steps to complete a research project

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• Starting the research process

A Beginner's Guide to Starting the Research Process

When you have to write a thesis or dissertation , it can be hard to know where to begin, but there are some clear steps you can follow.

The research process often begins with a very broad idea for a topic you’d like to know more about. You do some preliminary research to identify a  problem . After refining your research questions , you can lay out the foundations of your research design , leading to a proposal that outlines your ideas and plans.

This article takes you through the first steps of the research process, helping you narrow down your ideas and build up a strong foundation for your research project.

Table of contents

Step 1: choose your topic, step 2: identify a problem, step 3: formulate research questions, step 4: create a research design, step 5: write a research proposal, other interesting articles.

First you have to come up with some ideas. Your thesis or dissertation topic can start out very broad. Think about the general area or field you’re interested in—maybe you already have specific research interests based on classes you’ve taken, or maybe you had to consider your topic when applying to graduate school and writing a statement of purpose .

Even if you already have a good sense of your topic, you’ll need to read widely to build background knowledge and begin narrowing down your ideas. Conduct an initial literature review to begin gathering relevant sources. As you read, take notes and try to identify problems, questions, debates, contradictions and gaps. Your aim is to narrow down from a broad area of interest to a specific niche.

Make sure to consider the practicalities: the requirements of your programme, the amount of time you have to complete the research, and how difficult it will be to access sources and data on the topic. Before moving onto the next stage, it’s a good idea to discuss the topic with your thesis supervisor.

>>Read more about narrowing down a research topic

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So you’ve settled on a topic and found a niche—but what exactly will your research investigate, and why does it matter? To give your project focus and purpose, you have to define a research problem .

The problem might be a practical issue—for example, a process or practice that isn’t working well, an area of concern in an organization’s performance, or a difficulty faced by a specific group of people in society.

Alternatively, you might choose to investigate a theoretical problem—for example, an underexplored phenomenon or relationship, a contradiction between different models or theories, or an unresolved debate among scholars.

To put the problem in context and set your objectives, you can write a problem statement . This describes who the problem affects, why research is needed, and how your research project will contribute to solving it.

>>Read more about defining a research problem

Next, based on the problem statement, you need to write one or more research questions . These target exactly what you want to find out. They might focus on describing, comparing, evaluating, or explaining the research problem.

A strong research question should be specific enough that you can answer it thoroughly using appropriate qualitative or quantitative research methods. It should also be complex enough to require in-depth investigation, analysis, and argument. Questions that can be answered with “yes/no” or with easily available facts are not complex enough for a thesis or dissertation.

In some types of research, at this stage you might also have to develop a conceptual framework and testable hypotheses .

>>See research question examples

The research design is a practical framework for answering your research questions. It involves making decisions about the type of data you need, the methods you’ll use to collect and analyze it, and the location and timescale of your research.

There are often many possible paths you can take to answering your questions. The decisions you make will partly be based on your priorities. For example, do you want to determine causes and effects, draw generalizable conclusions, or understand the details of a specific context?

You need to decide whether you will use primary or secondary data and qualitative or quantitative methods . You also need to determine the specific tools, procedures, and materials you’ll use to collect and analyze your data, as well as your criteria for selecting participants or sources.

>>Read more about creating a research design

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Finally, after completing these steps, you are ready to complete a research proposal . The proposal outlines the context, relevance, purpose, and plan of your research.

As well as outlining the background, problem statement, and research questions, the proposal should also include a literature review that shows how your project will fit into existing work on the topic. The research design section describes your approach and explains exactly what you will do.

You might have to get the proposal approved by your supervisor before you get started, and it will guide the process of writing your thesis or dissertation.

>>Read more about writing a research proposal

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

Methodology

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

 Statistics

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

Research bias

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

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• Research Objectives | Definition & Examples
• What Is a Fishbone Diagram? | Templates & Examples
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How to do a research project for your academic study

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Writing a research report is part of most university degrees, so it is essential you know what one is and how to write one. This guide on how to do a research project for your university degree shows you what to do at each stage, taking you from planning to finishing the project.

What is a research project? 

The big question is: what is a research project? A research project for students is an extended essay that presents a question or statement for analysis and evaluation. During a research project, you will present your own ideas and research on a subject alongside analysing existing knowledge. 

How to write a research report 

The next section covers the research project steps necessary to producing a research paper. 

Developing a research question or statement 

Research project topics will vary depending on the course you study. The best research project ideas develop from areas you already have an interest in and where you have existing knowledge. 

The area of study needs to be specific as it will be much easier to cover fully. If your topic is too broad, you are at risk of not having an in-depth project. You can, however, also make your topic too narrow and there will not be enough research to be done. To make sure you don’t run into either of these problems, it’s a great idea to create sub-topics and questions to ensure you are able to complete suitable research. 

A research project example question would be: How will modern technologies change the way of teaching in the future? 

Finding and evaluating sources 

Secondary research is a large part of your research project as it makes up the literature review section. It is essential to use credible sources as failing to do so may decrease the validity of your research project.

Examples of secondary research include:

• Peer-reviewed journals
• Scholarly articles
• Newspapers 

Great places to find your sources are the University library and Google Scholar. Both will give you many opportunities to find the credible sources you need. However, you need to make sure you are evaluating whether they are fit for purpose before including them in your research project as you do not want to include out of date information. 

When evaluating sources, you need to ask yourself:

• Is the information provided by an expert?
• How well does the source answer the research question?
• What does the source contribute to its field?
• Is the source valid? e.g. does it contain bias and is the information up-to-date?

It is important to ensure that you have a variety of sources in order to avoid bias. A successful research paper will present more than one point of view and the best way to do this is to not rely too heavily on just one author or publication. 

Conducting research 

For a research project, you will need to conduct primary research. This is the original research you will gather to further develop your research project. The most common types of primary research are interviews and surveys as these allow for many and varied results. 

Examples of primary research include: 

• Interviews and surveys 
• Focus groups 
• Experiments 
• Research diaries 

If you are looking to study in the UK and have an interest in bettering your research skills, The University of Sheffield is a  world top 100 research university  which will provide great research opportunities and resources for your project. 

Research report format  

Now that you understand the basics of how to write a research project, you now need to look at what goes into each section. The research project format is just as important as the research itself. Without a clear structure you will not be able to present your findings concisely. 

A research paper is made up of seven sections: introduction, literature review, methodology, findings and results, discussion, conclusion, and references. You need to make sure you are including a list of correctly cited references to avoid accusations of plagiarism. 

Introduction 

The introduction is where you will present your hypothesis and provide context for why you are doing the project. Here you will include relevant background information, present your research aims and explain why the research is important. 

Literature review  

The literature review is where you will analyse and evaluate existing research within your subject area. This section is where your secondary research will be presented. A literature review is an integral part of your research project as it brings validity to your research aims. 

What to include when writing your literature review:

• A description of the publications
• A summary of the main points
• An evaluation on the contribution to the area of study
• Potential flaws and gaps in the research 

Methodology

The research paper methodology outlines the process of your data collection. This is where you will present your primary research. The aim of the methodology section is to answer two questions: 

• Why did you select the research methods you used?
• How do these methods contribute towards your research hypothesis? 

In this section you will not be writing about your findings, but the ways in which you are going to try and achieve them. You need to state whether your methodology will be qualitative, quantitative, or mixed. 

• Qualitative – first hand observations such as interviews, focus groups, case studies and questionnaires. The data collected will generally be non-numerical. 
• Quantitative – research that deals in numbers and logic. The data collected will focus on statistics and numerical patterns.
• Mixed – includes both quantitative and qualitative research.

The methodology section should always be written in the past tense, even if you have already started your data collection. 

Findings and results 

In this section you will present the findings and results of your primary research. Here you will give a concise and factual summary of your findings using tables and graphs where appropriate. 

Discussion 

The discussion section is where you will talk about your findings in detail. Here you need to relate your results to your hypothesis, explaining what you found out and the significance of the research. 

It is a good idea to talk about any areas with disappointing or surprising results and address the limitations within the research project. This will balance your project and steer you away from bias.

Some questions to consider when writing your discussion: 

• To what extent was the hypothesis supported?
• Was your research method appropriate?
• Was there unexpected data that affected your results?
• To what extent was your research validated by other sources?

Conclusion 

The conclusion is where you will bring your research project to a close. In this section you will not only be restating your research aims and how you achieved them, but also discussing the wider significance of your research project. You will talk about the successes and failures of the project, and how you would approach further study. 

It is essential you do not bring any new ideas into your conclusion; this section is used only to summarise what you have already stated in the project. 

References 

As a research project is your own ideas blended with information and research from existing knowledge, you must include a list of correctly cited references. Creating a list of references will allow the reader to easily evaluate the quality of your secondary research whilst also saving you from potential plagiarism accusations. 

The way in which you cite your sources will vary depending on the university standard.

If you are an international student looking to  study a degree in the UK , The University of Sheffield International College has a range of  pathway programmes  to prepare you for university study. Undertaking a Research Project is one of the core modules for the  Pre-Masters programme  at The University of Sheffield International College.

Frequently Asked Questions 

What is the best topic for research .

It’s a good idea to choose a topic you have existing knowledge on, or one that you are interested in. This will make the research process easier; as you have an idea of where and what to look for in your sources, as well as more enjoyable as it’s a topic you want to know more about.

What should a research project include? 

There are seven main sections to a research project, these are:

• Introduction – the aims of the project and what you hope to achieve
• Literature review – evaluating and reviewing existing knowledge on the topic
• Methodology – the methods you will use for your primary research
• Findings and results – presenting the data from your primary research
• Discussion – summarising and analysing your research and what you have found out
• Conclusion – how the project went (successes and failures), areas for future study
• List of references – correctly cited sources that have been used throughout the project. 

How long is a research project? 

The length of a research project will depend on the level study and the nature of the subject. There is no one length for research papers, however the average dissertation style essay can be anywhere from 4,000 to 15,000+ words. 

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Research Process Steps: What they are + How To Follow

There are various approaches to conducting basic and applied research. This article explains the research process steps you should know. Whether you are doing basic research or applied research, there are many ways of doing it. In some ways, each research study is unique since it is conducted at a different time and place.

Conducting research might be difficult, but there are clear processes to follow. The research process starts with a broad idea for a topic. This article will assist you through the research process steps, helping you focus and develop your topic.

Research Process Steps

The research process consists of a series of systematic procedures that a researcher must go through in order to generate knowledge that will be considered valuable by the project and focus on the relevant topic.

To conduct effective research, you must understand the research process steps and follow them. Here are a few steps in the research process to make it easier for you:

Step 1: Identify the Problem

Finding an issue or formulating a research question is the first step. A well-defined research problem will guide the researcher through all stages of the research process, from setting objectives to choosing a technique. There are a number of approaches to get insight into a topic and gain a better understanding of it. Such as:

• A preliminary survey
• Case studies
• Interviews with a small group of people
• Observational survey

Step 2: Evaluate the Literature

A thorough examination of the relevant studies is essential to the research process . It enables the researcher to identify the precise aspects of the problem. Once a problem has been found, the investigator or researcher needs to find out more about it.

This stage gives problem-zone background. It teaches the investigator about previous research, how they were conducted, and its conclusions. The researcher can build consistency between his work and others through a literature review. Such a review exposes the researcher to a more significant body of knowledge and helps him follow the research process efficiently.

Step 3: Create Hypotheses

Formulating an original hypothesis is the next logical step after narrowing down the research topic and defining it. A belief solves logical relationships between variables. In order to establish a hypothesis, a researcher must have a certain amount of expertise in the field. 

It is important for researchers to keep in mind while formulating a hypothesis that it must be based on the research topic. Researchers are able to concentrate their efforts and stay committed to their objectives when they develop theories to guide their work.

Step 4: The Research Design

Research design is the plan for achieving objectives and answering research questions. It outlines how to get the relevant information. Its goal is to design research to test hypotheses, address the research questions, and provide decision-making insights.

The research design aims to minimize the time, money, and effort required to acquire meaningful evidence. This plan fits into four categories:

• Exploration and Surveys
• Data Analysis
• Observation

Step 5: Describe Population

Research projects usually look at a specific group of people, facilities, or how technology is used in the business. In research, the term population refers to this study group. The research topic and purpose help determine the study group.

Suppose a researcher wishes to investigate a certain group of people in the community. In that case, the research could target a specific age group, males or females, a geographic location, or an ethnic group. A final step in a study’s design is to specify its sample or population so that the results may be generalized.

Step 6: Data Collection

Data collection is important in obtaining the knowledge or information required to answer the research issue. Every research collected data, either from the literature or the people being studied. Data must be collected from the two categories of researchers. These sources may provide primary data.

• Questionnaire

Secondary data categories are:

• Literature survey
• Official, unofficial reports
• An approach based on library resources

Step 7: Data Analysis

During research design, the researcher plans data analysis. After collecting data, the researcher analyzes it. The data is examined based on the approach in this step. The research findings are reviewed and reported.

Data analysis involves a number of closely related stages, such as setting up categories, applying these categories to raw data through coding and tabulation, and then drawing statistical conclusions. The researcher can examine the acquired data using a variety of statistical methods.

Step 8: The Report-writing

After completing these steps, the researcher must prepare a report detailing his findings. The report must be carefully composed with the following in mind:

• The Layout: On the first page, the title, date, acknowledgments, and preface should be on the report. A table of contents should be followed by a list of tables, graphs, and charts if any.
• Introduction: It should state the research’s purpose and methods. This section should include the study’s scope and limits.
• Summary of Findings: A non-technical summary of findings and recommendations will follow the introduction. The findings should be summarized if they’re lengthy.
• Principal Report: The main body of the report should make sense and be broken up into sections that are easy to understand.
• Conclusion: The researcher should restate his findings at the end of the main text. It’s the final result.

LEARN ABOUT: 12 Best Tools for Researchers

The research process involves several steps that make it easy to complete the research successfully. The steps in the research process described above depend on each other, and the order must be kept. So, if we want to do a research project, we should follow the research process steps.

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How to Get Started With a Research Project

Last Updated: October 3, 2023 Fact Checked

This article was co-authored by Chris Hadley, PhD . Chris Hadley, PhD is part of the wikiHow team and works on content strategy and data and analytics. Chris Hadley earned his PhD in Cognitive Psychology from UCLA in 2006. Chris' academic research has been published in numerous scientific journals. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 313,591 times.

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

Development and Foundation

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

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

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

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

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

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

Expanding Your Idea with Research

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

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

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

Expert Q&A

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

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

You Might Also Like

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

About This Article

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

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11.3 Managing Your Research Project

Learning objectives.

• Identify reasons for outlining the scope and sequence of a research project.
• Recognize the steps of the research writing process.
• Develop a plan for managing time and resources to complete the research project on time.
• Identify organizational tools and strategies to use in managing the project.

The prewriting you have completed so far has helped you begin to plan the content of your research paper—your topic, research questions, and preliminary thesis. It is equally important to plan out the process of researching and writing the paper. Although some types of writing assignments can be completed relatively quickly, developing a good research paper is a complex process that takes time. Breaking it into manageable steps is crucial. Review the steps outlined at the beginning of this chapter.

Steps to Writing a Research Paper

• Choose a topic.
• Schedule and plan time for research and writing.
• Conduct research.
• Organize research
• Draft your paper.
• Revise and edit your paper.

You have already completed step 1. In this section, you will complete step 2. The remaining steps fall under two broad categories—the research phase of the project (steps 3 and 4) and the writing phase (steps 5 and 6). Both phases present challenges. Understanding the tasks involved and allowing enough time to complete each task will help you complete your research paper on time with a minimal amount of stress.

Planning Your Project

Each step of a research project requires time and attention. Careful planning helps ensure that you will keep your project running smoothly and produce your best work. Set up a project schedule that shows when you will complete each step. Think about how you will complete each step and what project resources you will use. Resources may include anything from library databases and word-processing software to interview subjects and writing tutors.

To develop your schedule, use a calendar and work backward from the date your final draft is due. Generally, it is wise to divide half of the available time on the research phase of the project and half on the writing phase. For example, if you have a month to work, plan for two weeks for each phase. If you have a full semester, plan to begin research early and to start writing by the middle of the term. You might think that no one really works that far ahead, but try it. You will probably be pleased with the quality of your work and with the reduction in your stress level.

As you plan, break down major steps into smaller tasks if necessary. For example, step 3, conducting research, involves locating potential sources, evaluating their usefulness and reliability, reading, and taking notes. Defining these smaller tasks makes the project more manageable by giving you concrete goals to achieve.

Jorge had six weeks to complete his research project. Working backward from a due date of May 2, he mapped out a schedule for completing his research by early April so that he would have ample time to write. Jorge chose to write his schedule in his weekly planner to help keep himself on track.

Review Jorge’s schedule. Key target dates are shaded. Note that Jorge planned times to use available resources by visiting the library and writing center and by meeting with his instructor.

• Working backward from the date your final draft is due, create a project schedule. You may choose to write a sequential list of tasks or record tasks on a calendar.
• Check your schedule to be sure that you have broken each step into smaller tasks and assigned a target completion date to each key task.
• Review your target dates to make sure they are realistic. Always allow a little more time than you think you will actually need.

Plan your schedule realistically, and consider other commitments that may sometimes take precedence. A business trip or family visit may mean that you are unable to work on the research project for a few days. Make the most of the time you have available. Plan for unexpected interruptions, but keep in mind that a short time away from the project may help you come back to it with renewed enthusiasm. Another strategy many writers find helpful is to finish each day’s work at a point when the next task is an easy one. That makes it easier to start again.

Writing at Work

When you create a project schedule at work, you set target dates for completing certain tasks and identify the resources you plan to use on the project. It is important to build in some flexibility. Materials may not be received on time because of a shipping delay. An employee on your team may be called away to work on a higher-priority project. Essential equipment may malfunction. You should always plan for the unexpected.

Staying Organized

Although setting up a schedule is easy, sticking to one is challenging. Even if you are the rare person who never procrastinates, unforeseen events may interfere with your ability to complete tasks on time. A self-imposed deadline may slip your mind despite your best intentions. Organizational tools—calendars, checklists, note cards, software, and so forth—can help you stay on track.

Throughout your project, organize both your time and your resources systematically. Review your schedule frequently and check your progress. It helps to post your schedule in a place where you will see it every day. Both personal and workplace e-mail systems usually include a calendar feature where you can record tasks, arrange to receive daily reminders, and check off completed tasks. Electronic devices such as smartphones have similar features.

Organize project documents in a binder or electronic folder, and label project documents and folders clearly. Use note cards or an electronic document to record bibliographical information for each source you plan to use in your paper. Tracking this information throughout the research process can save you hours of time when you create your references page.

Revisit the schedule you created in Note 11.42 “Exercise 1” . Transfer it into a format that will help you stay on track from day to day. You may wish to input it into your smartphone, write it in a weekly planner, post it by your desk, or have your e-mail account send you daily reminders. Consider setting up a buddy system with a classmate that will help you both stay on track.

Some people enjoy using the most up-to-date technology to help them stay organized. Other people prefer simple methods, such as crossing off items on a checklist. The key to staying organized is finding a system you like enough to use daily. The particulars of the method are not important as long as you are consistent.

Anticipating Challenges

Do any of these scenarios sound familiar? You have identified a book that would be a great resource for your project, but it is currently checked out of the library. You planned to interview a subject matter expert on your topic, but she calls to reschedule your meeting. You have begun writing your draft, but now you realize that you will need to modify your thesis and conduct additional research. Or you have finally completed your draft when your computer crashes, and days of hard work disappear in an instant.

These troubling situations are all too common. No matter how carefully you plan your schedule, you may encounter a glitch or setback. Managing your project effectively means anticipating potential problems, taking steps to minimize them where possible, and allowing time in your schedule to handle any setbacks.

Many times a situation becomes a problem due only to lack of planning. For example, if a book is checked out of your local library, it might be available through interlibrary loan, which usually takes a few days for the library staff to process. Alternatively, you might locate another, equally useful source. If you have allowed enough time for research, a brief delay will not become a major setback.

You can manage other potential problems by staying organized and maintaining a take-charge attitude. Take a minute each day to save a backup copy of your work on a portable hard drive. Maintain detailed note cards and source cards as you conduct research—doing so will make citing sources in your draft infinitely easier. If you run into difficulties with your research or your writing, ask your instructor for help, or make an appointment with a writing tutor.

Identify five potential problems you might encounter in the process of researching and writing your paper. Write them on a separate sheet of paper. For each problem, write at least one strategy for solving the problem or minimizing its effect on your project.

In the workplace, documents prepared at the beginning of a project often include a detailed plan for risk management. When you manage a project, it makes sense to anticipate and prepare for potential setbacks. For example, to roll out a new product line, a software development company must strive to complete tasks on a schedule in order to meet the new product release date. The project manager may need to adjust the project plan if one or more tasks fall behind schedule.

Key Takeaways

• To complete a research project successfully, a writer must carefully manage each phase of the process and break major steps into smaller tasks.
• Writers can plan a research project by setting up a schedule based on the deadline and by identifying useful project resources.
• Writers stay focused by using organizational tools that suit their needs.
• Anticipating and planning for potential setbacks can help writers avoid those setbacks or minimize their effect on the project schedule.

Writing for Success Copyright © 2015 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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How to do a Research Project: 6 Steps

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Table of contents

• Introduction

What is a research project?

Research project steps:.

A year ago I had this crazy idea of experimenting with the final semester of my two-year course. Being an international student in Australia, doing two postgraduate degrees and working at the same time was apparently not enough for me. So instead of choosing to do a professional project and finishing my degree, I decided to do a research project .

If you must know, I literally had no idea of how to do a research project or how to write a thesis . So I went to my professor and told him about my plans to complete a research project for my final semester. “If students imagine completing a research project in three months, I ask them to come and see me. And they later un-imagine it,” came my professor’s reply.

I was then given special permission to take two semesters to finish this research project – and hopefully in a few weeks’ time I will submit my first completed piece of research. In the past few months I have learned a lot of lessons that I want to share, in case you also decide to follow this route without any prior knowledge of how to do a research project!

• Step 1:  Find the right supervisor
• Step 2: Don’t be shy, ask!
• Step 3: Select the right topic
• Step 4: Keep your plan realistic
• Step 5: Prepare a project timeline
• Step  6: Write, write and write

1. Find the right supervisor

My professor asked a faculty member to become my supervisor. I floated an idea about what area I was interested in working on, and she agreed to keep an eye on me. In terms of a supervisor I couldn’t have asked for anything better. She is patient with me, she knows my shortcomings and she always motivates me even if I am unable to see myself progressing. Having such a supervisor makes this journey very comfortable and easy.

2. Don’t be shy, ask!

I told you earlier that I did not have any clue about how to do a research project. That was my reality and I didn’t try to hide it. I communicated my weakness openly to my supervisor and warned her in advance that I would be asking stupid questions throughout the duration of my project just so I could get an idea of what I was doing. “No question is stupid,” she assured me. The credit indeed goes to her, but it is ultimately your responsibility to communicate with your supervisor and ask as many questions as you need to.

3. Select the right topic

Your topic will determine your project. It should be interesting and it should be something that you really want to investigate. So never rely on others for recommendations about what should be your topic of research. Try to read and think a lot and you will find an area of interest. Explore your inner self, even if it takes time. In a few weeks you will start gathering your thoughts and realize what you actually are interested in researching.

4. Keep your plan realistic

Your topic could be the best in the field, but do you have enough resources to finish the project? Suppose your research project involves travelling halfway around the world to conduct a field investigation. The question you must be asking yourself is: can I afford that much time and money? If not, then no matter how brilliant your idea is, you need to think of something else. Save this one for when you receive a healthy research grant.

5. Prepare a project timeline

Having a project timeline is everything. It keeps you on track all the time. You should have a timeline set out in the first week, stating targets that you must achieve throughout the duration of your research project. Things could go wrong here and there, and you can always adjust dates, but it is very important to have a schedule, ideally broken down further into weekly targets. Ask your supervisor about what kind of targets you should set and try to achieve these on a weekly basis. Doing this should help you avoid becoming overwhelmed.

6. Write, write and write

If you’re unsure how to write a thesis, the best advice I can give is not to leave the writing stage until last. Start writing from day one. This is something I learned the hard way. My supervisor always suggests writing, but I don’t feel comfortable doing that unless I have all the information in hand. However, I’ve learned how important it is to write down whatever you do, and make notes of whatever you read. Documenting the whole process as you go will help you finalize the project in a very effective way. So don’t worry about writing things that are “wrong” or that don’t make sense. Remember, it only has to make sense once the whole project is finished. So even if it seems raw, keep on writing and get regular feedback from your supervisor.

These are some general rules that apply to every research project. You will definitely have to alter a few things here and there depending on your area of interest and your topic. I wish you good luck for this. And if you need to talk to me, don’t hesitate to leave a comment below. Finally, remember that persistence is the key. You may feel like giving up when things go off track, but stick with it and you’ll not only emerge with a completed project, you’ll also gain lots of invaluable skills along the way.

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Hailing from Pakistan, Zain finished a Masters of Journalism and International Relations at Monash University in Australia. He is working as a journalist and media trainer in Melbourne along with secretly harboring an ambition to become a filmmaker.

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How to plan a research project

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

by Brooke Harrington   + BIO

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

Edited by Sam Haselby

Need to know

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

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

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

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

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

Step 1: Orient yourself

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

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

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

Step 2: Define your research question

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

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

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

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

Step 3: Review previous research

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

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

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

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

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

Step 4: Choose your data and methods

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

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

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

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

Circle back and consider revising your initial plans

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

Key points – How to plan a research project

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

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

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

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

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

Exercise 1: Definition of research question and sources

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

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

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

b) Research question(s)

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

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

c) Annotated bibliography

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

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

Name of author(s):

Publication date:

Title of book, chapter, or article:

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

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

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

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

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

Exercise 2: Towards an analysis

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

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

Links & books

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

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

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

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

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Key Steps in the Research Process - A Comprehensive Guide

Embarking on a research journey can be both thrilling and challenging. Whether you're a student, journalist, or simply inquisitive about a subject, grasping the research process steps is vital for conducting thorough and efficient research. In this all-encompassing guide, we'll navigate you through the pivotal stages of what is the research process, from pinpointing your topic to showcasing your discoveries.

We'll delve into how to formulate a robust research question, undertake preliminary research, and devise a structured research plan. You'll acquire strategies for gathering and scrutinizing data, along with advice for effectively disseminating your findings. By adhering to these steps in the research process, you'll be fully prepared to confront any research endeavor that presents itself.

Step 1: Identify and Develop Your Topic

Identifying and cultivating a research topic is the foundational first step in the research process. Kick off by brainstorming potential subjects that captivate your interest, as this will fuel your enthusiasm throughout the endeavor. 

Employ the following tactics to spark ideas and understand what is the first step in the research process:

• Review course materials, lecture notes, and assigned readings for inspiration
• Engage in discussions with peers, professors, or experts in the field
• Investigate current events, news pieces, or social media trends pertinent to your field of study to uncover valuable market research insights.
• Reflect on personal experiences or observations that have sparked your curiosity

Once you've compiled a roster of possible topics, engage in preliminary research to evaluate the viability and breadth of each concept. This initial probe may encompass various research steps and procedures to ensure a comprehensive understanding of the topics at hand.

• Scanning Wikipedia articles or other general reference sources for an overview
• Searching for scholarly articles, books, or media related to your topic
• Identifying key concepts, theories, or debates within the field
• Considering the availability of primary sources or data for analysis

While amassing background knowledge, begin to concentrate your focus and hone your topic. Target a subject that is specific enough to be feasible within your project's limits, yet expansive enough to permit substantial analysis. Mull over the following inquiries to steer your topic refinement and address the research problem effectively:

• What aspect of the topic am I most interested in exploring?
• What questions or problems related to this topic remain unanswered or unresolved?
• How can I contribute new insights or perspectives to the existing body of knowledge?
• What resources and methods will I need to investigate this topic effectively?

Step 2: Conduct Preliminary Research

Having pinpointed a promising research topic, it's time to plunge into preliminary research. This essential phase enables you to deepen your grasp of the subject and evaluate the practicality of your project. Here are some pivotal tactics for executing effective preliminary research using various library resources:

• Literature Review

To effectively embark on your scholarly journey, it's essential to consult a broad spectrum of sources, thereby enriching your understanding with the breadth of academic research available on your topic. This exploration may encompass a variety of materials.

• Online catalogs of libraries (local, regional, national, and special)
• Meta-catalogs and subject-specific online article databases
• Digital institutional repositories and open access resources
• Works cited in scholarly books and articles
• Print bibliographies and internet sources
• Websites of major nonprofit organizations, research institutes, museums, universities, and government agencies
• Trade and scholarly publishers
• Discussions with fellow scholars and peers
• Identify Key Debates

Engaging with the wealth of recently published materials and seminal works in your field is a pivotal part of the research process definition. Focus on discerning the core ideas, debates, and arguments that define your topic, which will in turn sharpen your research focus and guide you toward formulating pertinent research questions.

• Narrow Your Focus

Hone your topic by leveraging your initial findings to tackle a specific issue or facet within the larger subject, a fundamental step in the research process steps. Consider various factors that could influence the direction and scope of your inquiry.

• Subtopics and specific issues
• Key debates and controversies
• Timeframes and geographical locations
• Organizations or groups of people involved

A thorough evaluation of existing literature and a comprehensive assessment of the information at hand will pinpoint the exact dimensions of the issue you aim to explore. This methodology ensures alignment with prior research, optimizes resources, and can bolster your case when seeking research funding by demonstrating a well-founded approach.

Step 3: Establish Your Research Question

Having completed your preliminary research and topic refinement, the next vital phase involves formulating a precise and focused research question. This question, a cornerstone among research process steps, will steer your investigation, keeping it aligned with relevant data and insights. When devising your research question, take into account these critical factors:

Initiate your inquiry by defining the requirements and goals of your study, a key step in the research process steps. Whether you're testing a hypothesis, analyzing data, or constructing and supporting an argument, grasping the intent of your research is crucial for framing your question effectively.

Ensure that your research question is feasible, given your constraints in time and word count, an important consideration in the research process steps. Steer clear of questions that are either too expansive or too constricted, as they may impede your capacity to conduct a comprehensive analysis.

Your research question should transcend a mere 'yes' or 'no' response, prompting a thorough engagement with the research process steps. It should foster a comprehensive exploration of the topic, facilitating the analysis of issues or problems beyond just a basic description.

• Researchability

Ensure that your research question opens the door to quality research materials, including academic books and refereed journal articles. It's essential to weigh the accessibility of primary data and secondary data that will bolster your investigative efforts.

When establishing your research question, take the following steps:

• Identify the specific aspect of your general topic that you want to explore
• Hypothesize the path your answer might take, developing a hypothesis after formulating the question
• Steer clear of certain types of questions in your research process steps, such as those that are deceptively simple, fictional, stacked, semantic, impossible-to-answer, opinion or ethical, and anachronistic, to maintain the integrity of your inquiry.
• Conduct a self-test on your research question to confirm it adheres to the research process steps, ensuring it is flexible, testable, clear, precise, and underscores a distinct reason for its importance.

By meticulously formulating your research question, you're establishing a solid groundwork for the subsequent research process steps, guaranteeing that your efforts are directed, efficient, and yield productive outcomes.

Step 4: Develop a Research Plan

Having formulated a precise research question, the ensuing phase involves developing a detailed research plan. This plan, integral to the research process steps, acts as a navigational guide for your project, keeping you organized, concentrated, and on a clear path to accomplishing your research objectives. When devising your research plan, consider these pivotal components:

• Project Goals and Objectives

Articulate the specific aims and objectives of your research project with clarity. These should be in harmony with your research question and provide a structured framework for your investigation, ultimately aligning with your overarching business goals.

• Research Methods

Select the most appropriate research tools and statistical methods to address your question effectively. This may include a variety of qualitative and quantitative approaches to ensure comprehensive analysis.

• Quantitative methods (e.g., surveys, experiments)
• Qualitative methods (e.g., interviews, focus groups)
• Mixed methods (combining quantitative and qualitative approaches)
• Access to databases, archives, or special collections
• Specialized equipment or software
• Funding for travel, materials, or participant compensation
• Assistance from research assistants, librarians, or subject matter experts
• Participant Recruitment

If your research involves human subjects, develop a strategic plan for recruiting participants. Consider factors such as the inclusion of diverse ethnic groups and the use of user interviews to gather rich, qualitative data.

• Target population and sample size
• Inclusion and exclusion criteria
• Recruitment strategies (e.g., flyers, social media, snowball sampling)
• Informed consent procedures
• Instruments or tools for gathering data (e.g., questionnaires, interview guides)
• Data storage and management protocols
• Statistical or qualitative analysis techniques
• Software or tools for data analysis (e.g., SPSS, NVivo)

Create a realistic project strategy for your research project, breaking it down into manageable stages or milestones. Consider factors such as resource availability and potential bottlenecks.

• Literature review and background research
• IRB approval (if applicable)
• Participant recruitment and data collection
• Data analysis and interpretation
• Writing and revising your findings
• Dissemination of results (e.g., presentations, publications)

By developing a comprehensive research plan, incorporating key research process steps, you'll be better equipped to anticipate challenges, allocate resources effectively, and ensure the integrity and rigor of your research process. Remember to remain flexible and adaptable to navigate unexpected obstacles or opportunities that may arise.

Step 5: Conduct the Research

With your research plan in place, it's time to dive into the data collection phase. As you conduct your research, adhere to the established research process steps to ensure the integrity and quality of your findings.

Conduct your research in accordance with federal regulations, state laws, institutional SOPs, and policies. Familiarize yourself with the IRB-approved protocol and follow it diligently, as part of the essential research process steps.

• Roles and Responsibilities

Understand and adhere to the roles and responsibilities of the principal investigator and other research team members. Maintain open communication lines with all stakeholders, including the sponsor and IRB, to foster cross-functional collaboration.

• Data Management

Develop and maintain an effective system for data collection and storage, utilizing advanced research tools. Ensure that each member of the research team has seamless access to the most up-to-date documents, including the informed consent document, protocol, and case report forms.

• Quality Assurance

Implement comprehensive quality assurance measures to verify that the study adheres strictly to the IRB-approved protocol, institutional policy, and all required regulations. Confirm that all study activities are executed as planned and that any deviations are addressed with precision and appropriateness.

• Participant Eligibility

As part of the essential research process steps, verify that potential study subjects meet all eligibility criteria and none of the ineligibility criteria before advancing with the research.

To maintain the highest standards of academic integrity and ethical conduct:

• Conduct research with unwavering honesty in all facets, including experimental design, data generation, and analysis, as well as the publication of results, as these are critical research process steps.
• Maintain a climate conducive to conducting research in strict accordance with good research practices, ensuring each step of the research process is meticulously observed.
• Provide appropriate supervision and training for researchers.
• Encourage open discussion of ideas and the widest dissemination of results possible.
• Keep clear and accurate records of research methods and results.
• Exercise a duty of care to all those involved in the research.

When collecting and assimilating data:

• Use professional online data analysis tools to streamline the process.
• Use metadata for context
• Assign codes or labels to facilitate grouping or comparison
• Convert data into different formats or scales for compatibility
• Organize documents in both the study participant and investigator's study regulatory files, creating a central repository for easy access and reference, as this organization is a pivotal step in the research process.

By adhering to these guidelines and upholding a commitment to ethical and rigorous research practices, you'll be well-equipped to conduct your research effectively and contribute meaningful insights to your field of study, thereby enhancing the integrity of the research process steps.

Step 6: Analyze and Interpret Data

Embarking on the research process steps, once you have gathered your research data, the subsequent critical phase is to delve into analysis and interpretation. This stage demands a meticulous examination of the data, spotting trends, and forging insightful conclusions that directly respond to your research question. Reflect on these tactics for a robust approach to data analysis and interpretation:

• Organize and Clean Your Data

A pivotal aspect of the research process steps is to start by structuring your data in an orderly and coherent fashion. This organizational task may encompass:

• Creating a spreadsheet or database to store your data
• Assigning codes or labels to facilitate grouping or comparison
• Cleaning the data by removing any errors, inconsistencies, or missing values
• Converting data into different formats or scales for compatibility
• Calculating measures of central tendency (mean, median, mode)
• Determining measures of variability (range, standard deviation)
• Creating frequency tables or histograms to visualize the distribution of your data
• Identifying any outliers or unusual patterns in your data
• Perform Inferential Analysis

Integral to the research process steps, you might engage in inferential analysis to evaluate hypotheses or extrapolate findings to a broader demographic, contingent on your research design and query. This analytical step may include:

• Selecting appropriate statistical tests (e.g., t-tests, ANOVA, regression analysis)
• As part of the research process steps, establishing a significance threshold (e.g., p < 0.05) is essential to gauge the likelihood of your results being a random occurrence rather than a significant finding.
• Interpreting the results of your statistical tests in the context of your research question
• Considering the practical significance of your findings, in addition to statistical significance

When interpreting your data, it's essential to:

• Look for relationships, patterns, and trends in your data
• Consider alternative explanations for your findings
• Acknowledge any limitations or potential biases in your research design or data collection
• Leverage data visualization techniques such as graphs, charts, and infographics to articulate your research findings with clarity and impact, thereby enhancing the communicative value of your data.
• Seek feedback from peers, mentors, or subject matter experts to validate your interpretations

It's important to recognize that data interpretation is a cyclical process that hinges on critical thinking, inventiveness, and the readiness to refine your conclusions with emerging insights. By tackling data analysis and interpretation with diligence and openness, you're setting the stage to derive meaningful and justifiable inferences from your research, in line with the research process steps.

Step 7: Present the Findings

After meticulous analysis and interpretation of your research findings, as dictated by the research process steps, the moment arrives to disseminate your insights. Effectively presenting your research is key to captivating your audience and conveying the importance of your findings. Employ these strategies to create an engaging and persuasive presentation:

• Organize Your Findings : 

Use the PEEL method to structure your presentation:

• Point: Clearly state your main argument or finding
• Evidence: Present the data and analysis that support your point
• Explanation: Provide context and interpret the significance of your evidence
• Link: Connect your findings to the broader research question or field
• Tailor Your Message

Understanding your audience is crucial to effective communication. When presenting your research, it's important to tailor your message to their background, interests, and level of expertise, effectively employing user personas to guide your approach.

• Use clear, concise language and explain technical terms
• Highlight what makes your research unique and impactful
• Craft a compelling narrative with a clear structure and hook
• Share the big picture, emphasizing the significance of your findings
• Engage Your Audience : Make your presentation enjoyable and memorable by incorporating creative elements:
• Use visual aids, such as tables, charts, and graphs, to communicate your findings effectively
• To vividly convey your research journey, consider employing storytelling techniques, such as UX comics or storyboards, which can make complex information more accessible and engaging.
• Injecting humor and personality into your presentation can be a powerful tool for communication. Utilize funny messages or GIFs to lighten the mood, breaking up tension and refocusing attention, thereby enhancing the effectiveness of humor in communication.

By adhering to these strategies, you'll be well-prepared to present your research findings in a manner that's both clear and captivating. Ensure you follow research process steps such as citing your sources accurately and discussing the broader implications of your work, providing actionable recommendations, and delineating the subsequent phases for integrating your findings into broader practice or policy frameworks.

The research process is an intricate journey that demands meticulous planning, steadfast execution, and incisive analysis. By adhering to the fundamental research process steps outlined in this guide, from pinpointing your topic to showcasing your findings, you're setting yourself up for conducting research that's both effective and influential. Keep in mind that the research journey is iterative, often necessitating revisits to certain stages as fresh insights surface or unforeseen challenges emerge.

As you commence your research journey, seize the chance to contribute novel insights to your field and forge a positive global impact. By tackling your research with curiosity, integrity, and a dedication to excellence, you're paving the way towards attaining your research aspirations and making a substantial difference with your work, all while following the critical research process steps.

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Basic Steps in the Research Process

The following steps outline a simple and effective strategy for writing a research paper. Depending on your familiarity with the topic and the challenges you encounter along the way, you may need to rearrange these steps.

Step 1: Identify and develop your topic

Selecting a topic can be the most challenging part of a research assignment. Since this is the very first step in writing a paper, it is vital that it be done correctly. Here are some tips for selecting a topic:

• Select a topic within the parameters set by the assignment. Many times your instructor will give you clear guidelines as to what you can and cannot write about. Failure to work within these guidelines may result in your proposed paper being deemed unacceptable by your instructor.
• Select a topic of personal interest to you and learn more about it. The research for and writing of a paper will be more enjoyable if you are writing about something that you find interesting.
• Select a topic for which you can find a manageable amount of information. Do a preliminary search of information sources to determine whether existing sources will meet your needs. If you find too much information, you may need to narrow your topic; if you find too little, you may need to broaden your topic.
• Be original. Your instructor reads hundreds of research papers every year, and many of them are on the same topics (topics in the news at the time, controversial issues, subjects for which there is ample and easily accessed information). Stand out from your classmates by selecting an interesting and off-the-beaten-path topic.
• Still can't come up with a topic to write about? See your instructor for advice.

Once you have identified your topic, it may help to state it as a question. For example, if you are interested in finding out about the epidemic of obesity in the American population, you might pose the question "What are the causes of obesity in America ?" By posing your subject as a question you can more easily identify the main concepts or keywords to be used in your research.

Step 2 : Do a preliminary search for information

Before beginning your research in earnest, do a preliminary search to determine whether there is enough information out there for your needs and to set the context of your research. Look up your keywords in the appropriate titles in the library's Reference collection (such as encyclopedias and dictionaries) and in other sources such as our catalog of books, periodical databases, and Internet search engines. Additional background information may be found in your lecture notes, textbooks, and reserve readings. You may find it necessary to adjust the focus of your topic in light of the resources available to you.

Step 3: Locate materials

With the direction of your research now clear to you, you can begin locating material on your topic. There are a number of places you can look for information:

If you are looking for books, do a subject search in One Search . A Keyword search can be performed if the subject search doesn't yield enough information. Print or write down the citation information (author, title,etc.) and the location (call number and collection) of the item(s). Note the circulation status. When you locate the book on the shelf, look at the books located nearby; similar items are always shelved in the same area. The Aleph catalog also indexes the library's audio-visual holdings.

Use the library's  electronic periodical databases  to find magazine and newspaper articles. Choose the databases and formats best suited to your particular topic; ask at the librarian at the Reference Desk if you need help figuring out which database best meets your needs. Many of the articles in the databases are available in full-text format.

Use search engines ( Google ,  Yahoo , etc.) and subject directories to locate materials on the Internet. Check the  Internet Resources  section of the NHCC Library web site for helpful subject links.

Step 4: Evaluate your sources

See the  CARS Checklist for Information Quality   for tips on evaluating the authority and quality of the information you have located. Your instructor expects that you will provide credible, truthful, and reliable information and you have every right to expect that the sources you use are providing the same. This step is especially important when using Internet resources, many of which are regarded as less than reliable.

Step 5: Make notes

Consult the resources you have chosen and note the information that will be useful in your paper. Be sure to document all the sources you consult, even if you there is a chance you may not use that particular source. The author, title, publisher, URL, and other information will be needed later when creating a bibliography.

Step 6: Write your paper

Begin by organizing the information you have collected. The next step is the rough draft, wherein you get your ideas on paper in an unfinished fashion. This step will help you organize your ideas and determine the form your final paper will take. After this, you will revise the draft as many times as you think necessary to create a final product to turn in to your instructor.

Step 7: Cite your sources properly

Give credit where credit is due; cite your sources.

Citing or documenting the sources used in your research serves two purposes: it gives proper credit to the authors of the materials used, and it allows those who are reading your work to duplicate your research and locate the sources that you have listed as references. The  MLA  and the  APA  Styles are two popular citation formats.

Failure to cite your sources properly is plagiarism. Plagiarism is avoidable!

Step 8: Proofread

The final step in the process is to proofread the paper you have created. Read through the text and check for any errors in spelling, grammar, and punctuation. Make sure the sources you used are cited properly. Make sure the message that you want to get across to the reader has been thoroughly stated.

Additional research tips:

• Work from the general to the specific -- find background information first, then use more specific sources.
• Don't forget print sources -- many times print materials are more easily accessed and every bit as helpful as online resources.
• The library has books on the topic of writing research papers at call number area LB 2369.
• If you have questions about the assignment, ask your instructor.
• If you have any questions about finding information in the library, ask the librarian.

Contact Information

Craig larson.

Librarian 763-424-0733 [email protected] Zoom:  myzoom   Available by appointment

Get Started

How to Do Research: A Step-By-Step Guide: Get Started

• Get Started
• 1a. Select a Topic
• 1b. Develop Research Questions
• 1c. Identify Keywords
• 1d. Find Background Information
• 1e. Refine a Topic
• 2a. Search Strategies
• 2d. Articles
• 2e. Videos & Images
• 2f. Databases
• 2g. Websites
• 2h. Grey Literature
• 2i. Open Access Materials
• 3a. Evaluate Sources
• 3b. Primary vs. Secondary
• 3c. Types of Periodicals
• 4a. Take Notes
• 4b. Outline the Paper
• 4c. Incorporate Source Material
• 5a. Avoid Plagiarism
• 5b. Zotero & MyBib
• 5c. MLA Formatting
• 5d. MLA Citation Examples
• 5e. APA Formatting
• 5f. APA Citation Examples
• 5g. Annotated Bibliographies

Related Guides

• Elmira College Writing Center Get one-on-one assistance for all types of writing.

Recommended Websites

• Purdue University's Online Writing Lab (OWL)

Research Process Overview

Step 1.  Develop a topic Select a Topic | Develop Research Questions | Identify Keywords | Find Background Information | Refine a Topic

Step 2. Locate information Search Strategies | Books | eBooks | Articles  | Videos & Images | Databases | Websites | Grey Literature

Step 3. Evaluate and analyze information Evaluate Sources | Primary vs Secondary | Types of Periodicals

Step 4. Write, organize, and communicate information Take Notes | Outline the Paper | Incorporate Source Material

Step 5. Cite sources Avoid Plagiarism | Zotero & MyBib | MLA | APA | Chicago Style | Annotated Bibliographies

For research help,  use one of the following options:

Ask the GTL

• Next: Step 1: Develop a Topic >>
• Last Updated: Aug 13, 2024 3:10 PM
• URL: https://libguides.elmira.edu/research

The qualitative research process, end-to-end

.css-1nrevy2{position:relative;display:inline-block;} The qualitative research process: step by step guide

Although research processes may vary by methodology or project team, some fundamentals exist across research projects. Below outlines the collective experience that qualitative researchers undertake to conduct research.

Step 1: Determine what to research

Once a researcher has determined a list of potential projects to tackle, they will prioritize projects based on the business's impact, available resourcing, timelines & dependencies to create a research roadmap. For each project, they will also identify the key questions they need to answer in the research.

The researcher should identify the participants they plan to research, and any key attributes that are a 'must-have' or 'nice to have' as these can be influential in determining the research approach (e.g. a niche group may require a longer timeline to recruit).

Researchers will generally aim for a mix of project types. Some may be more tactical or requests from stakeholders, and some will be projects that the researcher has proactively identified as opportunities for strategic research.

Step 2: Identify how to research it

Once the researcher has finalized the research project, they will need to figure out how they will do the work.

Firstly, the researcher will look through secondary data and research (e.g. analytics, previous research reports). Secondary analysis will help determine if there are existing answers to any of the open questions, ensuring that any net-new study doesn't duplicate current work (unless previous research is out of date).

After scoping the research, researchers will determine if the research input needs to be  attitudinal  (i.e. what someone says) or  behavioral  (i.e. what someone does); as well as if they need to  explore  a problem space or  evaluate  a product – these help determine the methodology to use. There are many methodologies out there, but the main ones you generally will find from a qualitative perspective are:

Interviews [Attitudinal / Exploratory]  – semi-structured conversation with a participant focused on a small set of topics. Runs for 30-60 minutes.

Contextual Inquiry [Behavioral / Exploratory]  – observation of a participant in their environment. Probing questions may be asked during the observation. Runs for 2-3 hours.

Survey [Attitudinal / Evaluative]  – gathering structured information from a sample of people, traditionally to generalize the results to a larger population. Surveys should generally not take participants more than 10 minutes to complete.

Usability Test [Behavioral / Evaluative]  – evaluating how representative users are, or are not, able to achieve critical tasks within an experience.

Check out these articles for more information about different methodologies:

When to Use Which User-Experience Research Methods

UX Research Cheat Sheet

Usability.gov

Design Research Kit

Step 3: Get buy-in and alignment from others

Once a researcher has determined what they will be researching and how they will research it, they will generally write up a research plan that includes additional information about the research goals, participant scope, timelines, and dependencies. The plan is typically either a document or presentation shared with stakeholders depending on the company and how they work.

After the research plan is complete, researchers will share the plan for feedback and input from their stakeholders to ensure that the stakeholders have the right expectations going into the research. Stakeholders may ask for additional question topics to be added, ensure that research will be executed against specific timelines, or provide recommendations on how the study will help make product decisions.

At organizations where there is a research team, researchers may also share their plan with other researchers informally or through a 'crit' process. Generally, researchers will provide feedback on the research craft, such as methodologies, participant mixes, and the research goals or questions.

Once the researcher feels confident in their plan, they will either begin to plan the research, or in the case of more junior researchers, get approval from their manager to begin the study.

Step 4: Prepare research

This step is where the researcher will get all of their ducks in a row to execute the research. Preparation activities include:

Equipment: Booking venues, labs, observation rooms, and procuring any appropriate equipment needed to run the study (e.g. cameras, mobile devices).

Participants: Sourcing participants from internal / external databases, reaching out/scheduling participants, managing schedule changes.

Incentives: Find budget, identify incentive type (e.g. Amazon gift card? customer credit? gift baskets), and purchasing.

Assets: Building relevant designs / prototypes (with design or design technologists), creating interview / observation guides and other research tools needed for sessions (e.g. physical cards for in-person card sorts).

Legal & Procurement: Participant waivers or NDAs preparation to ensure they are sent in advance of the research session to participants, vendor procurement, and management.

If Research Operations exists within an organization, they will generally take on most of the load in this area. The researcher will focus on assets required for executing research, such as interview guides.

In some cases, vendors may be engaged for some of these requirements (e.g. labs, participants, and incentive management) if resourcing is not available internally or if a researcher wants a blinded study (i.e. the participant doesn't know what company is running the research). In this case, additional time is incorporated to brief, onboard, and get approvals to work with the vendor.

Step 5: Execute research

Now the researcher gets to research!

Researchers will generally aim to execute research activities for 1–2 weeks, depending on the methodology to ensure they can be efficient in execution. In some more longitudinal methods (e.g., diary studies), or if a participant type is harder to recruit, it may take longer.

In consumer research, there will usually be back up participants available in case of no shows. However, in business or enterprise research, researchers will engage will all recruited participants as participants will generally have relationships with other parts of the company (e.g. sales). It is essential to maintain those relationships post-research.

During sessions, in a perfect world, there is one facilitator (principal researcher). In some cases, a secondary attendee who takes notes – this can be a stakeholder or a more junior researcher who can then learn soft skills from the primary researcher. By delegating note-taking, the principal researcher can focus on driving and managing the participant's conversation.

However, in most cases (especially if there is a "research team of one"), researchers will try to have to do both facilitation and documentation – this can lead to a clunkier conversation as the facilitator attempts to quickly write notes between trying to think of the next question. If a researcher decides to record a session instead, they will have to spend additional time after the research listening to the full recordings and writing notes.

In qualitative research, researchers may begin to  see patterns in the findings after five sessions . They may start to tailor the research questions to be more specific to gaps in their understanding.

Researchers may also set up an observation room for stakeholders (or share links to remote sessions) to attend live. Generally, researchers will have a backchannel (e.g., slack, chat, or SMS), so if a stakeholder has a follow-up question to an answer, the researcher can dig deeper. In some cases, researchers will give stakeholders an input form to take their notes that can be shared with the researcher afterward - this can be useful for the researcher to understand how the stakeholder views the research and what the stakeholder perceives as necessary to the research insights.

Step 6: Synthesize and find insights

Once the research capture is complete, the researcher will then aggregate findings to begin to look for common themes (in exploratory) or success rates (in evaluative). Both of these will then lead to insight generation that researchers will then look to tie back to the project's original research goals.

As analysis can be one of the most high-effort tasks in research, researchers will lean towards how to be efficient in their study, generally using digital tools, hacks, or workarounds. Researchers will usually create the analysis process they refine throughout their careers to help them become more efficient.

In cases where researchers are looking to get buy-in for research or capture stakeholder input, they may seem to more visual approaches (e.g. post-it affinity analysis) in war rooms. This process can take longer to process (especially if there is a high volume of data). Still, there can be a higher impact on analyzing research in this way – especially if the researcher is looking to get buy-in for future projects.

Step 7: Create research outputs

After a researcher identifies the key themes and insights, the researcher will reframe these findings to a relevant research output to ensure that stakeholders understand and buy-in to the outcomes. Outputs may include:

Report: Outlines vital findings from research in a document or presentation format. Will most likely include an executive summary, insight themes, and supporting evidence.

Videos: A highlight reel of supporting evidence from crucial findings. Generally seen as more useful and engaging compared to just a report. In most cases, the video will help the research report.

Personas : A written representation of a product's intended users to understand different types of user goals, needs, and behaviors. Also used to help stakeholders build empathy for the end-user of the product.

Journey Map : A visualization of the process that a person goes through to accomplish a goal. Generally created in conjunction with a persona.

Concepts / Wireframes / Designs: If research is evaluative, designs can visualize recommendations.

Storyboarding

Before a researcher makes the output, researchers will spend time planning the structure and storyboarding. Storyboarding is incredibly essential to help researchers define information requirements and ensure they present their findings in the most impactful way to stakeholders.

Having a point of view in outputs

Historically, researchers have tried to stay neutral to the data and not try to have a strong opinion or perspective to let the data speak. However, as researchers become more embedded in the industry, this has shifted to stakeholders wanting a strong point of view or recommendations from researchers that can help other stakeholders (especially product managers and designers) decide the knowledge captured as part of the research.

Having a strong perspective helps researchers have a seat at the table and appear as a trusted advisor/partner in cross-functional settings.

Step 8: Share and follow up on findings

After the research outputs are complete, some researchers will do a "pre-share" or walkthrough with key stakeholders or potential detractors to the research. The purpose of these meetings is to align with stakeholders' expectations and find potential 'watch-outs' (things that may derail a presentation).

Researchers will generally have to share their findings out multiple times to different stakeholder groups and tailor them for each audience. For example, executive meetings will be more higher level than a meeting with a product manager.

After sharing, researchers will follow up with key stakeholders (especially those who provided input to the research) to confirm they understand the findings and identify next steps. Next steps may include incorporating results in product strategy documents, proposals / PRDs, or user stories to ensure that the recommendations or findings have been reflected or sourced.

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15 Steps to Good Research

• Define and articulate a research question (formulate a research hypothesis). How to Write a Thesis Statement (Indiana University)
• Identify possible sources of information in many types and formats. Georgetown University Library's Research & Course Guides
• Judge the scope of the project.
• Reevaluate the research question based on the nature and extent of information available and the parameters of the research project.
• Select the most appropriate investigative methods (surveys, interviews, experiments) and research tools (periodical indexes, databases, websites).
• Plan the research project. Writing Anxiety (UNC-Chapel Hill) Strategies for Academic Writing (SUNY Empire State College)
• Retrieve information using a variety of methods (draw on a repertoire of skills).
• Refine the search strategy as necessary.
• Write and organize useful notes and keep track of sources. Taking Notes from Research Reading (University of Toronto) Use a citation manager: Zotero or Refworks
• Evaluate sources using appropriate criteria. Evaluating Internet Sources
• Synthesize, analyze and integrate information sources and prior knowledge. Georgetown University Writing Center
• Revise hypothesis as necessary.
• Use information effectively for a specific purpose.
• Understand such issues as plagiarism, ownership of information (implications of copyright to some extent), and costs of information. Georgetown University Honor Council Copyright Basics (Purdue University) How to Recognize Plagiarism: Tutorials and Tests from Indiana University
• Cite properly and give credit for sources of ideas. MLA Bibliographic Form (7th edition, 2009) MLA Bibliographic Form (8th edition, 2016) Turabian Bibliographic Form: Footnote/Endnote Turabian Bibliographic Form: Parenthetical Reference Use a citation manager: Zotero or Refworks

Adapted from the Association of Colleges and Research Libraries "Objectives for Information Literacy Instruction" , which are more complete and include outcomes. See also the broader "Information Literacy Competency Standards for Higher Education."

How to Prepare for a Research Project

Whether you’re starting your first research project or your fifth, each project is unique and can be a lot to manage. From research proposals, project planning, data collection and report writing, there’s a lot to consider. In this article, we have five tips to help you prepare effectively for your upcoming research projects. 

‍ Outline Current Ideas ‍

Getting started is often the hardest part of any project. This is why writing out the ideas currently on your mind is a good first step for building momentum and giving direction. You can map out your current ideas, see where they link and note any aims you have for the project. This might be topic specific, such as what you would like to learn about the subject area or these could be personal. For example, what skills do you hope to gain? You might be interested in learning how to write a literature review, or present findings in a concise way. This can highlight areas to focus on when planning your project. 

Commit to a Research Space

Research projects are ongoing over a long period of time and require multiple resources that need to be tracked. In preparation, it’s a good idea to decide on a system for storing all this information and keeping track of ideas that might be relevant months after you thought of them. You could use a research notebook where you write reading notes, meeting notes, questions and so on. Alternatively, you can take your reading notes to the next level using tools such as genei, which allows you to create linked notes between various documents. Or note-taking apps such as Craft and Notion that also allow for back-linking and connecting ideas. 

Project Planning and Deadlines 

Now, tackling a research project across several months or even years can be overwhelming. You can overcome this by project planning, breaking down the project into sub-tasks and setting deadlines. You can use your research guide and any external deadlines, set by your employer or university, as a starting point. If these provide minimal structure, you can start using internal deadlines based on your commits and goals. e.g., commit to finishing your literature review by October or write 5000 words by May. Keep them short and focused so you’re able to build a tangible to-do list. You can use project planning tools such as gantt charts, which can be implemented in Excel or Notion , and set frequent reminders for internal or external deadlines. 

Examine Your Skillset

Prior to starting a research project, it’s worth looking at the skills and tools you have to complete the project to a good standard. For example, how much do you know about the research methodology or statistical analysis you intend to use? You’ll also need to consider these things when submitting proposals so it’s good to brush up early. Do you feel confident conducting literature reviews? Writing up results? Even if you’re not ready to learn these things, you can Google and store guides in your chosen research space. Likewise, do you have access to the tools you will need and the knowledge to use them effectively? You might need to refamiliarise yourself with particular software or processes. 

Remain Flexible

Finally, keep an open mind and be ready for change. Research projects are complex and things you never anticipated may come to light - that’s okay! This initial preparation means you’re ready for things that might change. Allow for flexibility in your project planning and research workflow. Don’t be afraid to adjust things as you go along.

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Thoughts and Theory

A step-by-step guide to approaching complex research projects, how to drive focused research in data science.

Tal Rosenwein

Towards Data Science

When you look at a championship sports team, it’s easy to attribute the team’s success to the star players. And, while much of the credit surely does belong to the team, there’s a key player leading them along the journey– the coach. Although the coach can’t score a single point, (s)he has to manage the team and devise strategies. In essence, a coach creates the blueprint for winning.

Similar to coaching, managing research projects requires a team leader, who is responsible for the team’s players, adequate planning, and fostering an adaptive mindset to execute the work (which often changes on the fly). Like a coach devising a roadmap for winning, having a guide for how to conduct research can completely reshape how you approach your projects and maximize your chance at achieving successful outcomes.

To better understand what I mean, let’s rip a page from my seasons of being a team leader.

In 2016, my R&D team at OrCam started developing an Automatic Speech Recognition (ASR) engine from scratch. Since then, we have been consistently conducting a (relatively) long and iterative process of collecting insights and refining our research accordingly.

From our experience learning from our own mistakes, we have developed a methodology for how to perform research that:

• Encourages us to take the time, think and then decide what is the best solution, instead of executing the first idea that crosses our minds (which, in most cases, is not the ideal solution).
• Promotes focused research.
• Minimizes (and enables) the delivery time of highly complex research projects.

We often get asked: Does this methodology slow down project onboarding and cause the work to be exhaustive and delayed?

The answer for that question is simple: our goal is to finish the project ASAP, not start executing it ASAP. By sticking to the methodology outlined below, initiating projects will not take longer than expected, and if it does, you can rest assured that it will be for a good reason.

A World of Possibilities

At times, kicking off a research project can feel like being a kid in a candy shop.

With so many options in front of you, it can be hard to choose how to proceed. In addition, as you dive deeper into the project, each of the options sounds more fascinating than the last, and the number of options seemingly grows exponentially. But, at the end of the day, you need to stay focused and deliver whatever was asked of you (for example, a feature for a product or a research paper).

The Overall Picture

Roughly speaking, a research project should consist of four (4) sequential stages:

• Step 0: Motivation — understand why we are going to work on the project
• Step 1: Goals — define what we are trying to achieve
• Step 2: Planning — define how we are going to achieve the goal(s)
• Step 3: Execution — implementing the selected plan

We would be remiss if we didn’t acknowledge that these steps hold true in theory. In practice, we know that complex research projects tend to be cyclic. This means that during execution, we may need to revisit the goals, rethink our plans, and shift our execution. To explain the methodology simply, let’s assume that these steps take shape in this defined order. But, remember that in practice, these steps will likely be iterative.

Here’s a look at the methodology, as well as some theoretical insights with practical examples.

Step 0: Motivation

“The two most important days in your life are the day you are born and the day you find out why.” [Mark Twain]

Many people prefer to know Why they are going to work on a project. By answering this question, we will have to understand the motivation behind the project, which leads us to its context.

This step is labeled as zero (0) because while it is not entirely necessary, it serves as a bonus. Understanding the motive behind a project can positively impact how the research and development will be executed.

Research is a dynamic field where things might change rapidly; when things don’t proceed as expected, understanding the motivation keeps us focused and enables us to converge towards a solution that solves the problem, rather than diverging.

Furthermore, when people from other departments ask for a feature or some help, they might be unaware of the dynamics at play. By understanding the reasoning behind their request, we can either agree or suggest an alternative solution that is easier to implement.

Step 1: Goals

“If you do not know where you are going, every road will get you nowhere” [Henry A. Kissinger]

We want to know that when we deliver something, we solve the original proposed issue and not a different one (or even worse- no issue at all ). Therefore, after the motivation is made known, it’s time to be very clear and answer: What are the objectives of the project?

It’s critical here to define measurements for success (i.e. selecting the benchmarks and evaluation metrics and designing them to serve as a good indicator of progress as you move forward [ Ruder, 2021 ].)

Here is a (partial) list of high-level tips that we’ve found to be useful in constructing benchmarks and selecting evaluation metrics:

Validity: A benchmark should reflect your end goals.

We define our benchmarks such that when we reach the desired Key Performance Indicator (KPI), we achieve our goals. In other words, hitting your benchmark will imply that you’ve been successful in accomplishing what you set out to do. [ Bowman, 2021 ].

For example, in automatic speech recognition (ASR), researchers often use LibriSpeech [ Panayotov, 2015 ] as a benchmark. LibriSeech is derived from audiobooks and consists of audio segments paired with their corresponding transcripts. If one wants to develop an ASR engine for meeting transcription, they should choose a different benchmark as LibriSpeech doesn’t reflect their end goal because spontaneous speech holds different features compared to the structured reading of audiobooks [ Aksenova, 2021 ]. This example showcases how it’s important to choose benchmarks that are aligned with and relevant to your goals.

Reliability: Labels must be correct and consistent [ Bowman, 2021 ].

In order to trust benchmark results, the labels must be correct. It may be the case that you develop your benchmarks in-house or even outsource this stage. Since instruction may be interpreted in different ways , it’s of paramount importance to be concise and accurate when sharing your thoughts with others. Make sure you review the randomly sampled data and labels before you start working.

When thinking about evaluation metrics, objectivity is preferred over subjectivity as it reduces biases and enables reproducible evaluation.

We prefer metrics that highly correlate with human perception. Although it sounds simple, finding these metrics can sometimes be challenging in many domains, as it’s hard to imitate human perception.

Furthermore, think about whether all errors should be weighted the same in your statistics. For example, when evaluating language-related tasks, remember that the words that actually matter are rare . Filler words could end up biasing your statistics, so it’s important to rectify this by creating specific benchmarks to address these concerns.

If a human evaluation is required, do your best to reduce its biases. A common solution to do so is to use crowdsourcing, but it should be addressed with great attention to detail, as even the guidelines themselves may inherently possess bias [ Hansen, 2021 ]. Thus, crowdsourcing should be collected from a diverse population and the headcount should be properly determined.

Define success: Performances with respect to the ground truth are not the only measurement for success, and benchmarks should reflect it [ Aksenova, 2021 ].

Achieving 100% accuracy is not always preferable over 95%. Let’s take as an example always-on keywords spotting like ‘Hey Siri’ on the iPhone. It is preferable to have a short response time with lower accuracy rather than it is to have one’s iPhone to always wake up with a delay of 30 seconds.

Benchmarks should approximate reality and evolve as the project progresses .

Benchmarks should be sufficiently large and representative in order to approximate reality [ Kiela, 2021 ].

Furthermore, benchmarks should evolve as the project progresses.

The way we work is to define a benchmark at the beginning of the project, based on our understanding of the problem at that specific point in time. As we work, new challenges arise. To make sure we solve these challenges, new and specific benchmarks are developed.

Step 2: Planning

“By failing to prepare, you are preparing to fail.” [Benjamin Franklin]

Planning answers: How are we going to achieve our goals? or What is the best method to solve the challenge?

The process could be abstractedly seen as a breadth-first search algorithm, which means that at every decision point, we examine all possible actions before moving on to the next decision. Doing this recursively (bounded in time, of course) results in a clear view of all possible pathways for the project to follow.

Then, we can choose the expected best solution given the constraints (which could include product, release dates, technological stack, etc.). The planning stage is crucial and should be conducted while we are relaxed and open-minded because every wrong decision that one makes here has the potential to cost a considerable amount of time and money.

Planning has two main objectives, namely:

Reducing uncertainty

Eliminating as many unknowns as possible by offering different solutions, taking advice from relevant teams (e.g. product and infrastructure teams), etc.

You’ll often reach a point where two options look promising, and it’s hard to choose between them. To remove unknowns, existing tools (like open-source software) can serve to help develop a quick proof of concept, even if it is not solving your exact problem. For example, if one wants to automatically detect lions within images, and they find an existing tool that detects dogs, horses, sheep, cows, elephants, etc. they can safely assume that lions could be detected as there shouldn’t be a difference between the groups, other than available training data. Furthermore, remember the existing toolset you have in your arsenal while planning. In many cases, it’s quicker to modify existing tools as opposed to developing new ones from scratch.

Setting up the roadmap for the project

List and detail the technical steps that must be completed to achieve project goals, including the timeline. It helps to break complex research projects into small steps. Although each step by itself will not lead us to the final goal, it enables us to steer the research in the right direction along the way instead of just at the end, which tends to be more challenging and time-consuming. Furthermore, it makes the process of finding and fixing bugs more straightforward.

We will demonstrate how complex projects could be broken into small steps by comparing the process to how contractors construct a house. The house, or the end goal, is ready after all construction stages are finished from foundations and framing, infrastructure (plumbing, electricity, etc.), to interior trim, to name a few. The construction stages serve as the small tasks; although each stage on its own will not create a house, the combination of each finished step will. Furthermore, if there is a problem at a particular stage of the execution, it’s easy to pinpoint the issue and assign the necessary professional to fix it. The same can be said when you break down a complex research project into its parts.

It is also important to include a solid baseline. We can discuss the importance of baselines and how to construct them in a different post, but to summarize it shortly:

• Baselines assess the quality of your method by comparing the outcome to prior work / a naive approach. Do you consider the performance of a highly complexed model that achieves 95% accuracy to be good? If the naive baseline reaches 97%, the answer is no. Baselines are sometimes given, such as an existing component that one wants to improve. But the main takeaway here is that even if baselines don’t exist, make an effort to create one, even if it is naive and will not serve as the ultimate solution. Examples for naive baselines for text summarization can be found in [ Ferriera, 2013 ].

To make the planning as effective as possible, we usually brainstorm. We gather and briefly walk through the motivation and project goals. We then ask each of the participants to think about their preferred solution independently.

Naturally, some people are prone to perform a literature review, while others like to think independently. We encourage this diversity since it helps in keeping some of us more open-minded and less biased towards a certain solution based on our respective discipline and expertise.

After everyone completes their “homework,” we meet again, and each of the participants presents their point of view while everyone else solely listens. This way, judgments like “Who is the most assertive person in the room?” or “My idea sounds silly, I will not mention it” are minimized [ Kahneman, 2011 ].

After everyone shares their solutions, a technical discussion begins. Criticism is welcomed, but it should be specific and well-explained. It might take more than one meeting to agree on the optimal solution, since complex research questions often require further thought.

When the planning stage is finished, we know (up to some extent) the steps we need to execute to achieve our goals, as well as an estimated timeline.

Step 3: Execution

“Doing the right thing is more important than doing the thing right.” [Peter F. Drucker]

First, make something work, then make it work better.

We prefer to solve problems with an increased level of difficulty, by first solving the challenge without constraints and only then adding constraints and performing optimizations. For example, suppose we want to develop a low latency app for a mobile device. In that case, we will start by developing an offline (non-streaming) version that runs on unlimited computational power (servers). When this is solved, we will add the constraints of streaming and mobile device.

In order to be able to trust your results, you must minimize flaws in your experimental methodology. Musgrave [ Musgrave, 2020 ] showed that after fixing flaws such as lack of validation set for hyper-parameters tuning (that results in training with test-set feedback), metric learning papers between 2016–2020 had marginal improvement at best, although they claimed great advances in accuracy.

Once you’ve minimized flaws and can trust that your module is high-performing and accurate, it’s best to perform an ablation study to understand why it is the case. The ablation can serve to gain an intuition for future projects, to point where optimization of the module should be applied, and to ensure that independent effects won’t conflate.

A great example of the need for an ablation study can be found in Tay et al. [ Tay, 2021 ]. Their paper claims that tying pre-training and architectural advances (i.e. Transformers) in natural language processing (NLP) tasks is misguided and that both advances should be considered independently. Thus, when one applies the pre-train-fine-tune paradigm and wants to improve the model’s performance and memory consumption, they can optimize the search for new architectural changes that weren’t tested before due to this unbreakable tie.

Remember that things exist with context, meaning that you will need to deploy your project in a bigger system. To prevent embarrassing outcomes, you should include a ‘fail safe’ mechanism.

Keep in mind: although we want the original plan to succeed, end users don’t care how you go to the solution; they just care that the product or service works as promised. So, if you see a new approach/technology that outperforms your hard work and sleepless nights’ solution, don’t hesitate to embrace it. In the same vein, try to understand why things may have gone wrong or shifted so you can prevent repeating the same mistake twice .

If you decide to diverge from the original plan, make sure your decision to do so is data-driven. As Jim Barksdale said, “If we have data, let’s look at data. If all we have are opinions, let’s go with mine.”

Finally, build everything using a solid infrastructure that you can modify easily and that can serve multiple purposes. There is a constant tension between running as fast as possible and making something that will last long.

We try to stick to the following rule of thumb: 70–80% of our code is written in a way that even if the project is discarded, we can use it for future projects. This has two benefits: the execution time of future projects is shortened (because we already have part of the building blocks ready), and it enables us to focus on the task-specific core issues.

Let’s take LEGO as an example. Models share most of the same building blocks, and only differ in their size, color, and quantity. Having a unified block set saves the company money by cutting manufacturing costs, among other expenses.

From the R&D aspect, it significantly reduces the amount of work and attention needed for execution (as only a tiny portion of model-specific building blocks are needed), which eventually reduces the delivery time of new models and enables the creation of more models, including complex LEGO sets.

Closing Thoughts

This post aims to present a step-by-step methodology that helps to keep research focused. The methodology can serve to answer three main questions: Why , What , and How , which all guide implementation.

In retrospect, having a managing-research guide like this one would have helped my team and I avoid a plethora of mistakes over the years (despite the fact that I have always had great executive supervision and oversight).

Throughout my professional career, I like to revisit feedback that I’ve received from colleagues and executives. A comment that sticks out is that I “run too fast” once something has to be done, without taking the adequate time to plan. This comment has stuck with me and served as a large motivator in creating and sharing this guide to conducting research.

Practically speaking, once my team and I started to adhere to this methodology, we have witnessed efficiency and less mistakes in our research and projects as compared to when we hit the ground running in the past.

Hopefully, the outlined methodology will benefit you like a coach does a team– by helping you choose the right pathway forward and directing you along your research journey(s). If you have any suggestions or thoughts regarding this step-by-step research guide, I warmly welcome them in the comments.

Written by Tal Rosenwein

VP R&D at OrCam

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Starting steps for research project success

Research projects are an important part of a student’s academic career. They’re an integral part of the learning process, providing students with the opportunity to explore a particular topic in-depth, develop research skills, and make an original contribution to their field of study.

That said, they can also be a source of stress for many students, particularly if it’s their first time writing a research project. The best way to approach a project of this size is to break it down into smaller steps and ensure you’ve laid the groundwork before you even begin writing.

In this article, we’ll look at different elements of beginning a research project, including writing a proposal, starting steps, and how to use monday.com to organize all your research and tasks in one place.

What is a research project?

A research project is an organized effort to investigate a specific question or topic. It can involve either quantitative or qualitative research methods and can include surveys, interviews, or literature reviews.

The goal of a research project is to answer a question or hypothesis by exploring new ideas and testing theories.

In an academic setting, research projects are typically conducted by students, faculty members, postdoctoral fellows, or graduate students, and may involve collaborations with outside organizations.

How to write a research project proposal

Before beginning to write a research project, you need to first write a proposal. A research project proposal is a document used to outline the specific goals, methods, and resources required for a research project. It’s used to present the planned research to potential sponsors or other stakeholders in order to receive approval to proceed with the project.

There are several elements to include in a project proposal that will not only help guide your research but help show why your topic is relevant and worth pursuing.

• Title: Develop a clear and concise title for your research project proposal.
• Introduction: Give background, including the purpose and importance of the research.
• Objectives: List the specific objectives of your research project.
• Methodology: Describe the methods and techniques you will use.
• Resources: Describe the resources you will need to carry out your project.
• Timeline: Provide a timeline for completion and bring up any potential obstacles or risks.
• Expected outcomes: Identify the expected outcomes, including possible implications.
• Budget: Estimate the costs of completing the project and any necessary funding.
• References: Provide references that you’ll cite that help prove your topic is relevant.

Looking at examples of other research project proposals will be helpful to visualize what yours should look like. Here are examples of successful project proposals in the field of social policy and criminology as well as a Ph.D. project in politics .

A project proposal template from monday.com can help you build out your project proposal. This template will ensure that you aren’t missing any essential elements that can result in your research project getting rejected or needing to edit and resubmit a new proposal.

5 starting steps for writing a research project

While there are many different steps to the writing portion of a research project, the initial setup of your project will not only set you up for success but will make the writing go a lot more smoothly. Here are five steps you should take when you’re just starting your research project.

1. Find the right supervisor

A good supervisor will provide guidance on the design, methods, and structure of your research project, as well as advice on how to best analyze and interpret data. A good way to find the right supervisor is to speak with faculty members in a department, a trusted professor, or a colleague to discuss who might be the best fit. When you have a list of potential advisors, send them an email to introduce yourself and your project before asking to meet to discuss the next steps.

2. Choose your topic

After finding a supervisor, they may be able to help you narrow down your topic. The more specific your topic, the better you’ll be able to sharpen the direction of your research so that you can explore your topic in greater depth. It can also save time by allowing you to tighten the scope of your research and focus on the most relevant aspects of the topic.

3. Develop a thesis

A thesis serves as the main point or argument and provides direction and focus to a project, allowing you to collect and organize information more efficiently. A clear and concise thesis statement guides readers in understanding the project’s purpose and ensures that readers will be able to follow the main thread of your argument.

4. Create a timeline

When you begin your research, it’s important to create a timeline to set a framework for the project and ensure that it’s completed on time. It also keeps you organized on various tasks and ensures all steps are accounted for, from researching to writing and editing. Finally, a timeline can help you stay motivated and on track.

5. Write your outline

Outlines provide structure and clarity and allow you to organize your thoughts in a logical order. An outline serves as a roadmap for your research, allowing you to focus on the important points and not get sidetracked. It may also help identify gaps in your research, which can be addressed before beginning the writing process.

monday.com can help you organize your research project

Given all the different steps to take before you even begin writing, staying organized and on top of each task will ensure your project runs seamlessly. Project management tools such as monday.com can help you stay organized so that you don’t overlook an important step in your project. There are a few specific monday.com features that make it an excellent tool for anyone working on a research project.

Track your project with timelines

Create a timeline to see when different elements of your research project are due and see if you’re on time with your project proposal’s timeline.

Organize your tasks in one place

There are tons of small tasks in each research project, from planning a project, collecting and organizing data, communications, surveying, and more. With monday.com’s task management tools, you can make sure you’ve accounted for all tasks you need to complete so that you don’t miss a thing.

Use a template to make a visual plan

The student planner template allows you to visualize your project plan. Not only is this a good place to track tasks, but you can also add in information such as budgets, contact information, priorities, and even attach files for each access to your project’s information all in one place.

How do you start a research project?

When starting a research project, the first step is to create a research question or hypothesis that will be the focus of the project. Next, you’ll want to begin gathering information, finding a supervisor, forming your thesis, and outlining your project.

What are some examples of research projects?

Research projects vary widely depending on the field. For example, in biology, some research projects have focused on investigating the effects of a medication or therapy on a specific group of patients or looking at the role of genetics in disease.

How do I find a research project topic?

There are many different ways to find a topic. For starters, consider which topics interest you. From there, you can research online, speak with professors or advisors, and attend conferences and workshops to find ideas.

Make sure you have all you need to start writing

Writing a research project takes a lot of time, dedication, and focus. They can also be stressful, especially if it’s your first time writing one. Following the steps and guidelines here will make your research project more successful. Additionally, using a project management work tool like monday.com to organize your research project is one of the best ways to alleviate the stress of staying on top of your tasks and timeline so that you can better focus on the research itself.

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How to Do a Research Project?

• Updated on  
• Mar 21, 2023

To begin your thesis, the first step is to find a suitable topic per your interests and selecting a good topic is only the beginning of it all. Carrying out a research project, scholars aim to provide answers to the research questions through an in-depth study of the topic. Many universities require their students to submit a research project as part of their course, especially at the master’s level of study and doctoral degrees . So if you are wondering how to do a research project, this blog is for you! Read on to know the different steps to follow to write an excellent research project.

This Blog Includes:

Select a topic of your interest, find a supervisor, invest time in secondary research, locate and analyse primary sources, start drafting your paper, put proper citations, proofread the research project, tips & tricks for doing a research project.

The first step towards doing a research project is choosing a relevant topic. Many students find it difficult to select a topic for their research project since they want to research a popular but less researched topic, something which is difficult to find. Browse through the recent studies and works in your chosen field and then find the best one that you are inclined towards. It is essential to have an innate interest and passion for the topic you have chosen since it will help you work out through all the challenges and hurdles during your research.

An expert supervisor plays an essential role in mentoring the student throughout the journey of the research project. Supervisors are generally professors and scholars in a university who guide students throughout their research addressing their queries regarding the topic along with familiarising them with different research methodologies and processes. So choosing a research knowledgeable supervisor in your field of study is very important in the development of your research project.

You need to have a good grasp of the contemporary work and studies done related to your topic to find out the gaps that you can address in your research project. For this, you need to invest your time in reading the published papers related to your topic diligently. Reading a huge volume of secondary sources will add to your knowledge about the topic and also present you with different primary sources which you can look for.

Primary sources are the backbone of your research. You can look for primary sources in different archives or libraries depending on your discipline, and you can also find out about primary sources and their location from papers already published on your chosen and related topics. Make sure to find and analyse the primary sources in detail and note down your findings.

Use your notes while drafting your paper. Remember that you need to make any changes through multiple drafts before you come up with a paper worthy of commendation. Make sure to send your drafts to your supervisor for feedback and corrections and doubts, and work on the suggestions they provide on your paper.

Citations are an important part of your research project. Not putting proper citations can mark your project as plagiarized. Since universities take plagiarism quite seriously, it is better to know the proper way of citation as specified by the research project format provided by your university. You can also get in touch with your research mentor or supervisor and ask for their advice on citing the sources in your project. 

You should not skip proofreading your paper after completing it. Spelling or grammar mistakes are inevitable while working on a lengthy research project and therefore it is necessary to check it multiple times for such errors. Re-reading your draft can not only help you in making it better by fixing the errors, but also you may identify any gaps or issues in the paper that you can rectify. 

Now that you are familiar with the process of doing a research project, here are some more tips and tricks that you might find useful:

• Create a schedule mapping down every step of your research and adhere to the same.
• Research your topic online and offline to know about the different sources you can explore.
• List down all the sources, both primary and secondary that you consulted for your project as this will help you in adding the citations. 
• Always keep notes to write new ideas and findings of your research as you can easily use them later to add to your project.
• Stay in touch with your supervisor throughout the course of your research project as they can help you efficiently tackle all the challenges and problems and make your thesis as comprehensive as possible.

Ans. These types of questions you can ask in a research project What exactly do you want to study? What is your research question or questions? Why is it worth studying? What is the purpose or significance of your study? Does the proposed study have practical significance?

Ans. There should be no uncertainty in the research topic. Clarity also requires that the research topic be goal-oriented and that it establish the entire research methodology. Half of the formula for good research is a clearly defined and well-phrased research topic.

Ans. Research is the process of looking for solutions to a certain issue. It can be carried out to comprehend a phenomenon, observe behaviour, or test a theory, among other things. Systematic research is carried out, adding to the corpus of knowledge and bolstering numerous theories.

Thus, carrying out a research project is not everyone’s cup of tea as it will need meticulous studying and preparation to finally accomplish it as you have hypothesized. Planning to pursue a research degree? Our Study Abroad experts are here to help you find the best course and university along with sorting out the admission process to ensure that you send a winning application. Sign up for a free session with us today!

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Program Management

5 steps in the research process overview, step 1 – locating and defining issues or problems, step 2 – designing the research project, the research design involves the following steps:, step 3 – collecting data, data collection techniques can include:, step 4 – interpreting research data, analysis steps, step 5 – report research findings, research reporting formats:, typical formal research report format, acqnotes tutorial, research process lessons learned, qualitative research in the research process, acqlinks and references:, leave a reply.

College Info Geek

How to Do Research in 7 Simple Steps

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It’s 2 am, and you’re on your fifth cup of coffee (or was it your sixth?). You’re crouched at a table in some dark corner of the library surrounded by fifteen open books. Equally as many tabs are open on your laptop, and you still haven’t written a word of the paper that’s due in 7 hours.

Many things can explain how you got to this point, including procrastination , poor organization , and a messy schedule .

Very often, however, the problem is a lack of research skills .

And it’s not your fault. High school does a poor job of teaching you how to do research, and most college classes do little better. It feels like you’re expected to figure it out through trial and error.

I think we can do better than that, however. In this guide, I’m going to show you the 7-step process for researching everything from a 10-page term paper to a final presentation. Not only will you learn how to do better research; you’ll also learn how to research more efficiently.

What Is Research?

Before we go any further, what  is  research?

At its core, research is an attempt to answer a question. This could be anything from “How can we reduce infant mortality rates?” to “Why does salt make food taste good?”

To answer your question, you consult books, academic papers, newspaper articles, historical records, or anything else that could be helpful. The broad term for these things is “sources.”

And, usually, once you’ve done the research, you present or summarize it in some way. In many cases, this means writing an essay or another type of scholarly paper, but it could also mean giving a presentation or even creating a YouTube video.

Even if you have no interest in academia, research is an extremely useful skill to learn. When you know how to do research, it’s much easier to improve your life and work more effectively . Instead of having to ask someone every time you have a question, research will help you solve problems yourself (and help others in turn).

Note:  Research can also mean conducting surveys, performing experiments, or going on archaeological digs. While these activities are crucial for advancing human knowledge, I won’t be discussing them here. This article focuses on the research you can do with only a library and an internet connection.

The 7 Steps of the Research Process

Research can feel overwhelming, but it’s more manageable when you break it down into steps. In my experience, the research process has seven main steps:

• Find a topic
• Refine your topic
• Find key sources
• Take notes on your sources
• Create your paper or presentation
• Do additional research as necessary
• Cite your sources

Let’s look at each of these steps in more detail.

1. Find a Topic

If you don’t have a topic, your research will be undirected and inefficient. You’ll spend hours reading dozens of sources, all because you didn’t take a few minutes to develop a topic.

How do you come up with a topic? My number one suggestion is to create a mind map.

A mind map is a visual way to generate ideas. Here’s how it works:

• Get a piece of paper and a pen. Make sure the paper isn’t too small — you want lots of room for your ideas.
• Draw an oval in the center of the paper.
• Inside that oval, write a super vague topic. Start with whatever your professor has assigned you.
• Draw lines from the oval towards the edges of the paper.
• Draw smaller ovals connected to each of these lines.
• Inside the smaller ovals, write more specific ideas/topics related to the central one.
• Repeat until you’ve found 3-5 topic ideas.

When I write it out step by step, it sounds kind of strange. But trust me, it works . Anytime I’m stuck on a writing assignment, this method is my go-to. It’s basically magic.

To see what mind mapping looks like in practice, check out this clip:

Want to create a digital mind map like the one Thomas uses in the video? Check out Coggle .

2. Refine Your Topic

Okay, so now you have a list of 3-5 topics. They’re all still pretty general, and you need to narrow them down to one topic that you can research in depth.

To do this, spend 15 minutes doing some general research on each topic. Specifically, take each topic and plug it into your library’s catalog and database search tools.

The details of this process will vary from library to library. This is where consulting a librarian can be super helpful. They can show you how to use the tools I mentioned, as well as point you to some you probably don’t know about.

Furthermore, I suggest you ask your professor for recommendations. In some cases, they may even have created a resource page specifically for your assignment.

Once you’ve found out where to search, type in your topic. I like to use a mixture of the library catalog, a general academic database like EBSCO Host , and a search on Google Scholar .

What exactly are you trying to find? Basically, you’re trying to find a topic with a sufficient quantity and variety of sources.

Ideally, you want something with both journal articles and books, as this demonstrates that lots of scholars are seriously engaging with the topic.

Of course, in some cases (if the topic is very cutting edge, for example), you may be only able to find journal articles. That’s fine, so long as there are enough perspectives available.

Using this technique, you’ll be able to quickly eliminate some topics. Be ruthless. If you’re not finding anything after 15 minutes, move on. And don’t get attached to a topic.

Tip: If you find two topics with equal numbers of sources available, ask your professor to help you break the tie. They can give you insight into which topic is super common (and thus difficult to write about originally), as well as which they find more interesting.

Now that you have your topic, it’s time to narrow down your sources.

3. Find Key Sources

If you’ve picked a good topic, then you probably have lots of sources to work with. This is both a blessing and a curse. A variety of sources shows that there’s something worth saying about your topic, and it also gives you plenty of material to cite.

But this abundance can quickly turn into a nightmare in which you spend hours reading dense, mind-numbing material without getting any closer to actually producing a paper.

How do you keep this from happening? Choose 3–5  key sources and focus on them intently. Sure, you may end up needing more sources, especially if this is a long paper or if the professor requires it. But if you start out trying to read 15 sources, you’re likely to get overwhelmed and frustrated.

Focusing on a few key sources is powerful because it:

• Lets you engage deeply with each source.
• Gives you a variety of perspectives.
• Points you to further resources.
• Keeps you focused.

4. Read and Take Notes

But what do you do with these sources, exactly? You need to read them the right way . Follow these steps to effectively read academic books and articles:

Go through the article and look at the section headings. If any words or terms jump out at you, make note of them. Also, glance at the beginning sentences of each section and paragraph to get an overall idea of the author’s argument.

The goal here isn’t to comprehend deeply, but to prime your mind for effective reading .

Write down any questions you have after skimming the article, as well as any general questions you hope the article can answer. Always keep your topic in mind.

Read Actively

Now, start reading. But don’t just passively go through the information like you’re scrolling through Tumblr. Read with a pen or pencil in hand , underlining any unfamiliar terms or interesting ideas.

Make notes in the margins about other sources or concepts that come to mind. If you’re reading a library book, you can make notes on a separate piece of paper.

Once you’ve finished reading, take a short break. Have a cup of tea or coffee. Go for a walk around the library. Stretch. Just get your mind away from the research for a moment without resorting to distracting, low-density fun .

Now come back to the article and look at the things you underlined or noted. Gather these notes and transfer them to a program like Evernote .

If you need to look up a term, do that, and then add that definition to your notes. Also, make note of any sources the author cites that look helpful.

But what if I’m reading a book?   Won’t this take forever?  No, because you’re not going to read the entire book.

For most research you’ll do in college, reading a whole academic book is overkill . Just skim the table of contents and the book itself to find chapters or sections that look relevant.

Then, read each of those in the same way you would read an article. Also, be sure to glance at the book’s bibliography, which is a goldmine for finding additional sources.

Note: The above method is a variation on the classic SQ3R method , adapted slightly since we’re not interested in taking notes from textbooks .

5. Create Your Paper or Presentation

“You can’t turn in raw research.”

Research is crucial to crafting a great paper or presentation, but it’s also a great way to procrastinate. I had classmates in college who would spend 8 hours researching a 5-page paper. That’s way too much!

At some point, you need to stop researching and start writing (or whatever method you’re using to present your research).

How do you decide when to stop researching? There’s no strict rule, but in general I wouldn’t spend more than 30 minutes per page of the final paper.

So if the final paper is supposed to be 10 pages, don’t spend more than 5 hours researching it.

6. Do Additional Research (As Necessary)

Once you’ve started writing the draft of your paper, you’ll probably find a few gaps. Maybe you realize that one scholar’s argument isn’t relevant to your paper, or that you need more information for a particular section. In this case, you are free to return to researching as necessary.

But again, beware the trap of procrastination masquerading as productivity! Only do as much additional research as you need to answer your question. Don’t get pulled into rabbit holes or dragged off on tangents. Get in there, do your research, and get back to writing .

To keep yourself focused, I suggest keeping a separate document or piece of paper nearby to note points that need additional research.

Every time you encounter such a point, make note of it in the document and then keep writing. Only stop when you can’t get any further without additional research.

It’s much better to get a full draft done first. Otherwise, you risk suffering a cognitive switching penalty , making it harder to regain your focus.

7. Cite Your Sources

Whether you’re creating an oral presentation, essay, or video, you’ll need to cite your sources. Plagiarism is a serious offense, so don’t take any chances.

How to cite your sources depends on the subject and the professor’s expectations. Chicago, MLA, and APA are the most common citation formats to use in college, but there are thousands more.

Luckily, you don’t need to painstakingly type each of your citations by hand or slog through a style manual. Instead, you can use a tool like Zotero to track and generate your citations. To make things even easier, install the Zotero Connector browser extension. It can automatically pull citation information from entries in an online library catalog.

Once you’ve collected all of your sources, Zotero can generate a properly formatted works cited page or bibliography at just the click of a button.

For help setting up and using Zotero, read this guide . If you need further assistance, ask a librarian.

Go Research With Confidence

I hope you now understand how to do research with more confidence. If you follow the procedures I’ve covered in this article, you’ll waste less time, perform more effective research, and ultimately have the material for a winning essay.

Curious about how to use your research to write a great research paper? Check out this guide .

Image Credits: picking book from shelf

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

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