top of page

research PLAN


Create First Draft of the research plan

Let the research plan sit for at least a day

Create the second draft of the research plan

Share the research plan with another researcher for a peer review

Book a meeting to discuss the feedback of the other researcher

Add the other researcher's feedback as comments to the original so

that there is a record of the original and amended plan

After you have the plan agreed you can book research


Consider these sections in your plan and iterate and review them with others as suggested in the checklist:


Prepared by

This is where you write your name. It tells everyone who's responsible for putting the research plan together and who to contact if they have questions or need more information.

Peer Reviewed by

Just like a chef asking someone to taste their food before serving it, this is where you list the people who have checked over your research plan. These are usually other experts in your field who can help make sure your plan is robust and feasible.

Ethics Review

This is the team of people who have examined your research plan to ensure it's ethical, meaning that it respects the rights, dignity, and welfare of the participants and does not cause harm. They're like the moral compass for your research project.

Project name

This is the title of your research project. It should be clear and informative, giving a snapshot of what your research is about.

Location(s) and dates

This is where and when you plan to do your research. It could be in a laboratory, online, or out in a forest, and it could be for a week, a month, or a year.

Project phase

This is what stage your project is at. Like a race, a research project has a start, a middle, and an end. This could be the planning phase, data collection phase, data analysis phase, etc.


These are the people who will actually be doing the research. They're like the detectives, gathering and analyzing the data.

Research Context

This section describes the background or setting of your research. Think of it as the backdrop to your research story that helps everyone understand why your research is important.

Research Objectives

This is what you're hoping to achieve with your research. It's like your research mission statement. It could be to understand a problem better, to test a theory, or to develop a new method.

Research Approach

This describes your general plan of attack. Will you be looking at the big picture, focusing on details, or doing something else?

Research Method

This is how you'll be gathering your information. Will you be interviewing people, conducting a survey, observing behaviour, or examining documents? 

Research Technique

This is the specific way you'll carry out your method. For instance, if you're interviewing, will you be doing structured interviews where you ask everyone the same questions, or unstructured interviews where you let the conversation flow more naturally?

Types and number of participants

This is who you'll be studying. It could be a group of people, a type of animal, or a kind of material. You also need to say how many you'll be studying.

Access Needs

This includes any special requirements that participants with any disabilities, impairments of special requirements may have. Carefully consider how you will invite them and where.

Duration of each session

This is how long each part of your research will take. For example, if you're interviewing people, how long will each interview be? If you're observing behavioru, how long will each observation period be?

Tools needed to conduct research

These are the things you need to do your research. It could be a video camera, a computer program, a laboratory, or a notepad and pen.

Ethical Considerations and Mitigation

This is where you think about the possible ethical issues that might come up in your research, like ensuring confidentiality,

bottom of page