion Sites
• Academic Sources
• Grey Literature
• Substantive News Sources
• What to Do When You Are Stuck
• Understanding a citation
• Examples of Quotation
• Examples of Paraphrase
• Chicago Manual of Style: Citing Images
• Researching the Op-Ed
• Researching Prospective Employers
• Resume Resources
• Cover Letter Resources

Research the White Paper

Researching the white paper:.

The process of researching and composing a white paper shares some similarities with the kind of research and writing one does for a high school or college research paper. What’s important for writers of white papers to grasp, however, is how much this genre differs from a research paper.  First, the author of a white paper already recognizes that there is a problem to be solved, a decision to be made, and the job of the author is to provide readers with substantive information to help them make some kind of decision--which may include a decision to do more research because major gaps remain. 

Thus, a white paper author would not “brainstorm” a topic. Instead, the white paper author would get busy figuring out how the problem is defined by those who are experiencing it as a problem. Typically that research begins in popular culture--social media, surveys, interviews, newspapers. Once the author has a handle on how the problem is being defined and experienced, its history and its impact, what people in the trenches believe might be the best or worst ways of addressing it, the author then will turn to academic scholarship as well as “grey” literature (more about that later).  Unlike a school research paper, the author does not set out to argue for or against a particular position, and then devote the majority of effort to finding sources to support the selected position.  Instead, the author sets out in good faith to do as much fact-finding as possible, and thus research is likely to present multiple, conflicting, and overlapping perspectives. When people research out of a genuine desire to understand and solve a problem, they listen to every source that may offer helpful information. They will thus have to do much more analysis, synthesis, and sorting of that information, which will often not fall neatly into a “pro” or “con” camp:  Solution A may, for example, solve one part of the problem but exacerbate another part of the problem. Solution C may sound like what everyone wants, but what if it’s built on a set of data that have been criticized by another reliable source?  And so it goes. 

For example, if you are trying to write a white paper on the opioid crisis, you may focus on the value of  providing free, sterilized needles--which do indeed reduce disease, and also provide an opportunity for the health care provider distributing them to offer addiction treatment to the user. However, the free needles are sometimes discarded on the ground, posing a danger to others; or they may be shared; or they may encourage more drug usage. All of those things can be true at once; a reader will want to know about all of these considerations in order to make an informed decision. That is the challenging job of the white paper author.     
 The research you do for your white paper will require that you identify a specific problem, seek popular culture sources to help define the problem, its history, its significance and impact for people affected by it.  You will then delve into academic and grey literature to learn about the way scholars and others with professional expertise answer these same questions. In this way, you will create creating a layered, complex portrait that provides readers with a substantive exploration useful for deliberating and decision-making. You will also likely need to find or create images, including tables, figures, illustrations or photographs, and you will document all of your sources. 

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Opinion Guest Essay

How Project 2025 Would Change the Country

Credit... Photo illustration by Stephanie Ross

Supported by

By Steven Rattner

Graphics by Taylor Maggiacomo

Mr. Rattner is a contributing Opinion writer. He served as counselor to the Treasury secretary in the Obama administration.

• Sept. 9, 2024

When Donald Trump takes the debate stage on Tuesday, he will doubtless again try to disavow Project 2025, the radically conservative blueprint spearheaded by the Heritage Foundation for the next Republican administration.

We shouldn’t let him.

Seventy-eight percent of the contributors to the effort were members of his last administration and many of them are likely appointees to his next team if he’s re-elected. As the old Washington saying goes, “personnel is policy.”

The group of authors includes Russell Vought, who headed the Office of Management and Budget; Chris Miller, one of Mr. Trump’s acting defense secretaries; Ken Cucinelli, Mr. Trump’s deputy secretary of homeland security; and Peter Navarro, a longtime Trump adviser who was closely involved in the ex-president’s attempt to overturn the election.

We’ve seen this movie before. In 2016, ahead of Mr. Trump’s first term, the Heritage Foundation released the seventh edition of its “Mandate for Leadership.” One year into his presidency, Mr. Trump had embraced 64 percent of its policy recommendations, ranging from leaving the Paris climate accord to raising military spending to increasing drilling offshore and on federal lands.

Based on Mr. Trump’s campaign utterances and Project 2025’s proposals, expect far more radical actions from a second Trump presidency. Relying on analysis by the Center for American Progress and others, below are eight examples of how Project 2025’s proposals could alter American life.

Raise Income Taxes on Those Earning Less

Project 2025’s tax system would greatly benefit the wealthy

The 2025 plan would condense seven tax brackets into just two, leading to higher tax rates for lower-income Americans and lower rates for the rich.

How tax rates would change

For a married couple filing jointly

Current marginal tax rates

P r oject 2025 marginal tax rates

Household Income

How the amount of tax paid would change

Average tax liability for a married couple with two children, filing jointly

–$2,062

–$10,457

–$14,417

Current marginal

P r oject 2025

marginal tax rates

Household income

Tax increases

Millions of people would be at risk of losing health care coverage if there are lifetime Medicaid caps

Almost 95 million Americans were enrolled in Medicaid in 2021. If lifetime caps are implemented, over 19 million people, or 5% of the country’s population, would be at risk of losing their health care coverage.

Head Start bridges the gap in child care in rural counties

Share of child care centers that are Head Start grantees

Thousands of teachers would be at risk of losing their jobs if Title I were eliminated

Title I provides federal funding to low-income public schools. Without it, the entire country could lose around 6% of its teacher work force, affecting over 2.8 million students.

Student loan payments would balloon under Project 2025

Payments per month would increase substantially for new loans compared with Biden’s SAVE Plan, the current income-driven loan repayment plan.

Repealing the Inflation Reduction Act would slow progress on lowering carbon emissions

Clean energy funding and tax credits would be eliminated and multiple emissions regulations would be reversed if the I.R.A was repealed.

Project 2025 would ban America’s most common method of abortion

Medication abortions quickly became the most common method of abortions after the F.D.A. approved mifepristone and misoprostol in 2000.

Project 2025 would multiply the number of political appointees in federal agencies

By reclassifying policy-related positions to remove civil service protections and make employees easier to fire, the president’s influence over federal agencies would expand, though the exact number of positions that would be affected is unclear.

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