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How To Write A Research Proposal – Step-by-Step [Template]

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How To Write a Research Proposal

Writing a Research proposal involves several steps to ensure a well-structured and comprehensive document. Here is an explanation of each step:

1. Title and Abstract

• Choose a concise and descriptive title that reflects the essence of your research.
• Write an abstract summarizing your research question, objectives, methodology, and expected outcomes. It should provide a brief overview of your proposal.

2. Introduction:

• Provide an introduction to your research topic, highlighting its significance and relevance.
• Clearly state the research problem or question you aim to address.
• Discuss the background and context of the study, including previous research in the field.

3. Research Objectives

• Outline the specific objectives or aims of your research. These objectives should be clear, achievable, and aligned with the research problem.

4. Literature Review:

• Conduct a comprehensive review of relevant literature and studies related to your research topic.
• Summarize key findings, identify gaps, and highlight how your research will contribute to the existing knowledge.

5. Methodology:

• Describe the research design and methodology you plan to employ to address your research objectives.
• Explain the data collection methods, instruments, and analysis techniques you will use.
• Justify why the chosen methods are appropriate and suitable for your research.

6. Timeline:

• Create a timeline or schedule that outlines the major milestones and activities of your research project.
• Break down the research process into smaller tasks and estimate the time required for each task.

7. Resources:

• Identify the resources needed for your research, such as access to specific databases, equipment, or funding.
• Explain how you will acquire or utilize these resources to carry out your research effectively.

8. Ethical Considerations:

• Discuss any ethical issues that may arise during your research and explain how you plan to address them.
• If your research involves human subjects, explain how you will ensure their informed consent and privacy.

9. Expected Outcomes and Significance:

• Clearly state the expected outcomes or results of your research.
• Highlight the potential impact and significance of your research in advancing knowledge or addressing practical issues.

10. References:

• Provide a list of all the references cited in your proposal, following a consistent citation style (e.g., APA, MLA).

11. Appendices:

• Include any additional supporting materials, such as survey questionnaires, interview guides, or data analysis plans.

Research Proposal Format

The format of a research proposal may vary depending on the specific requirements of the institution or funding agency. However, the following is a commonly used format for a research proposal:

1. Title Page:

• Include the title of your research proposal, your name, your affiliation or institution, and the date.

2. Abstract:

• Provide a brief summary of your research proposal, highlighting the research problem, objectives, methodology, and expected outcomes.

3. Introduction:

• Introduce the research topic and provide background information.
• State the research problem or question you aim to address.
• Explain the significance and relevance of the research.
• Review relevant literature and studies related to your research topic.
• Summarize key findings and identify gaps in the existing knowledge.
• Explain how your research will contribute to filling those gaps.

5. Research Objectives:

• Clearly state the specific objectives or aims of your research.
• Ensure that the objectives are clear, focused, and aligned with the research problem.

6. Methodology:

• Describe the research design and methodology you plan to use.
• Explain the data collection methods, instruments, and analysis techniques.
• Justify why the chosen methods are appropriate for your research.

7. Timeline:

8. Resources:

• Explain how you will acquire or utilize these resources effectively.

9. Ethical Considerations:

• If applicable, explain how you will ensure informed consent and protect the privacy of research participants.

10. Expected Outcomes and Significance:

11. References:

12. Appendices:

Research Proposal Template

Here’s a template for a research proposal:

1. Introduction:

2. Literature Review:

3. Research Objectives:

4. Methodology:

5. Timeline:

6. Resources:

7. Ethical Considerations:

8. Expected Outcomes and Significance:

9. References:

10. Appendices:

Research Proposal Sample

Title: The Impact of Online Education on Student Learning Outcomes: A Comparative Study

1. Introduction

Online education has gained significant prominence in recent years, especially due to the COVID-19 pandemic. This research proposal aims to investigate the impact of online education on student learning outcomes by comparing them with traditional face-to-face instruction. The study will explore various aspects of online education, such as instructional methods, student engagement, and academic performance, to provide insights into the effectiveness of online learning.

2. Objectives

The main objectives of this research are as follows:

• To compare student learning outcomes between online and traditional face-to-face education.
• To examine the factors influencing student engagement in online learning environments.
• To assess the effectiveness of different instructional methods employed in online education.
• To identify challenges and opportunities associated with online education and suggest recommendations for improvement.

3. Methodology

3.1 Study Design

This research will utilize a mixed-methods approach to gather both quantitative and qualitative data. The study will include the following components:

3.2 Participants

The research will involve undergraduate students from two universities, one offering online education and the other providing face-to-face instruction. A total of 500 students (250 from each university) will be selected randomly to participate in the study.

3.3 Data Collection

The research will employ the following data collection methods:

• Quantitative: Pre- and post-assessments will be conducted to measure students’ learning outcomes. Data on student demographics and academic performance will also be collected from university records.
• Qualitative: Focus group discussions and individual interviews will be conducted with students to gather their perceptions and experiences regarding online education.

3.4 Data Analysis

Quantitative data will be analyzed using statistical software, employing descriptive statistics, t-tests, and regression analysis. Qualitative data will be transcribed, coded, and analyzed thematically to identify recurring patterns and themes.

4. Ethical Considerations

The study will adhere to ethical guidelines, ensuring the privacy and confidentiality of participants. Informed consent will be obtained, and participants will have the right to withdraw from the study at any time.

5. Significance and Expected Outcomes

This research will contribute to the existing literature by providing empirical evidence on the impact of online education on student learning outcomes. The findings will help educational institutions and policymakers make informed decisions about incorporating online learning methods and improving the quality of online education. Moreover, the study will identify potential challenges and opportunities related to online education and offer recommendations for enhancing student engagement and overall learning outcomes.

6. Timeline

The proposed research will be conducted over a period of 12 months, including data collection, analysis, and report writing.

The estimated budget for this research includes expenses related to data collection, software licenses, participant compensation, and research assistance. A detailed budget breakdown will be provided in the final research plan.

8. Conclusion

This research proposal aims to investigate the impact of online education on student learning outcomes through a comparative study with traditional face-to-face instruction. By exploring various dimensions of online education, this research will provide valuable insights into the effectiveness and challenges associated with online learning. The findings will contribute to the ongoing discourse on educational practices and help shape future strategies for maximizing student learning outcomes in online education settings.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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The goal of a research proposal is twofold: to present and justify the need to study a research problem and to present the practical ways in which the proposed study should be conducted. The design elements and procedures for conducting research are governed by standards of the predominant discipline in which the problem resides, therefore, the guidelines for research proposals are more exacting and less formal than a general project proposal. Research proposals contain extensive literature reviews. They must provide persuasive evidence that a need exists for the proposed study. In addition to providing a rationale, a proposal describes detailed methodology for conducting the research consistent with requirements of the professional or academic field and a statement on anticipated outcomes and benefits derived from the study's completion.

Krathwohl, David R. How to Prepare a Dissertation Proposal: Suggestions for Students in Education and the Social and Behavioral Sciences . Syracuse, NY: Syracuse University Press, 2005.

How to Approach Writing a Research Proposal

Your professor may assign the task of writing a research proposal for the following reasons:

• Develop your skills in thinking about and designing a comprehensive research study;
• Learn how to conduct a comprehensive review of the literature to determine that the research problem has not been adequately addressed or has been answered ineffectively and, in so doing, become better at locating pertinent scholarship related to your topic;
• Improve your general research and writing skills;
• Practice identifying the logical steps that must be taken to accomplish one's research goals;
• Critically review, examine, and consider the use of different methods for gathering and analyzing data related to the research problem; and,
• Nurture a sense of inquisitiveness within yourself and to help see yourself as an active participant in the process of conducting scholarly research.

A proposal should contain all the key elements involved in designing a completed research study, with sufficient information that allows readers to assess the validity and usefulness of your proposed study. The only elements missing from a research proposal are the findings of the study and your analysis of those findings. Finally, an effective proposal is judged on the quality of your writing and, therefore, it is important that your proposal is coherent, clear, and compelling.

Regardless of the research problem you are investigating and the methodology you choose, all research proposals must address the following questions:

• What do you plan to accomplish? Be clear and succinct in defining the research problem and what it is you are proposing to investigate.
• Why do you want to do the research? In addition to detailing your research design, you also must conduct a thorough review of the literature and provide convincing evidence that it is a topic worthy of in-depth study. A successful research proposal must answer the "So What?" question.
• How are you going to conduct the research? Be sure that what you propose is doable. If you're having difficulty formulating a research problem to propose investigating, go here for strategies in developing a problem to study.

Common Mistakes to Avoid

• Failure to be concise . A research proposal must be focused and not be "all over the map" or diverge into unrelated tangents without a clear sense of purpose.
• Failure to cite landmark works in your literature review . Proposals should be grounded in foundational research that lays a foundation for understanding the development and scope of the the topic and its relevance.
• Failure to delimit the contextual scope of your research [e.g., time, place, people, etc.]. As with any research paper, your proposed study must inform the reader how and in what ways the study will frame the problem.
• Failure to develop a coherent and persuasive argument for the proposed research . This is critical. In many workplace settings, the research proposal is a formal document intended to argue for why a study should be funded.
• Sloppy or imprecise writing, or poor grammar . Although a research proposal does not represent a completed research study, there is still an expectation that it is well-written and follows the style and rules of good academic writing.
• Too much detail on minor issues, but not enough detail on major issues . Your proposal should focus on only a few key research questions in order to support the argument that the research needs to be conducted. Minor issues, even if valid, can be mentioned but they should not dominate the overall narrative.

Procter, Margaret. The Academic Proposal.  The Lab Report. University College Writing Centre. University of Toronto; Sanford, Keith. Information for Students: Writing a Research Proposal. Baylor University; Wong, Paul T. P. How to Write a Research Proposal. International Network on Personal Meaning. Trinity Western University; Writing Academic Proposals: Conferences, Articles, and Books. The Writing Lab and The OWL. Purdue University; Writing a Research Proposal. University Library. University of Illinois at Urbana-Champaign.

Structure and Writing Style

Beginning the Proposal Process

As with writing most college-level academic papers, research proposals are generally organized the same way throughout most social science disciplines. The text of proposals generally vary in length between ten and thirty-five pages, followed by the list of references. However, before you begin, read the assignment carefully and, if anything seems unclear, ask your professor whether there are any specific requirements for organizing and writing the proposal.

A good place to begin is to ask yourself a series of questions:

• What do I want to study?
• Why is the topic important?
• How is it significant within the subject areas covered in my class?
• What problems will it help solve?
• How does it build upon [and hopefully go beyond] research already conducted on the topic?
• What exactly should I plan to do, and can I get it done in the time available?

In general, a compelling research proposal should document your knowledge of the topic and demonstrate your enthusiasm for conducting the study. Approach it with the intention of leaving your readers feeling like, "Wow, that's an exciting idea and I can’t wait to see how it turns out!"

Most proposals should include the following sections:

I.  Introduction

In the real world of higher education, a research proposal is most often written by scholars seeking grant funding for a research project or it's the first step in getting approval to write a doctoral dissertation. Even if this is just a course assignment, treat your introduction as the initial pitch of an idea based on a thorough examination of the significance of a research problem. After reading the introduction, your readers should not only have an understanding of what you want to do, but they should also be able to gain a sense of your passion for the topic and to be excited about the study's possible outcomes. Note that most proposals do not include an abstract [summary] before the introduction.

Think about your introduction as a narrative written in two to four paragraphs that succinctly answers the following four questions :

• What is the central research problem?
• What is the topic of study related to that research problem?
• What methods should be used to analyze the research problem?
• Answer the "So What?" question by explaining why this is important research, what is its significance, and why should someone reading the proposal care about the outcomes of the proposed study?

II.  Background and Significance

This is where you explain the scope and context of your proposal and describe in detail why it's important. It can be melded into your introduction or you can create a separate section to help with the organization and narrative flow of your proposal. Approach writing this section with the thought that you can’t assume your readers will know as much about the research problem as you do. Note that this section is not an essay going over everything you have learned about the topic; instead, you must choose what is most relevant in explaining the aims of your research.

To that end, while there are no prescribed rules for establishing the significance of your proposed study, you should attempt to address some or all of the following:

• State the research problem and give a more detailed explanation about the purpose of the study than what you stated in the introduction. This is particularly important if the problem is complex or multifaceted .
• Present the rationale of your proposed study and clearly indicate why it is worth doing; be sure to answer the "So What? question [i.e., why should anyone care?].
• Describe the major issues or problems examined by your research. This can be in the form of questions to be addressed. Be sure to note how your proposed study builds on previous assumptions about the research problem.
• Explain the methods you plan to use for conducting your research. Clearly identify the key sources you intend to use and explain how they will contribute to your analysis of the topic.
• Describe the boundaries of your proposed research in order to provide a clear focus. Where appropriate, state not only what you plan to study, but what aspects of the research problem will be excluded from the study.
• If necessary, provide definitions of key concepts, theories, or terms.

III.  Literature Review

Connected to the background and significance of your study is a section of your proposal devoted to a more deliberate review and synthesis of prior studies related to the research problem under investigation . The purpose here is to place your project within the larger whole of what is currently being explored, while at the same time, demonstrating to your readers that your work is original and innovative. Think about what questions other researchers have asked, what methodological approaches they have used, and what is your understanding of their findings and, when stated, their recommendations. Also pay attention to any suggestions for further research.

Since a literature review is information dense, it is crucial that this section is intelligently structured to enable a reader to grasp the key arguments underpinning your proposed study in relation to the arguments put forth by other researchers. A good strategy is to break the literature into "conceptual categories" [themes] rather than systematically or chronologically describing groups of materials one at a time. Note that conceptual categories generally reveal themselves after you have read most of the pertinent literature on your topic so adding new categories is an on-going process of discovery as you review more studies. How do you know you've covered the key conceptual categories underlying the research literature? Generally, you can have confidence that all of the significant conceptual categories have been identified if you start to see repetition in the conclusions or recommendations that are being made.

NOTE: Do not shy away from challenging the conclusions made in prior research as a basis for supporting the need for your proposal. Assess what you believe is missing and state how previous research has failed to adequately examine the issue that your study addresses. Highlighting the problematic conclusions strengthens your proposal. For more information on writing literature reviews, GO HERE .

To help frame your proposal's review of prior research, consider the "five C’s" of writing a literature review:

• Cite , so as to keep the primary focus on the literature pertinent to your research problem.
• Compare the various arguments, theories, methodologies, and findings expressed in the literature: what do the authors agree on? Who applies similar approaches to analyzing the research problem?
• Contrast the various arguments, themes, methodologies, approaches, and controversies expressed in the literature: describe what are the major areas of disagreement, controversy, or debate among scholars?
• Critique the literature: Which arguments are more persuasive, and why? Which approaches, findings, and methodologies seem most reliable, valid, or appropriate, and why? Pay attention to the verbs you use to describe what an author says/does [e.g., asserts, demonstrates, argues, etc.].
• Connect the literature to your own area of research and investigation: how does your own work draw upon, depart from, synthesize, or add a new perspective to what has been said in the literature?

IV.  Research Design and Methods

This section must be well-written and logically organized because you are not actually doing the research, yet, your reader must have confidence that you have a plan worth pursuing . The reader will never have a study outcome from which to evaluate whether your methodological choices were the correct ones. Thus, the objective here is to convince the reader that your overall research design and proposed methods of analysis will correctly address the problem and that the methods will provide the means to effectively interpret the potential results. Your design and methods should be unmistakably tied to the specific aims of your study.

Describe the overall research design by building upon and drawing examples from your review of the literature. Consider not only methods that other researchers have used, but methods of data gathering that have not been used but perhaps could be. Be specific about the methodological approaches you plan to undertake to obtain information, the techniques you would use to analyze the data, and the tests of external validity to which you commit yourself [i.e., the trustworthiness by which you can generalize from your study to other people, places, events, and/or periods of time].

When describing the methods you will use, be sure to cover the following:

• Specify the research process you will undertake and the way you will interpret the results obtained in relation to the research problem. Don't just describe what you intend to achieve from applying the methods you choose, but state how you will spend your time while applying these methods [e.g., coding text from interviews to find statements about the need to change school curriculum; running a regression to determine if there is a relationship between campaign advertising on social media sites and election outcomes in Europe ].
• Keep in mind that the methodology is not just a list of tasks; it is a deliberate argument as to why techniques for gathering information add up to the best way to investigate the research problem. This is an important point because the mere listing of tasks to be performed does not demonstrate that, collectively, they effectively address the research problem. Be sure you clearly explain this.
• Anticipate and acknowledge any potential barriers and pitfalls in carrying out your research design and explain how you plan to address them. No method applied to research in the social and behavioral sciences is perfect, so you need to describe where you believe challenges may exist in obtaining data or accessing information. It's always better to acknowledge this than to have it brought up by your professor!

V.  Preliminary Suppositions and Implications

Just because you don't have to actually conduct the study and analyze the results, doesn't mean you can skip talking about the analytical process and potential implications . The purpose of this section is to argue how and in what ways you believe your research will refine, revise, or extend existing knowledge in the subject area under investigation. Depending on the aims and objectives of your study, describe how the anticipated results will impact future scholarly research, theory, practice, forms of interventions, or policy making. Note that such discussions may have either substantive [a potential new policy], theoretical [a potential new understanding], or methodological [a potential new way of analyzing] significance.   When thinking about the potential implications of your study, ask the following questions:

• What might the results mean in regards to challenging the theoretical framework and underlying assumptions that support the study?
• What suggestions for subsequent research could arise from the potential outcomes of the study?
• What will the results mean to practitioners in the natural settings of their workplace, organization, or community?
• Will the results influence programs, methods, and/or forms of intervention?
• How might the results contribute to the solution of social, economic, or other types of problems?
• Will the results influence policy decisions?
• In what way do individuals or groups benefit should your study be pursued?
• What will be improved or changed as a result of the proposed research?
• How will the results of the study be implemented and what innovations or transformative insights could emerge from the process of implementation?

NOTE:   This section should not delve into idle speculation, opinion, or be formulated on the basis of unclear evidence . The purpose is to reflect upon gaps or understudied areas of the current literature and describe how your proposed research contributes to a new understanding of the research problem should the study be implemented as designed.

ANOTHER NOTE : This section is also where you describe any potential limitations to your proposed study. While it is impossible to highlight all potential limitations because the study has yet to be conducted, you still must tell the reader where and in what form impediments may arise and how you plan to address them.

VI.  Conclusion

The conclusion reiterates the importance or significance of your proposal and provides a brief summary of the entire study . This section should be only one or two paragraphs long, emphasizing why the research problem is worth investigating, why your research study is unique, and how it should advance existing knowledge.

Someone reading this section should come away with an understanding of:

• Why the study should be done;
• The specific purpose of the study and the research questions it attempts to answer;
• The decision for why the research design and methods used where chosen over other options;
• The potential implications emerging from your proposed study of the research problem; and
• A sense of how your study fits within the broader scholarship about the research problem.

VII.  Citations

As with any scholarly research paper, you must cite the sources you used . In a standard research proposal, this section can take two forms, so consult with your professor about which one is preferred.

• References -- a list of only the sources you actually used in creating your proposal.
• Bibliography -- a list of everything you used in creating your proposal, along with additional citations to any key sources relevant to understanding the research problem.

In either case, this section should testify to the fact that you did enough preparatory work to ensure the project will complement and not just duplicate the efforts of other researchers. It demonstrates to the reader that you have a thorough understanding of prior research on the topic.

Most proposal formats have you start a new page and use the heading "References" or "Bibliography" centered at the top of the page. Cited works should always use a standard format that follows the writing style advised by the discipline of your course [e.g., education=APA; history=Chicago] or that is preferred by your professor. This section normally does not count towards the total page length of your research proposal.

Develop a Research Proposal: Writing the Proposal. Office of Library Information Services. Baltimore County Public Schools; Heath, M. Teresa Pereira and Caroline Tynan. “Crafting a Research Proposal.” The Marketing Review 10 (Summer 2010): 147-168; Jones, Mark. “Writing a Research Proposal.” In MasterClass in Geography Education: Transforming Teaching and Learning . Graham Butt, editor. (New York: Bloomsbury Academic, 2015), pp. 113-127; Juni, Muhamad Hanafiah. “Writing a Research Proposal.” International Journal of Public Health and Clinical Sciences 1 (September/October 2014): 229-240; Krathwohl, David R. How to Prepare a Dissertation Proposal: Suggestions for Students in Education and the Social and Behavioral Sciences . Syracuse, NY: Syracuse University Press, 2005; Procter, Margaret. The Academic Proposal. The Lab Report. University College Writing Centre. University of Toronto; Punch, Keith and Wayne McGowan. "Developing and Writing a Research Proposal." In From Postgraduate to Social Scientist: A Guide to Key Skills . Nigel Gilbert, ed. (Thousand Oaks, CA: Sage, 2006), 59-81; Wong, Paul T. P. How to Write a Research Proposal. International Network on Personal Meaning. Trinity Western University; Writing Academic Proposals: Conferences , Articles, and Books. The Writing Lab and The OWL. Purdue University; Writing a Research Proposal. University Library. University of Illinois at Urbana-Champaign.

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Writing Your Research Proposal

5 Things You Need To Keep Top Of Mind

By: Derek Jansen (MBA) | Reviewer: Eunice Rautenbach (DTech) | June 2023

W riting a   high-quality research proposal   that “sells” your study and wins the favour (and approval) of your university is no small task. In this post, we’ll share five   critical dos and don’ts   to help you navigate the proposal writing process.

This post is based on an extract from   our online course ,   Research Proposal Bootcamp . In the course, we walk you through the process of developing an A-grade proposal, step by step, with plain-language explanations and loads of examples. If it’s your first time writing a research proposal, you definitely want to check that out.

Overview: 5 Proposal Writing Essentials

• Understand your university’s   requirements   and   restrictions
• Have a clearly articulated   research   problem
• Clearly communicate the   feasibility   of your research
• Pay very close attention to   ethics   policies
• Focus on writing   critically   and   concisely

1. Understand the rules of the game

All too often, we see students going through all the effort of finding a  unique and valuable topic  and drafting a meaty proposal, only to realise that they’ve missed some  critical information  regarding their university’s requirements. 

Every university is different, but they all have some sort of requirements or expectations regarding what students can and can’t research. For example:

• Restrictions regarding the  topic area  that can be research
• Restrictions regarding  data   sources  – for example, primary or secondary
• Requirements regarding  methodology  – for example, qualitative, quantitative, or mixed methods-based research
• And most notably, there can be varying expectations regarding  topic originality  – does your topic need to be super original or not?

The key takeaway here is that you need to  thoroughly read through any briefing documents provided  by your university. Also, take a look at past dissertations or theses from your program to get a feel for  what   the norms are . Long story short, make sure you understand the rules of the game before you start playing.

2. Have a clearly articulated research problem

As we’ve explained many times on this blog, all   good research starts with a strong   research problem   – without a problem, you don’t have a clear justification for your research. Therefore, it’s essential that you have clarity regarding the research problem you’re going to address   before you start drafting   your proposal. From the research   problem , the   research   gap   emerges and from the research gap, your   research   aims , objectives and research   questions   emerge. These then guide your entire dissertation from start to end. 

Needless to say, all of this starts with the literature – in other words, you have to   spend time reading the existing literature   to understand the current state of knowledge. You can’t skip this all-important step. All too often, we see students make the mistake of trying to write up a proposal without having a   clear understanding of the current state   of the literature, which is just a recipe for disaster. You’ve got to take the time to understand what’s already been done before you can propose doing something new.

3. Demonstrate the feasibility of your research

One of the key concerns that reviewers or assessors have when deciding to approve or reject a research proposal is the   practicality/feasibility of the proposed research , given the student’s resources (which are usually pretty limited). You can have a brilliant research topic that’s super original and valuable, but if there is any question about whether the project is something that you can realistically pull off, you’re going to run into issues when it comes to getting your proposal accepted.

So, what does this mean for you?

First, you need to make sure that the research topic you’ve chosen and the methodology you’re planning to use is   100% safe in terms of feasibility . In other words, you need to be super certain that you can actually pull off this study. Of greatest importance here is the data collection and analysis aspect – in other words, will you be able to get access to the data you need, and will you be able to analyse it?

Second, assuming you’re 100% confident that you can pull the research off, you need to   clearly communicate that   in your research proposal. To do this, you need to proactively think about all the concerns the reviewer or supervisor might have and ensure that you clearly address these in your proposal. Remember,   the proposal is a one-way communication   – you get one shot (per submission) to make your case, and there’s generally   no Q&A opportunity . So, make it clear what you’ll be doing, what the potential risks are and how you’ll manage those risks to ensure that your study goes according to plan.

If you have the word count available, it’s a good idea to   present a project plan , ideally using something like a Gantt chart. You can also consider presenting a   risk register , where you detail the potential risks, their likelihood and impact, and your mitigation and response actions – this will show the assessor that you’ve really thought through the practicalities of your proposed project. If you want to learn more about project plans and risk registers, we cover these in detail in our proposal writing course,   Research Proposal Bootcamp , and we also provide templates that you can use. 

Need a helping hand?

4. Pay close attention to ethics policies

This one’s a biggy – and it can often be a dream crusher for students with lofty research ideas. If there’s one thing that will sink your research proposal faster than anything else, it’s   non-compliance with your   university’s research ethics policy . This is simply a non-negotiable, so don’t waste your time thinking you can convince your institution otherwise. If your proposed research runs against any aspect of your institution’s ethics policies,   it’s a no-go.

The ethics requirements for dissertations can vary depending on the field of study, institution, and country, so we can’t give you a list of things you need to do, but some common requirements that you should be aware of include things like:

• Informed   consent   – in other words, getting permission/consent from your study’s participants and allowing them to opt out at any point
• Privacy   and   confidentiality   – in other words, ensuring that you manage the data securely and respect people’s privacy
• If your research   involves   animals   (as opposed to people), you’ll need to explain how you’ll   ensure ethical treatment , how you’ll reduce harm or distress, etc.

One more thing to keep in mind is that certain types of research may be acceptable from an ethics perspective, but will require   additional levels of approval . For example, if you’re planning to study any sort of vulnerable population (e.g., children, the elderly, people with mental health conditions, etc.), this may be allowed in principle but requires additional ethical scrutiny. This often involves some sort of review board or committee, which   slows things down   quite a bit. Situations like this aren’t proposal killers, but they can create a much   more rigid environment , so you need to consider whether that works for you, given your timeline.

5. Write critically and concisely

The final item on the list is more generic but just as important to the success of your research proposal – that is,   writing   critically   and concisely . 

All too often, students fall short in terms of critical writing and end up   writing in a very descriptive manner   instead. We’ve got a   detailed blog post and video   explaining the difference between these two types of writing, so we won’t go into detail here. However, the simplest way to distinguish between the two types of writing is that   descriptive writing focuses on the what , while   analytical writing draws out the “so what”   – in other words, what’s the impact and relevance of each point that you’re making to the bigger issue at hand.

In the case of a research proposal, the core task at hand is to   convince the reader that your planned research deserves a chance . To do this, you need to show the reviewer that your research will (amongst other things) be   original ,   valuable   and   practical . So, when you’re writing, you need to keep this core objective front of mind and write with purpose, taking every opportunity to link what you’re writing about to that core purpose of the proposal.

The second aspect in relation to writing is to   write concisely . All too often, students ramble on and use far more word count than is necessary. Part of the problem here is that their writing is just too descriptive (the previous point) and part of the issue is just a   lack of editing .

The keyword here is editing – in other words, you   don’t need to write the most concise version possible on your first try   – if anything, we encourage you to just thought vomit as much as you can in the initial stages of writing. Once you’ve got everything down on paper, then you can get down to   editing and trimming down your writing . You need to get comfortable with this process of iteration and revision with everything you write – don’t try to write the perfect first draft. First,   get the thoughts out of your head and onto the paper , then edit. This is a habit that will serve you well beyond your proposal, into your actual dissertation or thesis.

Wrapping Up

To recap, the five essentials to keep in mind when writing up your research proposal include:

If you want to learn more about how to craft a top-notch research proposal, be sure to   check out our online course   for a comprehensive, step-by-step guide. Alternatively, if you’d like to get hands-on help developing your proposal, be sure to check out our   private coaching service , where we hold your hand through the research journey, step by step. 

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How to write a research proposal

What is a research proposal?

What is the purpose of a research proposal , how long should a research proposal be, what should be included in a research proposal, 1. the title page, 2. introduction, 3. literature review, 4. research design, 5. implications, 6. reference list, frequently asked questions about writing a research proposal, related articles.

If you’re in higher education, the term “research proposal” is something you’re likely to be familiar with. But what is it, exactly? You’ll normally come across the need to prepare a research proposal when you’re looking to secure Ph.D. funding.

When you’re trying to find someone to fund your Ph.D. research, a research proposal is essentially your “pitch.”

A research proposal is a concise and coherent summary of your proposed research.

You’ll need to set out the issues that are central to the topic area and how you intend to address them with your research. To do this, you’ll need to give the following:

• an outline of the general area of study within which your research falls
• an overview of how much is currently known about the topic
• a literature review that covers the recent scholarly debate or conversation around the topic

➡️  What is a literature review? Learn more in our guide.

Essentially, you are trying to persuade your institution that you and your project are worth investing their time and money into.

It is the opportunity for you to demonstrate that you have the aptitude for this level of research by showing that you can articulate complex ideas:

It also helps you to find the right supervisor to oversee your research. When you’re writing your research proposal, you should always have this in the back of your mind.

This is the document that potential supervisors will use in determining the legitimacy of your research and, consequently, whether they will invest in you or not. It is therefore incredibly important that you spend some time on getting it right.

Tip: While there may not always be length requirements for research proposals, you should strive to cover everything you need to in a concise way.

If your research proposal is for a bachelor’s or master’s degree, it may only be a few pages long. For a Ph.D., a proposal could be a pretty long document that spans a few dozen pages.

➡️ Research proposals are similar to grant proposals. Learn how to write a grant proposal in our guide.

When you’re writing your proposal, keep in mind its purpose and why you’re writing it. It, therefore, needs to clearly explain the relevance of your research and its context with other discussions on the topic. You need to then explain what approach you will take and why it is feasible.

Generally, your structure should look something like this:

• Introduction
• Literature Review
• Research Design
• Implications

If you follow this structure, you’ll have a comprehensive and coherent proposal that looks and feels professional, without missing out on anything important. We’ll take a deep dive into each of these areas one by one next.

The title page might vary slightly per your area of study but, as a general point, your title page should contain the following:

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

Tip: Keep in mind any departmental or institutional guidelines for a research proposal title page. Also, your supervisor may ask for specific details to be added to the page.

The introduction is crucial   to your research proposal as it is your first opportunity to hook the reader in. A good introduction section will introduce your project and its relevance to the field of study.

You’ll want to use this space to demonstrate that you have carefully thought about how to present your project as interesting, original, and important research. A good place to start is by introducing the context of your research problem.

Think about answering these questions:

• What is it you want to research and why?
• How does this research relate to the respective field?
• How much is already known about this area?
• Who might find this research interesting?
• What are the key questions you aim to answer with your research?
• What will the findings of this project add to the topic area?

Your introduction aims to set yourself off on a great footing and illustrate to the reader that you are an expert in your field and that your project has a solid foundation in existing knowledge and theory.

The literature review section answers the question who else is talking about your proposed research topic.

You want to demonstrate that your research will contribute to conversations around the topic and that it will sit happily amongst experts in the field.

➡️ Read more about how to write a literature review .

There are lots of ways you can find relevant information for your literature review, including:

• Research relevant academic sources such as books and journals to find similar conversations around the topic.
• Read through abstracts and bibliographies of your academic sources to look for relevance and further additional resources without delving too deep into articles that are possibly not relevant to you.
• Watch out for heavily-cited works . This should help you to identify authoritative work that you need to read and document.
• Look for any research gaps , trends and patterns, common themes, debates, and contradictions.
• Consider any seminal studies on the topic area as it is likely anticipated that you will address these in your research proposal.

This is where you get down to the real meat of your research proposal. It should be a discussion about the overall approach you plan on taking, and the practical steps you’ll follow in answering the research questions you’ve posed.

So what should you discuss here? Some of the key things you will need to discuss at this point are:

• What form will your research take? Is it qualitative/quantitative/mixed? Will your research be primary or secondary?
• What sources will you use? Who or what will you be studying as part of your research.
• Document your research method. How are you practically going to carry out your research? What tools will you need? What procedures will you use?
• Any practicality issues you foresee. Do you think there will be any obstacles to your anticipated timescale? What resources will you require in carrying out your research?

Your research design should also discuss the potential implications of your research. For example, are you looking to confirm an existing theory or develop a new one?

If you intend to create a basis for further research, you should describe this here.

It is important to explain fully what you want the outcome of your research to look like and what you want to achieve by it. This will help those reading your research proposal to decide if it’s something the field  needs  and  wants,  and ultimately whether they will support you with it.

When you reach the end of your research proposal, you’ll have to compile a list of references for everything you’ve cited above. Ideally, you should keep track of everything from the beginning. Otherwise, this could be a mammoth and pretty laborious task to do.

Consider using a reference manager like Paperpile to format and organize your citations. Paperpile allows you to organize and save your citations for later use and cite them in thousands of citation styles directly in Google Docs, Microsoft Word, or LaTeX.

Your project may also require you to have a timeline, depending on the budget you are requesting. If you need one, you should include it here and explain both the timeline and the budget you need, documenting what should be done at each stage of the research and how much of the budget this will use.

This is the final step, but not one to be missed. You should make sure that you edit and proofread your document so that you can be sure there are no mistakes.

A good idea is to have another person proofread the document for you so that you get a fresh pair of eyes on it. You can even have a professional proofreader do this for you.

This is an important document and you don’t want spelling or grammatical mistakes to get in the way of you and your reader.

➡️ Working on a research proposal for a thesis? Take a look at our guide on how to come up with a topic for your thesis .

A research proposal is a concise and coherent summary of your proposed research. Generally, your research proposal will have a title page, introduction, literature review section, a section about research design and explaining the implications of your research, and a reference list.

A good research proposal is concise and coherent. It has a clear purpose, clearly explains the relevance of your research and its context with other discussions on the topic. A good research proposal explains what approach you will take and why it is feasible.

You need a research proposal to persuade your institution that you and your project are worth investing their time and money into. It is your opportunity to demonstrate your aptitude for this level or research by showing that you can articulate complex ideas clearly, concisely, and critically.

A research proposal is essentially your "pitch" when you're trying to find someone to fund your PhD. It is a clear and concise summary of your proposed research. It gives an outline of the general area of study within which your research falls, it elaborates how much is currently known about the topic, and it highlights any recent debate or conversation around the topic by other academics.

The general answer is: as long as it needs to be to cover everything. The length of your research proposal depends on the requirements from the institution that you are applying to. Make sure to carefully read all the instructions given, and if this specific information is not provided, you can always ask.

How to Write a Research Proposal Paper

Table of Contents

What is a research proposal paper, why write a research proposal paper.

• How to Plan a Research Proposal Paper

Components of a Research Proposal Paper

Research proposal examples, help & additional resources, this resource page will help you:.

• Learn what a research proposal paper is.  
• Understand the importance of writing a research proposal paper. 
• Understand the steps in the planning stages of a research proposal paper.  
• Identify the components of a research proposal paper.  

A research proposal paper:   

• includes sufficient information about a research study that you propose to conduct for your thesis (e.g., in an MT, MA, or Ph.D. program) or that you imagine conducting (e.g., in an MEd program). It should help your readers understand the scope, validity, and significance of your proposed study.  
• may be a stand-alone paper or one part of a larger research project, depending on the nature of your assignment. 
• typically follows the citation format of your field, which at OISE is APA .    

Your instructor will provide you with assignment details that can help you determine how much information to include in your research proposal, so you should carefully check your course outline and assignment instructions.  

Writing a research proposal allows you to  

• develop skills in designing a comprehensive research study; 

learn how to identify a research problem that can contribute to advancing knowledge in your field of interest; 

further develop skills in finding foundational and relevant literature related to your topic; 

critically review, examine, and consider the use of different methods for gathering and analyzing data related to the research problem;  

see yourself as an active participant in conducting research in your field of study. 

Writing a research proposal paper can help clarify questions you may have before designing your research study. It is helpful to get feedback on your research proposal and edit your work to be able to see what you may need to change in your proposal. The more diverse opinions you receive on your proposal, the better prepared you will be to design a comprehensive research study. 

How to Plan your Research Proposal

Before starting your research proposal, you should clarify your ideas and make a plan. Ask yourself these questions and take notes:  

What do I want to study? 

Why is the topic important? Why is it important to me? 

How is the topic significant within the subject areas covered in my class? 

What problems will it help solve? 

How does it build on research already conducted on the topic? 

What exactly should I plan to do to conduct a study on the topic? 

It may be helpful to write down your answers to these questions and use them to tell a story about your chosen topic to your classmates or instructor. As you tell your story, write down comments or questions from your listeners. This will help you refine your proposal and research questions. 

This is an example of how to start planning and thinking about your research proposal assignment. You will find a student’s notes and ideas about their research proposal topic - "Perspectives on Textual Production, Student Collaboration, and Social Networking Sites”. This example is hyperlinked in the following Resource Page:&nbsp;

A research proposal paper typically includes: 

• an introduction  
• a theoretical framework 
• a literature review 
• the methodology  
• the implications of the proposed study and conclusion 
• references 

Start your introduction by giving the reader an overview of your study. Include:  

• the research context (in what educational settings do you plan to conduct this study?) 
• the research problem, purpose (What do you want to achieve by conducting this study?) 
• a brief overview of the literature on your topic and the gap your study hopes to fill 
•  research questions and sub-questions 
• a brief mention of your research method (How do you plan to collect and analyze your data?) 
• your personal interest in the topic. 

 Conclude your introduction by giving your reader a roadmap of your proposal. 

 To learn more about paper introductions, check How to write Introductions .  

A theoretical framework refers to the theories that you will use to interpret both your own data and the literature that has come before. Think about theories as lenses that help you look at your data from different perspectives, beyond just your own personal perspective. Think about the theories that you have come across in your courses or readings that could apply to your research topic. When writing the theoretical framework, include 

• A description of where the theories come from (original thinkers), their key components, and how they have developed over time. 
• How you plan to use the theories in your study / how they apply to your topic. 

The literature review section should help you identify topics or issues that will help contextualize what the research has/hasn’t found and discussed on the topic so far and convince your reader that your proposed study is important. This is where you can go into more detail on the gap that your study hopes to fill. Ultimately, a good literature review helps your reader learn more about the topic that you have chosen to study and what still needs to be researched 

To learn more about literature reviews check What is a Literature Review . 

The methods section should briefly explain how you plan to conduct your study and why you have chosen a particular method. You may also include  

• your overall study design (quantitative, qualitative, mixed methods) and the proposed stages 
• your proposed research instruments (e.g. surveys, interviews)  
• your proposed participant recruitment channels / document selection criteria 
• a description of your proposed study participants (age, gender, etc.). 
• how you plan to analyze the data.  

You should cite relevant literature on research methods to support your choices. 

The conclusion section should include a short summary about the implications and significance of your proposed study by explaining how the possible findings may change the ways educators and/or stakeholders address the issues identified in your introduction. 

Depending on the assignment instructions, the conclusion can also highlight next steps and a timeline for the research process. 

To learn more about paper conclusions, check How to write Conclusions . 

List all references you used and format them according to APA style. Make sure that everything in your reference list is cited in the paper, and every citation in your paper is in your reference list.  

To learn more about writing citations and references, check Citations & APA . 

These are detailed guidelines on how to prepare a quantitative research proposal. Adapted from the course APD2293 “Interpretation of Educational Research”. These guidelines are hyperlinked in the following Resource Page:&nbsp;&nbsp;

Related Resource Pages on ASH

• What is a Literature Review?
• How to Prepare a Literature Review
• How to Understand & Plan Assignments
• Citations and APA Style
• How to Integrate Others' Research into your Writing
• How to Write Introductions
• How to Write Conclusions

Additional Resources

• Writing a research proposal– University of Southern California   
• Owl Purdue-Graduate-Specific Genres-Purdue University  
• 10 Tips for Writing a research proposal – McGill University  

On Campus Services

• Book a writing consultation (OSSC)
• Book a Research Consultation (OISE Library)

• Locations and Hours
• UCLA Library
• Research Guides
• Research Tips and Tools

Advanced Research Methods

• Writing a Research Proposal
• What Is Research?
• Library Research

What Is a Research Proposal?

Reference books.

• Writing the Research Paper
• Presenting the Research Paper

When applying for a research grant or scholarship, or, just before you start a major research project, you may be asked to write a preliminary document that includes basic information about your future research. This is the information that is usually needed in your proposal:

• The topic and goal of the research project.
• The kind of result expected from the research.
• The theory or framework in which the research will be done and presented.
• What kind of methods will be used (statistical, empirical, etc.).
• Short reference on the preliminary scholarship and why your research project is needed; how will it continue/justify/disprove the previous scholarship.
• How much will the research project cost; how will it be budgeted (what for the money will be spent).
• Why is it you who can do this research and not somebody else.

Most agencies that offer scholarships or grants provide information about the required format of the proposal. It may include filling out templates, types of information they need, suggested/maximum length of the proposal, etc.

Research proposal formats vary depending on the size of the planned research, the number of participants, the discipline, the characteristics of the research, etc. The following outline assumes an individual researcher. This is just a SAMPLE; several other ways are equally good and can be successful. If possible, discuss your research proposal with an expert in writing, a professor, your colleague, another student who already wrote successful proposals, etc.

• Author, author's affiliation
• Explain the topic and why you chose it. If possible explain your goal/outcome of the research . How much time you need to complete the research?
• Give a brief summary of previous scholarship and explain why your topic and goals are important.
• Relate your planned research to previous scholarship. What will your research add to our knowledge of the topic.
• Break down the main topic into smaller research questions. List them one by one and explain why these questions need to be investigated. Relate them to previous scholarship.
• Include your hypothesis into the descriptions of the detailed research issues if you have one. Explain why it is important to justify your hypothesis.
• This part depends of the methods conducted in the research process. List the methods; explain how the results will be presented; how they will be assessed.
• Explain what kind of results will justify or  disprove your hypothesis. 
• Explain how much money you need.
• Explain the details of the budget (how much you want to spend for what).
• Describe why your research is important.
• List the sources you have used for writing the research proposal, including a few main citations of the preliminary scholarship.

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11.2 Steps in Developing a Research Proposal

Learning objectives.

• Identify the steps in developing a research proposal.
• Choose a topic and formulate a research question and working thesis.
• Develop a research proposal.

Writing a good research paper takes time, thought, and effort. Although this assignment is challenging, it is manageable. Focusing on one step at a time will help you develop a thoughtful, informative, well-supported research paper.

Your first step is to choose a topic and then to develop research questions, a working thesis, and a written research proposal. Set aside adequate time for this part of the process. Fully exploring ideas will help you build a solid foundation for your paper.

Choosing a Topic

When you choose a topic for a research paper, you are making a major commitment. Your choice will help determine whether you enjoy the lengthy process of research and writing—and whether your final paper fulfills the assignment requirements. If you choose your topic hastily, you may later find it difficult to work with your topic. By taking your time and choosing carefully, you can ensure that this assignment is not only challenging but also rewarding.

Writers understand the importance of choosing a topic that fulfills the assignment requirements and fits the assignment’s purpose and audience. (For more information about purpose and audience, see Chapter 6 “Writing Paragraphs: Separating Ideas and Shaping Content” .) Choosing a topic that interests you is also crucial. You instructor may provide a list of suggested topics or ask that you develop a topic on your own. In either case, try to identify topics that genuinely interest you.

After identifying potential topic ideas, you will need to evaluate your ideas and choose one topic to pursue. Will you be able to find enough information about the topic? Can you develop a paper about this topic that presents and supports your original ideas? Is the topic too broad or too narrow for the scope of the assignment? If so, can you modify it so it is more manageable? You will ask these questions during this preliminary phase of the research process.

Identifying Potential Topics

Sometimes, your instructor may provide a list of suggested topics. If so, you may benefit from identifying several possibilities before committing to one idea. It is important to know how to narrow down your ideas into a concise, manageable thesis. You may also use the list as a starting point to help you identify additional, related topics. Discussing your ideas with your instructor will help ensure that you choose a manageable topic that fits the requirements of the assignment.

In this chapter, you will follow a writer named Jorge, who is studying health care administration, as he prepares a research paper. You will also plan, research, and draft your own research paper.

Jorge was assigned to write a research paper on health and the media for an introductory course in health care. Although a general topic was selected for the students, Jorge had to decide which specific issues interested him. He brainstormed a list of possibilities.

If you are writing a research paper for a specialized course, look back through your notes and course activities. Identify reading assignments and class discussions that especially engaged you. Doing so can help you identify topics to pursue.

• Health Maintenance Organizations (HMOs) in the news
• Sexual education programs
• Hollywood and eating disorders
• Americans’ access to public health information
• Media portrayal of health care reform bill
• Depictions of drugs on television
• The effect of the Internet on mental health
• Popularized diets (such as low-carbohydrate diets)
• Fear of pandemics (bird flu, HINI, SARS)
• Electronic entertainment and obesity
• Advertisements for prescription drugs
• Public education and disease prevention

Set a timer for five minutes. Use brainstorming or idea mapping to create a list of topics you would be interested in researching for a paper about the influence of the Internet on social networking. Do you closely follow the media coverage of a particular website, such as Twitter? Would you like to learn more about a certain industry, such as online dating? Which social networking sites do you and your friends use? List as many ideas related to this topic as you can.

Narrowing Your Topic

Once you have a list of potential topics, you will need to choose one as the focus of your essay. You will also need to narrow your topic. Most writers find that the topics they listed during brainstorming or idea mapping are broad—too broad for the scope of the assignment. Working with an overly broad topic, such as sexual education programs or popularized diets, can be frustrating and overwhelming. Each topic has so many facets that it would be impossible to cover them all in a college research paper. However, more specific choices, such as the pros and cons of sexual education in kids’ television programs or the physical effects of the South Beach diet, are specific enough to write about without being too narrow to sustain an entire research paper.

A good research paper provides focused, in-depth information and analysis. If your topic is too broad, you will find it difficult to do more than skim the surface when you research it and write about it. Narrowing your focus is essential to making your topic manageable. To narrow your focus, explore your topic in writing, conduct preliminary research, and discuss both the topic and the research with others.

Exploring Your Topic in Writing

“How am I supposed to narrow my topic when I haven’t even begun researching yet?” In fact, you may already know more than you realize. Review your list and identify your top two or three topics. Set aside some time to explore each one through freewriting. (For more information about freewriting, see Chapter 8 “The Writing Process: How Do I Begin?” .) Simply taking the time to focus on your topic may yield fresh angles.

Jorge knew that he was especially interested in the topic of diet fads, but he also knew that it was much too broad for his assignment. He used freewriting to explore his thoughts so he could narrow his topic. Read Jorge’s ideas.

Conducting Preliminary Research

Another way writers may focus a topic is to conduct preliminary research . Like freewriting, exploratory reading can help you identify interesting angles. Surfing the web and browsing through newspaper and magazine articles are good ways to start. Find out what people are saying about your topic on blogs and online discussion groups. Discussing your topic with others can also inspire you. Talk about your ideas with your classmates, your friends, or your instructor.

Jorge’s freewriting exercise helped him realize that the assigned topic of health and the media intersected with a few of his interests—diet, nutrition, and obesity. Preliminary online research and discussions with his classmates strengthened his impression that many people are confused or misled by media coverage of these subjects.

Jorge decided to focus his paper on a topic that had garnered a great deal of media attention—low-carbohydrate diets. He wanted to find out whether low-carbohydrate diets were as effective as their proponents claimed.

Writing at Work

At work, you may need to research a topic quickly to find general information. This information can be useful in understanding trends in a given industry or generating competition. For example, a company may research a competitor’s prices and use the information when pricing their own product. You may find it useful to skim a variety of reliable sources and take notes on your findings.

The reliability of online sources varies greatly. In this exploratory phase of your research, you do not need to evaluate sources as closely as you will later. However, use common sense as you refine your paper topic. If you read a fascinating blog comment that gives you a new idea for your paper, be sure to check out other, more reliable sources as well to make sure the idea is worth pursuing.

Review the list of topics you created in Note 11.18 “Exercise 1” and identify two or three topics you would like to explore further. For each of these topics, spend five to ten minutes writing about the topic without stopping. Then review your writing to identify possible areas of focus.

Set aside time to conduct preliminary research about your potential topics. Then choose a topic to pursue for your research paper.

Collaboration

Please share your topic list with a classmate. Select one or two topics on his or her list that you would like to learn more about and return it to him or her. Discuss why you found the topics interesting, and learn which of your topics your classmate selected and why.

A Plan for Research

Your freewriting and preliminary research have helped you choose a focused, manageable topic for your research paper. To work with your topic successfully, you will need to determine what exactly you want to learn about it—and later, what you want to say about it. Before you begin conducting in-depth research, you will further define your focus by developing a research question , a working thesis, and a research proposal.

Formulating a Research Question

In forming a research question, you are setting a goal for your research. Your main research question should be substantial enough to form the guiding principle of your paper—but focused enough to guide your research. A strong research question requires you not only to find information but also to put together different pieces of information, interpret and analyze them, and figure out what you think. As you consider potential research questions, ask yourself whether they would be too hard or too easy to answer.

To determine your research question, review the freewriting you completed earlier. Skim through books, articles, and websites and list the questions you have. (You may wish to use the 5WH strategy to help you formulate questions. See Chapter 8 “The Writing Process: How Do I Begin?” for more information about 5WH questions.) Include simple, factual questions and more complex questions that would require analysis and interpretation. Determine your main question—the primary focus of your paper—and several subquestions that you will need to research to answer your main question.

Here are the research questions Jorge will use to focus his research. Notice that his main research question has no obvious, straightforward answer. Jorge will need to research his subquestions, which address narrower topics, to answer his main question.

Using the topic you selected in Note 11.24 “Exercise 2” , write your main research question and at least four to five subquestions. Check that your main research question is appropriately complex for your assignment.

Constructing a Working ThesIs

A working thesis concisely states a writer’s initial answer to the main research question. It does not merely state a fact or present a subjective opinion. Instead, it expresses a debatable idea or claim that you hope to prove through additional research. Your working thesis is called a working thesis for a reason—it is subject to change. As you learn more about your topic, you may change your thinking in light of your research findings. Let your working thesis serve as a guide to your research, but do not be afraid to modify it based on what you learn.

Jorge began his research with a strong point of view based on his preliminary writing and research. Read his working thesis statement, which presents the point he will argue. Notice how it states Jorge’s tentative answer to his research question.

One way to determine your working thesis is to consider how you would complete sentences such as I believe or My opinion is . However, keep in mind that academic writing generally does not use first-person pronouns. These statements are useful starting points, but formal research papers use an objective voice.

Write a working thesis statement that presents your preliminary answer to the research question you wrote in Note 11.27 “Exercise 3” . Check that your working thesis statement presents an idea or claim that could be supported or refuted by evidence from research.

Creating a Research Proposal

A research proposal is a brief document—no more than one typed page—that summarizes the preliminary work you have completed. Your purpose in writing it is to formalize your plan for research and present it to your instructor for feedback. In your research proposal, you will present your main research question, related subquestions, and working thesis. You will also briefly discuss the value of researching this topic and indicate how you plan to gather information.

When Jorge began drafting his research proposal, he realized that he had already created most of the pieces he needed. However, he knew he also had to explain how his research would be relevant to other future health care professionals. In addition, he wanted to form a general plan for doing the research and identifying potentially useful sources. Read Jorge’s research proposal.

Before you begin a new project at work, you may have to develop a project summary document that states the purpose of the project, explains why it would be a wise use of company resources, and briefly outlines the steps involved in completing the project. This type of document is similar to a research proposal. Both documents define and limit a project, explain its value, discuss how to proceed, and identify what resources you will use.

Writing Your Own Research Proposal

Now you may write your own research proposal, if you have not done so already. Follow the guidelines provided in this lesson.

Key Takeaways

• Developing a research proposal involves the following preliminary steps: identifying potential ideas, choosing ideas to explore further, choosing and narrowing a topic, formulating a research question, and developing a working thesis.
• A good topic for a research paper interests the writer and fulfills the requirements of the assignment.
• Defining and narrowing a topic helps writers conduct focused, in-depth research.
• Writers conduct preliminary research to identify possible topics and research questions and to develop a working thesis.
• A good research question interests readers, is neither too broad nor too narrow, and has no obvious answer.
• A good working thesis expresses a debatable idea or claim that can be supported with evidence from research.
• Writers create a research proposal to present their topic, main research question, subquestions, and working thesis to an instructor for approval or feedback.

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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Blog Business How to Write a Research Proposal: A Step-by-Step

How to Write a Research Proposal: A Step-by-Step

Written by: Danesh Ramuthi Nov 29, 2023

A research proposal is a structured outline for a planned study on a specific topic. It serves as a roadmap, guiding researchers through the process of converting their research idea into a feasible project. 

The aim of a research proposal is multifold: it articulates the research problem, establishes a theoretical framework, outlines the research methodology and highlights the potential significance of the study. Importantly, it’s a critical tool for scholars seeking grant funding or approval for their research projects.

Crafting a good research proposal requires not only understanding your research topic and methodological approaches but also the ability to present your ideas clearly and persuasively. Explore Venngage’s Proposal Maker and Research Proposals Templates to begin your journey in writing a compelling research proposal.

What to include in a research proposal?

In a research proposal, include a clear statement of your research question or problem, along with an explanation of its significance. This should be followed by a literature review that situates your proposed study within the context of existing research. 

Your proposal should also outline the research methodology, detailing how you plan to conduct your study, including data collection and analysis methods.

Additionally, include a theoretical framework that guides your research approach, a timeline or research schedule, and a budget if applicable. It’s important to also address the anticipated outcomes and potential implications of your study. A well-structured research proposal will clearly communicate your research objectives, methods and significance to the readers.

How to format a research proposal?

Formatting a research proposal involves adhering to a structured outline to ensure clarity and coherence. While specific requirements may vary, a standard research proposal typically includes the following elements:

• Title Page: Must include the title of your research proposal, your name and affiliations. The title should be concise and descriptive of your proposed research.
• Abstract: A brief summary of your proposal, usually not exceeding 250 words. It should highlight the research question, methodology and the potential impact of the study.
• Introduction: Introduces your research question or problem, explains its significance, and states the objectives of your study.
• Literature review: Here, you contextualize your research within existing scholarship, demonstrating your knowledge of the field and how your research will contribute to it.
• Methodology: Outline your research methods, including how you will collect and analyze data. This section should be detailed enough to show the feasibility and thoughtfulness of your approach.
• Timeline: Provide an estimated schedule for your research, breaking down the process into stages with a realistic timeline for each.
• Budget (if applicable): If your research requires funding, include a detailed budget outlining expected cost.
• References/Bibliography: List all sources referenced in your proposal in a consistent citation style.

How to write a research proposal in 11 steps?

Writing a research proposal template in structured steps ensures a comprehensive and coherent presentation of your research project. Let’s look at the explanation for each of the steps here:  

Step 1: Title and Abstract Step 2: Introduction Step 3: Research objectives Step 4: Literature review Step 5: Methodology Step 6: Timeline Step 7: Resources Step 8: Ethical considerations Step 9: Expected outcomes and significance Step 10: References Step 11: Appendices

Step 1: title and abstract.

Select a concise, descriptive title and write an abstract summarizing your research question, objectives, methodology and expected outcomes​​. The abstract should include your research question, the objectives you aim to achieve, the methodology you plan to employ and the anticipated outcomes. 

Step 2: Introduction

In this section, introduce the topic of your research, emphasizing its significance and relevance to the field. Articulate the research problem or question in clear terms and provide background context, which should include an overview of previous research in the field.

Step 3: Research objectives

Here, you’ll need to outline specific, clear and achievable objectives that align with your research problem. These objectives should be well-defined, focused and measurable, serving as the guiding pillars for your study. They help in establishing what you intend to accomplish through your research and provide a clear direction for your investigation.

Step 4: Literature review

In this part, conduct a thorough review of existing literature related to your research topic. This involves a detailed summary of key findings and major contributions from previous research. Identify existing gaps in the literature and articulate how your research aims to fill these gaps. The literature review not only shows your grasp of the subject matter but also how your research will contribute new insights or perspectives to the field.

Step 5: Methodology

Describe the design of your research and the methodologies you will employ. This should include detailed information on data collection methods, instruments to be used and analysis techniques. Justify the appropriateness of these methods for your research​​.

Step 6: Timeline

Construct a detailed timeline that maps out the major milestones and activities of your research project. Break the entire research process into smaller, manageable tasks and assign realistic time frames to each. This timeline should cover everything from the initial research phase to the final submission, including periods for data collection, analysis and report writing. 

It helps in ensuring your project stays on track and demonstrates to reviewers that you have a well-thought-out plan for completing your research efficiently.

Step 7: Resources

Identify all the resources that will be required for your research, such as specific databases, laboratory equipment, software or funding. Provide details on how these resources will be accessed or acquired. 

If your research requires funding, explain how it will be utilized effectively to support various aspects of the project. 

Step 8: Ethical considerations

Address any ethical issues that may arise during your research. This is particularly important for research involving human subjects. Describe the measures you will take to ensure ethical standards are maintained, such as obtaining informed consent, ensuring participant privacy, and adhering to data protection regulations. 

Here, in this section you should reassure reviewers that you are committed to conducting your research responsibly and ethically.

Step 9: Expected outcomes and significance

Articulate the expected outcomes or results of your research. Explain the potential impact and significance of these outcomes, whether in advancing academic knowledge, influencing policy or addressing specific societal or practical issues. 

Step 10: References

Compile a comprehensive list of all the references cited in your proposal. Adhere to a consistent citation style (like APA or MLA) throughout your document. The reference section not only gives credit to the original authors of your sourced information but also strengthens the credibility of your proposal.

Step 11: Appendices

Include additional supporting materials that are pertinent to your research proposal. This can be survey questionnaires, interview guides, detailed data analysis plans or any supplementary information that supports the main text. 

Appendices provide further depth to your proposal, showcasing the thoroughness of your preparation.

Research proposal FAQs

1. how long should a research proposal be.

The length of a research proposal can vary depending on the requirements of the academic institution, funding body or specific guidelines provided. Generally, research proposals range from 500 to 1500 words or about one to a few pages long. It’s important to provide enough detail to clearly convey your research idea, objectives and methodology, while being concise. Always check

2. Why is the research plan pivotal to a research project?

The research plan is pivotal to a research project because it acts as a blueprint, guiding every phase of the study. It outlines the objectives, methodology, timeline and expected outcomes, providing a structured approach and ensuring that the research is systematically conducted. 

A well-crafted plan helps in identifying potential challenges, allocating resources efficiently and maintaining focus on the research goals. It is also essential for communicating the project’s feasibility and importance to stakeholders, such as funding bodies or academic supervisors.

Mastering how to write a research proposal is an essential skill for any scholar, whether in social and behavioral sciences, academic writing or any field requiring scholarly research. From this article, you have learned key components, from the literature review to the research design, helping you develop a persuasive and well-structured proposal.

Remember, a good research proposal not only highlights your proposed research and methodology but also demonstrates its relevance and potential impact.

For additional support, consider utilizing Venngage’s Proposal Maker and Research Proposals Templates , valuable tools in crafting a compelling proposal that stands out.

Whether it’s for grant funding, a research paper or a dissertation proposal, these resources can assist in transforming your research idea into a successful submission.

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• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on 30 October 2022 by Shona McCombes and Tegan George. Revised on 13 June 2023.

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

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

Introduction

Literature review.

• Research design

Reference list

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

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, frequently asked questions.

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

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

Research proposal length

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

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

Download our research proposal template

Prevent plagiarism, run a free check.

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

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

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

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

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

Your introduction should:

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

To guide your introduction , include information about:

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

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

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

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

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

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

For example, your results might have implications for:

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

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

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

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

Download our research schedule template

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

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

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

To determine your budget, think about:

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

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

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

I will compare …

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

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

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

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

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

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

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

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

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the ‘Cite this Scribbr article’ button to automatically add the citation to our free Reference Generator.

McCombes, S. & George, T. (2023, June 13). How to Write a Research Proposal | Examples & Templates. Scribbr. Retrieved 9 September 2024, from https://www.scribbr.co.uk/the-research-process/research-proposal-explained/

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How to Create an Expert Research Proposal (+Templates)

Written by: Idorenyin Uko

Beyond serving as a blueprint for the entire study, it lays the groundwork for a smooth and efficient research process.

Research proposals detail what you’ll cover in a larger research project. Whether you're a graduate student or a seasoned professor seeking to expand your current project, you’re going to need one to secure approvals from relevant committees and request funding for the project.

With a solid proposal in place, your research project can proceed with confidence, clarity and focus.

However, writing a research proposal is daunting and can overwhelm even the most seasoned researchers. In this comprehensive guide, we'll share expert research proposal templates to spotlight your project.

We'll also share tips and best practices to help you create a proposal that will impress reviewers and secure funding for your project.

Let’s get to it.

Table of Contents

What should a research proposal include, research proposal examples, how to create a research proposal with visme, best practices when writing a research proposal.

• A research proposal is a document that outlines the strategy and justification for a research project. It is usually submitted to gain approval and funding for conducting the research.
• This document provides a detailed description of the research question, the methodology, the expected outcomes and the potential contributions of the research.
• A research proposal aims to persuade the reader, usually a funding agency or a research committee, that the proposed research is worthwhile and deserves support.
• To create a research proposal in Visme, use premade templates, write the content, visualize important data, customize your research proposal, download it and share it with relevant stakeholders
• Here are tips and best practices for creating a research proposal: understand the requirements, get feedback from peers and mentors, revise and edit your proposal and incorporate relevant visual aids.
• Visme has a wide range of proposal template s, tools and features to help you create winning research proposals.

First of all, what is a research proposal? A research proposal is a structured document that outlines the plan and rationale for a research project. It is typically submitted to gain approval and funding for conducting the research.

The specific requirements might vary depending on the institution, field of study and purpose of the research.

However, a comprehensive research proposal generally includes the following components:

Made with Visme Infographic Maker

The title page is the first thing readers see when they open your research proposal. It should contain the following details:

• The proposed title of your research proposal
• The institution and department
• Contact details
• Your supervisor's or advisor’s name Date of submission

If an external organization is sponsoring your research, provide client or funder details.

When crafting the title of your research proposal, keep it concise yet informative. Also, make sure it accurately reflects the focus of your research project.

Abstract and Table of Contents

If your proposal is lengthy, consider adding an abstract and table of contents.

A table of contents provides readers (such as reviewers, advisors, or funding committee members) with an organized overview of the proposal's structure. They can easily navigate and find specific information without flipping through the entire document.

• List all the major sections and subsections of your proposal
• Use clear and concise headings that represent the content of each section
• Provide page numbers for each section so that readers can easily locate them
• Keep the table of contents updated if you change the document's structure or page numbers

Introduction

The introduction is a critical part of your research proposal. It sets the tone for the rest of the document and provides a framework for understanding the research. Make sure it piques your audience's interest and briefly explains what you want to achieve and why.

Here are some details you should include in your introduction:

• Background information on the topic
• Relevant literature, theories and existing research in the field
• The objectives of the study and motivations
• Problem statement or research questions
• The significance of the research
• Previous research or studies that have been conducted in the area
• A brief summary of the research methodology being used and how the data will be analyzed

When building your introduction, here are some ideas or questions to guide your thoughts:

• Why is the research necessary?
• How much work has already been done on the topic?
• How does it contribute to the existing body of knowledge?
• What is the gap in knowledge or the specific problem that your research aims to address?
• Who might be interested in this topic? (e.g., Industries and corporations, government agencies, non-governmental organizations (NGOs), think tanks and academia?)

Literature Review

The literature is where you demonstrate your understanding of the existing knowledge in the field. In addition, a well-written literature review achieves these things:

• Justifies the need for your research
• Summarize the key findings and arguments of relevant studies
• Identify gaps in current knowledge and explain how your research will address these gaps

To write a compelling literature review, conducting thorough research beyond a narrow focus on just a few studies is essential. Instead, aim to investigate a broad range of theories, methods and debates within your field.

Not only will this help you identify the similarities and differences between various approaches, but it will also enable you to critically evaluate their strengths and weaknesses. You'll also be able to demonstrate how your own research builds upon, challenges, or synthesizes prior studies.

This approach will enrich your understanding of the subject matter and lend credibility and depth to your review. To provide a comprehensive overview of the subject matter, tap into different information sources, such as:

• Scholarly articles
• Conference papers and proceedings
• Journal publications
• Government statistics and data
• Industry reports and whitepapers
• Surveys and peer group sessions
• Textbooks, monographs and edited volumes
• Online search engines
• News articles
• ​​Social media and online communities
• Professional associations and networks and much more.

Research Design and Methodology

The research methodology is the backbone of any research project. Whether you’re preparing a research proposal or research presentation , it not only shapes the entire research process but also determines the quality, reliability and credibility of the study's outcomes.

The section should outline the specific methods and practical steps you plan to use to conduct your research. Describe the overall approach, including the research design, methods, data collection and analysis techniques and procedures for data interpretation.

Specifically, this section should capture these details:

Research Approach

• Qualitative, quantitative, or mixed methods?
• Data sources—primary, secondary and tertiary sources, archival data, unpublished data
• Chosen research designs—experimental, non-experimental, descriptive, correlational, retrospective, prospective, cross-sectional, etc.?

Population and Sample

• Who or what will you study? (individuals, groups, objects, phenomena, or concepts)
• How will you select your subjects, items, or data points from a larger population? Sampling strategy examples include random, non-random, systematic, probability, non-probability, cluster sampling, etc.
• What will the size of the sample be?
• When, where and how will you collect your data?

Research Methods

• What data collection procedures and tools will you use (e.g., surveys, interviews, observations and experiments)?
• Why are you using this design and data collection method?

Data Analysis

• How you will analyze the collected data (e.g., statistical techniques, content analysis, thematic analysis)?
• What data analysis tools are you using?

Ethical Considerations

• How will you get informed consent from participants?
• What approach will you take to protect vulnerable populations, like minors, seniors, or those lacking autonomy?
• How will you respect participants' privacy and prevent unauthorized access to their information?
• What steps will you take to manage and disclose any potential conflicts of interest?

Practicalities

• What is the anticipated timeframe for data collection, analysis and reporting?
• How do you plan to secure access to the target population for your research?
• How will you facilitate effective communication channels among team members, collaborators and stakeholders involved in the research?
• How will you address logistical considerations such as travel, fieldwork arrangements and scheduling interviews or surveys?
• What strategies will you employ to overcome any challenges or barriers?

Contribution to Knowledge

This section should explain how your research addresses the identified gap and its potential contributions and impact on the field of study, policy or society.

To make a compelling case for your research, identify practical applications and policy implications of your study. Also, describe how your research will advance knowledge or understanding in the field.

For example, your research has the potential to make a significant impact in various ways, such as:

• Enhancing best practices in the field
• Informing policy decisions with evidence-based insights
• Contributing to the development or refinement of theoretical models
• Challenging prevailing beliefs or assumptions in the scientific community
• Laying the groundwork for future research initiatives

Reference List

List all the sources cited in your research proposal. Your references must be formatted according to the appropriate citation style (APA, MLA, or Chicago). In the reference list, make sure to include a mix of primary and secondary sources and recent and classic works.

Properly reference your sources to avoid plagiarism and credit the original authors. This will show your commitment to academic integrity and ensure that your research is built on a solid foundation of existing knowledge.

Research Schedule and Timeline

When writing your research proposal, provide a detailed timeline for completing each stage of the research process. Create a table with activities on one side and estimated completion dates on the other. Allow for flexibility in case unexpected issues arise during the research process.

Here’s an example of a research schedule:

When applying for research funding, a detailed budget is typically required. This document outlines your estimated costs and resources needed to complete each aspect of your project,

Before drafting your budget, verify the types of expenses that the funding body will cover. Then, for each item, include the following information:

• Cost: Specify the exact amount of funds requested.
• Justification: Explain why this cost is essential to the research's success.
• Source: Describe how you calculated the amount.

To determine your budget, consider the following categories:

• Travel costs: Will you need to travel to gather data? If so, factor in transportation, accommodation and subsistence expenses. Also, account for the time spent traveling and the specific activities you plan to conduct at each location (e.g., interviews, archival research).
• Materials: Are there any tools or technologies you need access to? Include costs for equipment, software, or other materials essential to your research.
• Assistance: Will you require research assistants for tasks such as data collection, analysis, or transcription? Specify the number of assistants needed, their roles and the compensation they will receive.

Remember to include contingencies and unexpected expenses that may arise during the research process.

Attach any additional materials that support your proposal, such as survey questionnaires, informed consent forms, or supplementary information.

The appendices should be well organized, labeled and easy to navigate. Make sure to only include supplementary materials or documents that:

• Provide additional information to support your proposal
• Enhance the understanding of your research proposal
• Serve as a valuable reference for future use

Wondering what great research proposals look like. Here are a few research proposal examples and templates to help you start on the right foot.

1. Research Proposal Presentation Template

Are you tired of boring research proposals that put your audience to sleep? Look no further! This research proposal sample is just what you need to create a presentation that stands out from the crowd. Not only does our template feature a stylish blend of blue and white color themes, but it also incorporates eye-catching red bars in each slide to grab your audience's attention.

The subtle background images add a touch of elegance. The circular images and icons drive visual interest, while the table helps you visualize the proposed research timeline easily.

But that's not all—the template is also fully customizable, so you can easily tailor it to fit your specific research project.

You can edit content, swap image(s), apply custom colors, use your own fonts and logo and more. Plus, it's easy to follow and navigate, ensuring your audience stays engaged and interested throughout your presentation.

And don't forget about the content! Our template includes sections to help you articulate your research background, questions, objectives, literature review, methods and plan in a concise manner.

2. Research Grant Proposal Template

Unlock the door to funding success with our cutting-edge research proposal template. This template features a bold and modern design with vibrant colors, compelling images, and dynamic graphics.

With a professional layout and engaging visual elements, this template is the perfect tool to help you showcase your ideas and make a lasting impression on funding agencies.

Feel free to change colors or fonts and stand out from the crowd. Take advantage of customizable charts and widgets to help you visualize key data. Download this template and increase your chances of securing the grants you need to drive your research forward.

RELATED: 9 Winning Grant Proposal Templates & How to Write One

3. Health Care Research Proposal Template

Get ready to take your research to the next level with the help of our innovative one-page proposal template.

This template distills your ideas into a concise summary. But despite its brevity, this template captures the essence of a research project, conveying the key elements in a concise and compelling way.

Another key feature of this template is its clean and elegant layout. The structure is organized into clear and logical sections, each building on the previous one to create a coherent narrative.

​​These visuals are well-designed and easy to interpret. But you can spice it up further with Visme's interactive elements . You have the option of adding hover effects or pop-ups to reveal additional information. Or just add hotspots that link to the full research proposal, website or landing page

Whether you're a seasoned researcher or just starting out, this template will inspire your proposals and help you secure funding for your next research project.

4. Sales Research Proposal Template

Confidently present your request for research funding focused on sales-based topics or survey proposals by using this research proposal template.

Its minimalist layout with monochromatic tones allows you to eloquently lay out background information, objectives, methodology, budget, as well as the expected impact, key performance indicators (KPIs), and your research expectations.

You can also change the color palette of the template to a much brighter tone or to match your brand colors with ease. Visme provides a wide range of color palette options you can instantly change your template to or allow you to customize manually.

In addition to customizing it to your brand, you can also add dynamic fields. Dynamic fields enable you to instantly update information, data, dates, and more across multiple projects with just one click. You can use dynamic fields for your company details, results, or modify the proposal's recipient should you plan on sending multiple proposals to prospective funders or clients.

5. General Funding Research Proposal Template

Maybe you're looking for a template that comes with a striking design, one that is sure to create a great first impression with your potential sponsors. This general funding research proposal aligns with all these requirements.

This contemporary design features a soft pink color scheme with black accents and fonts, complemented by warm and brown-toned images. It also incorporates ample empty space, ensuring a clutter-free and straightforward layout to enhance readability while directing the reader's attention to key aspects of the provided text.

This template is not only customizable but can also be effortlessly adapted for any topic, regardless of the type of research request you have in mind. Edit, add, or remove pages as needed until you have completed your research proposal to complete satisfaction.

6. Product Research Proposal Template

As a product manager or expert, you want to ensure that your product research is positioned in a way that stands out against the competition. Here's a product research proposal template that not only neatly packages your request but also leverages the power of storytelling and dynamic graphics and designs to persuade readers to support your proposal.

This template is designed with black tones and fun accents of yellow and white. Each element is balanced to provide a futuristic yet vibrant look and feel.

The pages feature tech-forward and focused layouts, enabling you to present key objectives, use structured flowcharts or diagrams to illustrate your methodology, and include a timeline tree that outlines the entire execution process from start to finish.

7. Tech Research Proposal Template

Most people are visual learners and are more likely to remember your proposals and their content through the visuals you use. If you’re looking for a proposal that smartly uses visuals to make your content more memorable, then this tech research proposal template takes a brilliant approach to balancing text and the heavy use of imagery.

The theme features strong tones of purple, complemented by white and yellow accents. Each page is presented with beautiful visuals that match the content presented. It is also accompanied by simple icons, charts, and graphs that align with the overall theme.

You can easily replace the current images by uploading your own. Maybe the images you have look great but need a bit of editing. Use Visme's AI Touch-Up Tools to quickly unblur, sharpen, remove backgrounds, or erase and replace items until your image is perfect and ready to be used in your template.

8. Marketing Research Proposal Template

For marketers who need a tech-focused design approach to impress potential clients and attract sponsors for funding, this template is tailor-made for you. It was designed with marketers in mind, offering sections for the scope of work, budget overview, research timeline. It includes placeholders for you to add your website, company logo, or brand colors.

Visme allows you to elevate your presentation game, whether you're presenting your research proposal in person or virtually. With Visme, you can:

• Publish your proposals as a live webpage that reflects real-time updates.
• Use Visme's presenter studio to record your proposal presentation and send it to prospective clients or sponsors as an MP4.
• Download it as a PDF for online or print, giving your readers the flexibility to review it as they prefer.
• And so much more.

9. Environmental Research Proposal Template

This environmental research proposal template is an excellent choice for nonprofits and environmentalists who want to create effective proposals without resorting to overused, boring, or rigid designs.

The template features a white background with green tones and imagery. Its composition is separate, spacious, and filled with clean empty spaces, making it easy to read. It also conveys a calm and peaceful tone that complements any environmental or non-profit topic you intend to use it for.

If you're working on this environmental research proposal with a team, utilize Visme's Workflow feature . This feature helps you eliminate endless email chains and Slack messages, allowing you to manage roles, tasks, progress, and deadlines all in one place. You can set deadlines, add and reply to comments, and even work on your proposal simultaneously without conflicts.

10. General Approval Research Proposal Template

If you are a professional in the medical field seeking to craft a research proposal for approval, this template offers a compelling design layout tailored to the aesthetics of your industry. It has been meticulously designed with a minimalist approach, enabling you to present your request in a polished layout while incorporating vivid and stunning imagery.

Not to mention, for any section of your research proposal where you need to showcase previous data or results, you can seamlessly import your data from sources such as Google Sheets, Excel, or other tools directly into your charts and graphs.

Watch the video below to see how the feature works.

Once your data sources are linked, your charts and graphs will automatically update to reflect any changes made in the external data sources, ensuring that your information remains organized and up-to-date. This functionality enhances the professional presentation of your research proposal while streamlining data management.

A research proposal doesn’t have to be a long, boring document.

With the wide variety of features and templates available in Visme, you can whip up a visually appealing and professional-looking research proposal.

Here’s how to write a research proposal using Visme.

Step 1: Register or Log in to your Visme Account

Sign up for a new Visme account or log into your account (if you’re an existing user). Fill in your login details in the form and you’ll be redirected to the dashboard.

Either way, you'll be able to start exploring all the amazing features and tools that Visme has to offer!

Step 2: Use Premade Templates or Start from Scratch

The next step is to create your proposal. You have the option of starting from scratch or using premade templates.

But why start from scratch when you can build on research proposal examples?

Take advantage of Visme's customizable research proposal templates to streamline your workflow and easily create a professional-looking proposal.

By using a pre-designed research project proposal template, you'll save time and effort while ensuring that your proposal adheres to the standard guidelines and best practices of the research community.

With a wide range of templates available in Visme’s library, you're sure to find a research proposal sample that fits your needs

In the Visme dashboard, click Create New>Project and scroll to the category–Proposal . Browse through the collection of templates until you find one that best fits your industry or company.

Step 3: Write the Content

Once you’ve selected your template, the next move is to write the content.

We’ve already broken down the key elements in a professional research proposal. But stick to the sections recommended by the funding agency or academic institution.

All you need to do is swap out the template’s placeholder content with yours. Visme’s intuitive editor makes it easy for you to add, edit or remove content or move design elements around the canvas.

You can modify your text, including adding, removing and adjusting the font size, style and color. The editor also includes options for changing text alignment and arrangement and animating your text.

When it comes to writing content, the Visme AI writer ensures you never run out of ideas. Simply input your prompt and the tool will generate a high-quality copy for you in minutes. You can even prompt the tool to improve your grammar or help flesh out your ideas.

Step 4: Visualize Data

Data visualization is a powerful tool for your research proposal. With Visme’s data visualization software , you can communicate complex ideas and provide context. To access data visualization features in Visme, click “Data” on the left tab. You’ll find options for

• Charts and Graphs
• Data Widgets

In the methodology section, use diagrams , flowcharts , or infographics to illustrate complex concepts and methods.

Incorporate charts , graphs , or tables to display data and visualize your findings or expected outcomes.

Create a section for the timeline and milestones. Use a Gantt chart or calendar to show the start and end dates for each task and milestone. Include key events such as data collection, data analysis and report submission.

Step 5: Customize Your Research Proposal

Enhance the visual appeal of your proposal with the customization features in Visme.

Keep your proposal's branding consistent with Visme’s Brand Design Tool .

Just input your website URL and the wizard will pull up your logo, colors, fonts and other design elements. With your brand assets saved in your brand kit , you can apply your branding to your proposal in one click.

Incorporate high-quality images and graphics to make your proposal captivating. You can reach into Visme’s library of stock photos, icons, graphics and more. Or better yet, generate unique and high-quality ​​photos, paintings, pencil drawings, 3D graphics, icons and abstract art using Visme’s AI image generator .

Engage readers and keep them interested in the proposal with Visme’s interactive elements, including pop ups, hover effects, clickable menus, hotspots and the flipbook effect. You can even embed videos and incorporate animated icons, illustrations and special effects.

To customize this proposal for multiple agencies without breaking a sweat, use dynamic fields to change key details. Set it up so it's easy for you to change information in seconds.

Step 6: Download and Share Your Proposal

Once you’re sold on your design, you can share it with your stakeholders by generating an online link. This option enables you to retain all the interactive elements in your design.

Also, you can download it as a high-resolution JPEG, PNG, PDF or HTML5 file and share it offline.

With Visme’s analytics tool , you can track how many people have viewed, engaged, or taken other actions.

Writing a successful research proposal requires careful planning, attention to detail and a clear and compelling argument for the importance of your research. Here are some best practices to help you write a strong research proposal:

1. Understand the Requirements

Before you start work on your research proposal, review and understand the specific requirements and guidelines set forth by your university or funding agency.

Although we’ve covered the essentials here, every institution has its own set of expectations.

Pay close attention to the requested format, structure and content expectations. Find out about the citation style, page length, word count limit, font size and type, etc.

Find out about their review process. What do they look for? How will they judge your work?

Understanding these details will help you write a better proposal. You can tailor your proposal to meet the needs of the reviewers and maximize your chances of getting funding or support for your research.

2. Get Feedback from Peers and Mentors

Before you send out your reports, share them with colleagues, advisors, or peers. Ask them to review your proposal and provide feedback. Use their suggestions to improve your proposal and make it more competitive.

The best part is that Visme’s collaboration tool makes this process seamless. You can add multiple people to your workspace and set permissions. Depending on their access level, your team members can edit your proposal, leave feedback, reply to comments, draw annotations and much more.

3. Revise and Edit Your Proposal

Academic writing often requires multiple drafts and research proposals are no exception. To ensure that your proposal is clear, coherent and persuasive, revise it multiple times. And if necessary, rewrite sections to make them even better.

Don't be afraid to make significant changes to the proposal. For example, this may entail reorganizing sections, revising the methodology, or even adjusting the research question entirely.

Thoroughly edit your proposal to correct grammar, spelling, punctuation and syntax errors. Also, ensure that your proposal maintains consistent formatting, styling and terminology. This can significantly enhance the quality and effectiveness of your proposal.

4. Incorporate Visual Aids

When writing a proposal , incorporate visual aids like tables, graphs and figures. They enhance the clarity and impact of your proposal. Visual aids simplify complex data and ideas, making it easier for reviewers to understand key findings, trends and patterns.

However, you want to use them sparingly for data storytelling as well. The rule of thumb is to use relevant types of visual aids. Also, visualize the most critical data and concepts that require illustration.

For instance, tables are useful for comparing data, while graphs and charts are ideal for showing trends and patterns. Diagrams and flowcharts can help explain complex processes or systems. Images and photographs are perfect for illustrating specific phenomena or contexts.

Remember, visual aids should supplement and reinforce your argument, not replace it. Embed them seamlessly into the text, providing context and explanation where necessary. This helps the reviewer connect the dots between your arguments and the supporting evidence.

RELATED: 5 Data Storytelling Tips for Creating More Persuasive Charts and Graphs

Easily Create Professional Documents & Proposals with Visme

Whether you're just starting your thesis, seeking research grants, or a professional aiming to make a difference in your field, knowing how to write a compelling research proposal is crucial.

A great research proposal provides a clear sense of purpose and direction. It also increases your chances of obtaining grants, scholarships, or sponsorship.

Ready to create a compelling and effective research proposal? Visme has a wide variety of tools, features and resources to help you create one quickly.

Leverage Visme's proposal templates, intuitive editor and interactive features to make your proposal shine.

Sign up for your own Visme account and start designing your next compelling research proposal!

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Methodology

• What Is a Research Design | Types, Guide & Examples

What Is a Research Design | Types, Guide & Examples

Published on June 7, 2021 by Shona McCombes . Revised on September 5, 2024 by Pritha Bhandari.

A research design is a strategy for answering your   research question  using empirical data. Creating a research design means making decisions about:

• Your overall research objectives and approach
• Whether you’ll rely on primary research or secondary research
• Your sampling methods or criteria for selecting subjects
• Your data collection methods
• The procedures you’ll follow to collect data
• Your data analysis methods

A well-planned research design helps ensure that your methods match your research objectives and that you use the right kind of analysis for your data.

You might have to write up a research design as a standalone assignment, or it might be part of a larger   research proposal or other project. In either case, you should carefully consider which methods are most appropriate and feasible for answering your question.

Table of contents

Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, other interesting articles, frequently asked questions about research design.

• Introduction

Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.

There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities—start by thinking carefully about what you want to achieve.

The first choice you need to make is whether you’ll take a qualitative or quantitative approach.

Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.

Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.

It’s also possible to use a mixed-methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.

Practical and ethical considerations when designing research

As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .

• How much time do you have to collect data and write up the research?
• Will you be able to gain access to the data you need (e.g., by travelling to a specific location or contacting specific people)?
• Do you have the necessary research skills (e.g., statistical analysis or interview techniques)?
• Will you need ethical approval ?

At each stage of the research design process, make sure that your choices are practically feasible.

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Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.

Types of quantitative research designs

Quantitative designs can be split into four main types.

• Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships
• Descriptive and correlational designs allow you to measure variables and describe relationships between them.

With descriptive and correlational designs, you can get a clear picture of characteristics, trends and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).

Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.

Types of qualitative research designs

Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.

The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analyzing the data.

Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.

In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.

Defining the population

A population can be made up of anything you want to study—plants, animals, organizations, texts, countries, etc. In the social sciences, it most often refers to a group of people.

For example, will you focus on people from a specific demographic, region or background? Are you interested in people with a certain job or medical condition, or users of a particular product?

The more precisely you define your population, the easier it will be to gather a representative sample.

• Sampling methods

Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.

To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalize your results to the population as a whole.

Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.

For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.

Case selection in qualitative research

In some types of qualitative designs, sampling may not be relevant.

For example, in an ethnography or a case study , your aim is to deeply understand a specific context, not to generalize to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.

In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question .

For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.

Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.

You can choose just one data collection method, or use several methods in the same study.

Survey methods

Surveys allow you to collect data about opinions, behaviors, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews .

Observation methods

Observational studies allow you to collect data unobtrusively, observing characteristics, behaviors or social interactions without relying on self-reporting.

Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.

Other methods of data collection

There are many other ways you might collect data depending on your field and topic.

If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what kinds of data collection methods they used.

Secondary data

If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected—for example, datasets from government surveys or previous studies on your topic.

With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.

Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.

However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.

As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.

Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are high in reliability and validity.

Operationalization

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalization means turning these fuzzy ideas into measurable indicators.

If you’re using observations , which events or actions will you count?

If you’re using surveys , which questions will you ask and what range of responses will be offered?

You may also choose to use or adapt existing materials designed to measure the concept you’re interested in—for example, questionnaires or inventories whose reliability and validity has already been established.

Reliability and validity

Reliability means your results can be consistently reproduced, while validity means that you’re actually measuring the concept you’re interested in.

For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.

If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.

Sampling procedures

As well as choosing an appropriate sampling method , you need a concrete plan for how you’ll actually contact and recruit your selected sample.

That means making decisions about things like:

• How many participants do you need for an adequate sample size?
• What inclusion and exclusion criteria will you use to identify eligible participants?
• How will you contact your sample—by mail, online, by phone, or in person?

If you’re using a probability sampling method , it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?

If you’re using a non-probability method , how will you avoid research bias and ensure a representative sample?

Data management

It’s also important to create a data management plan for organizing and storing your data.

Will you need to transcribe interviews or perform data entry for observations? You should anonymize and safeguard any sensitive data, and make sure it’s backed up regularly.

Keeping your data well-organized will save time when it comes to analyzing it. It can also help other researchers validate and add to your findings (high replicability ).

On its own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyze the data.

Quantitative data analysis

In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarize your sample data, make estimates, and test hypotheses.

Using descriptive statistics , you can summarize your sample data in terms of:

• The distribution of the data (e.g., the frequency of each score on a test)
• The central tendency of the data (e.g., the mean to describe the average score)
• The variability of the data (e.g., the standard deviation to describe how spread out the scores are)

The specific calculations you can do depend on the level of measurement of your variables.

Using inferential statistics , you can:

• Make estimates about the population based on your sample data.
• Test hypotheses about a relationship between variables.

Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.

Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.

Qualitative data analysis

In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.

Two of the most common approaches to doing this are thematic analysis and discourse analysis .

There are many other ways of analyzing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.

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.

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

 Statistics

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

Research bias

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

A research design is a strategy for answering your   research question . It defines your overall approach and determines how you will collect and analyze data.

A well-planned research design helps ensure that your methods match your research aims, that you collect high-quality data, and that you use the right kind of analysis to answer your questions, utilizing credible sources . This allows you to draw valid , trustworthy conclusions.

Quantitative research designs can be divided into two main categories:

• Correlational and descriptive designs are used to investigate characteristics, averages, trends, and associations between variables.
• Experimental and quasi-experimental designs are used to test causal relationships .

Qualitative research designs tend to be more flexible. Common types of qualitative design include case study , ethnography , and grounded theory designs.

The priorities of a research design can vary depending on the field, but you usually have to specify:

• Your research questions and/or hypotheses
• Your overall approach (e.g., qualitative or quantitative )
• The type of design you’re using (e.g., a survey , experiment , or case study )
• Your data collection methods (e.g., questionnaires , observations)
• Your data collection procedures (e.g., operationalization , timing and data management)
• Your data analysis methods (e.g., statistical tests  or thematic analysis )

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

Operationalization means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioral avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalize the variables that you want to measure.

A research project is an academic, scientific, or professional undertaking to answer a research question . Research projects can take many forms, such as qualitative or quantitative , descriptive , longitudinal , experimental , or correlational . What kind of research approach you choose will depend on your topic.

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How to prepare a Research Proposal

Health research, medical education and clinical practice form the three pillars of modern day medical practice. As one authority rightly put it: ‘Health research is not a luxury, but an essential need that no nation can afford to ignore’. Health research can and should be pursued by a broad range of people. Even if they do not conduct research themselves, they need to grasp the principles of the scientific method to understand the value and limitations of science and to be able to assess and evaluate results of research before applying them. This review paper aims to highlight the essential concepts to the students and beginning researchers and sensitize and motivate the readers to access the vast literature available on research methodologies.

Most students and beginning researchers do not fully understand what a research proposal means, nor do they understand its importance. 1 A research proposal is a detailed description of a proposed study designed to investigate a given problem. 2

A research proposal is intended to convince others that you have a worthwhile research project and that you have the competence and the work-plan to complete it. Broadly the research proposal must address the following questions regardless of your research area and the methodology you choose: What you plan to accomplish, why do you want to do it and how are you going to do it. 1 The aim of this article is to highlight the essential concepts and not to provide extensive details about this topic.

The elements of a research proposal are highlighted below:

1. Title: It should be concise and descriptive. It must be informative and catchy. An effective title not only prick’s the readers interest, but also predisposes him/her favorably towards the proposal. Often titles are stated in terms of a functional relationship, because such titles clearly indicate the independent and dependent variables. 1 The title may need to be revised after completion of writing of the protocol to reflect more closely the sense of the study. 3

2. Abstract: It is a brief summary of approximately 300 words. It should include the main research question, the rationale for the study, the hypothesis (if any) and the method. Descriptions of the method may include the design, procedures, the sample and any instruments that will be used. 1 It should stand on its own, and not refer the reader to points in the project description. 3

3. Introduction: The introduction provides the readers with the background information. Its purpose is to establish a framework for the research, so that readers can understand how it relates to other research. 4 It should answer the question of why the research needs to be done and what will be its relevance. It puts the proposal in context. 3

The introduction typically begins with a statement of the research problem in precise and clear terms. 1

The importance of the statement of the research problem 5 : The statement of the problem is the essential basis for the construction of a research proposal (research objectives, hypotheses, methodology, work plan and budget etc). It is an integral part of selecting a research topic. It will guide and put into sharper focus the research design being considered for solving the problem. It allows the investigator to describe the problem systematically, to reflect on its importance, its priority in the country and region and to point out why the proposed research on the problem should be undertaken. It also facilitates peer review of the research proposal by the funding agencies.

Then it is necessary to provide the context and set the stage for the research question in such a way as to show its necessity and importance. 1 This step is necessary for the investigators to familiarize themselves with existing knowledge about the research problem and to find out whether or not others have investigated the same or similar problems. This step is accomplished by a thorough and critical review of the literature and by personal communication with experts. 5 It helps further understanding of the problem proposed for research and may lead to refining the statement of the problem, to identify the study variables and conceptualize their relationships, and in formulation and selection of a research hypothesis. 5 It ensures that you are not "re-inventing the wheel" and demonstrates your understanding of the research problem. It gives due credit to those who have laid the groundwork for your proposed research. 1 In a proposal, the literature review is generally brief and to the point. The literature selected should be pertinent and relevant. 6

Against this background, you then present the rationale of the proposed study and clearly indicate why it is worth doing.

4. Objectives: Research objectives are the goals to be achieved by conducting the research. 5 They may be stated as ‘general’ and ‘specific’.

The general objective of the research is what is to be accomplished by the research project, for example, to determine whether or not a new vaccine should be incorporated in a public health program.

The specific objectives relate to the specific research questions the investigator wants to answer through the proposed study and may be presented as primary and secondary objectives, for example, primary: To determine the degree of protection that is attributable to the new vaccine in a study population by comparing the vaccinated and unvaccinated groups. 5 Secondary: To study the cost-effectiveness of this programme.

Young investigators are advised to resist the temptation to put too many objectives or over-ambitious objectives that cannot be adequately achieved by the implementation of the protocol. 3

5. Variables: During the planning stage, it is necessary to identify the key variables of the study and their method of measurement and unit of measurement must be clearly indicated. Four types of variables are important in research 5 :

a. Independent variables: variables that are manipulated or treated in a study in order to see what effect differences in them will have on those variables proposed as being dependent on them. The different synonyms for the term ‘independent variable’ which are used in literature are: cause, input, predisposing factor, risk factor, determinant, antecedent, characteristic and attribute.

b. Dependent variables: variables in which changes are results of the level or amount of the independent variable or variables.

Synonyms: effect, outcome, consequence, result, condition, disease.

c. Confounding or intervening variables: variables that should be studied because they may influence or ‘mix’ the effect of the independent variables. For instance, in a study of the effect of measles (independent variable) on child mortality (dependent variable), the nutritional status of the child may play an intervening (confounding) role.

d. Background variables: variables that are so often of relevance in investigations of groups or populations that they should be considered for possible inclusion in the study. For example sex, age, ethnic origin, education, marital status, social status etc.

The objective of research is usually to determine the effect of changes in one or more independent variables on one or more dependent variables. For example, a study may ask "Will alcohol intake (independent variable) have an effect on development of gastric ulcer (dependent variable)?"

Certain variables may not be easy to identify. The characteristics that define these variables must be clearly identified for the purpose of the study.

6. Questions and/ or hypotheses: If you as a researcher know enough to make prediction concerning what you are studying, then the hypothesis may be formulated. A hypothesis can be defined as a tentative prediction or explanation of the relationship between two or more variables. In other words, the hypothesis translates the problem statement into a precise, unambiguous prediction of expected outcomes. Hypotheses are not meant to be haphazard guesses, but should reflect the depth of knowledge, imagination and experience of the investigator. 5 In the process of formulating the hypotheses, all variables relevant to the study must be identified. For example: "Health education involving active participation by mothers will produce more positive changes in child feeding than health education based on lectures". Here the independent variable is types of health education and the dependent variable is changes in child feeding.

A research question poses a relationship between two or more variables but phrases the relationship as a question; a hypothesis represents a declarative statement of the relations between two or more variables. 7

For exploratory or phenomenological research, you may not have any hypothesis (please do not confuse the hypothesis with the statistical null hypothesis). 1 Questions are relevant to normative or census type research (How many of them are there? Is there a relationship between them?). Deciding whether to use questions or hypotheses depends on factors such as the purpose of the study, the nature of the design and methodology, and the audience of the research (at times even the outlook and preference of the committee members, particularly the Chair). 6

7. Methodology: The method section is very important because it tells your research Committee how you plan to tackle your research problem. The guiding principle for writing the Methods section is that it should contain sufficient information for the reader to determine whether the methodology is sound. Some even argue that a good proposal should contain sufficient details for another qualified researcher to implement the study. 1 Indicate the methodological steps you will take to answer every question or to test every hypothesis illustrated in the Questions/hypotheses section. 6 It is vital that you consult a biostatistician during the planning stage of your study, 8 to resolve the methodological issues before submitting the proposal.

This section should include:

Research design: The selection of the research strategy is the core of research design and is probably the single most important decision the investigator has to make. The choice of the strategy, whether descriptive, analytical, experimental, operational or a combination of these depend on a number of considerations, 5 but this choice must be explained in relation to the study objectives. 3

Research subjects or participants: Depending on the type of your study, the following questions should be answered 3 , 5

• - What are the criteria for inclusion or selection?
• - What are the criteria for exclusion?
• - What is the sampling procedure you will use so as to ensure representativeness and reliability of the sample and to minimize sampling errors? The key reason for being concerned with sampling is the issue of validity-both internal and external of the study results. 9
• - Will there be use of controls in your study? Controls or comparison groups are used in scientific research in order to increase the validity of the conclusions. Control groups are necessary in all analytical epidemiological studies, in experimental studies of drug trials, in research on effects of intervention programmes and disease control measures and in many other investigations. Some descriptive studies (studies of existing data, surveys) may not require control groups.
• - What are the criteria for discontinuation?

Sample size: The proposal should provide information and justification (basis on which the sample size is calculated) about sample size in the methodology section. 3 A larger sample size than needed to test the research hypothesis increases the cost and duration of the study and will be unethical if it exposes human subjects to any potential unnecessary risk without additional benefit. A smaller sample size than needed can also be unethical as it exposes human subjects to risk with no benefit to scientific knowledge. Calculation of sample size has been made easy by computer software programmes, but the principles underlying the estimation should be well understood.

Interventions: If an intervention is introduced, a description must be given of the drugs or devices (proprietary names, manufacturer, chemical composition, dose, frequency of administration) if they are already commercially available. If they are in phases of experimentation or are already commercially available but used for other indications, information must be provided on available pre-clinical investigations in animals and/or results of studies already conducted in humans (in such cases, approval of the drug regulatory agency in the country is needed before the study). 3

Ethical issues 3 : Ethical considerations apply to all types of health research. Before the proposal is submitted to the Ethics Committee for approval, two important documents mentioned below (where appropriate) must be appended to the proposal. In additions, there is another vital issue of Conflict of Interest, wherein the researchers should furnish a statement regarding the same.

The Informed consent form (informed decision-making): A consent form, where appropriate, must be developed and attached to the proposal. It should be written in the prospective subjects’ mother tongue and in simple language which can be easily understood by the subject. The use of medical terminology should be avoided as far as possible. Special care is needed when subjects are illiterate. It should explain why the study is being done and why the subject has been asked to participate. It should describe, in sequence, what will happen in the course of the study, giving enough detail for the subject to gain a clear idea of what to expect. It should clarify whether or not the study procedures offer any benefits to the subject or to others, and explain the nature, likelihood and treatment of anticipated discomfort or adverse effects, including psychological and social risks, if any. Where relevant, a comparison with risks posed by standard drugs or treatment must be included. If the risks are unknown or a comparative risk cannot be given it should be so stated. It should indicate that the subject has the right to withdraw from the study at any time without, in any way, affecting his/her further medical care. It should assure the participant of confidentiality of the findings.

Ethics checklist: The proposal must describe the measures that will be undertaken to ensure that the proposed research is carried out in accordance with the World Medical Association Declaration of Helsinki on Ethical Principles for Medical research involving Human Subjects. 10 It must answer the following questions:

• • Is the research design adequate to provide answers to the research question? It is unethical to expose subjects to research that will have no value.
• • Is the method of selection of research subjects justified? The use of vulnerable subjects as research participants needs special justification. Vulnerable subjects include those in prison, minors and persons with mental disability. In international research it is important to mention that the population in which the study is conducted will benefit from any potential outcome of the research and the research is not being conducted solely for the benefit of some other population. Justification is needed for any inducement, financial or otherwise, for the participants to be enrolled in the study.
• • Are the interventions justified, in terms of risk/benefit ratio? Risks are not limited to physical harm. Psychological and social risks must also be considered.
• • For observations made, have measures been taken to ensure confidentiality?

Research setting 5 : The research setting includes all the pertinent facets of the study, such as the population to be studied (sampling frame), the place and time of study.

Study instruments 3 , 5 : Instruments are the tools by which the data are collected. For validated questionnaires/interview schedules, reference to published work should be given and the instrument appended to the proposal. For new a questionnaire which is being designed specifically for your study the details about preparing, precoding and pretesting of questionnaire should be furnished and the document appended to the proposal. Descriptions of other methods of observations like medical examination, laboratory tests and screening procedures is necessary- for established procedures, reference of published work cited but for new or modified procedure, an adequate description is necessary with justification for the same.

Collection of data: A short description of the protocol of data collection. For example, in a study on blood pressure measurement: time of participant arrival, rest for 5p. 10 minutes, which apparatus (standard calibrated) to be used, in which room to take measurement, measurement in sitting or lying down position, how many measurements, measurement in which arm first (whether this is going to be randomized), details of cuff and its placement, who will take the measurement. This minimizes the possibility of confusion, delays and errors.

Data analysis: The description should include the design of the analysis form, plans for processing and coding the data and the choice of the statistical method to be applied to each data. What will be the procedures for accounting for missing, unused or spurious data?

Monitoring, supervision and quality control: Detailed statement about the all logistical issues to satisfy the requirements of Good Clinical Practices (GCP), protocol procedures, responsibilities of each member of the research team, training of study investigators, steps taken to assure quality control (laboratory procedures, equipment calibration etc)

Gantt chart: A Gantt chart is an overview of tasks/proposed activities and a time frame for the same. You put weeks, days or months at one side, and the tasks at the other. You draw fat lines to indicate the period the task will be performed to give a timeline for your research study (take help of tutorial on youtube). 11

Significance of the study: Indicate how your research will refine, revise or extend existing knowledge in the area under investigation. How will it benefit the concerned stakeholders? What could be the larger implications of your research study?

Dissemination of the study results: How do you propose to share the findings of your study with professional peers, practitioners, participants and the funding agency?

Budget: A proposal budget with item wise/activity wise breakdown and justification for the same. Indicate how will the study be financed.

References: The proposal should end with relevant references on the subject. For web based search include the date of access for the cited website, for example: add the sentence "accessed on June 10, 2008".

Appendixes: Include the appropriate appendixes in the proposal. For example: Interview protocols, sample of informed consent forms, cover letters sent to appropriate stakeholders, official letters for permission to conduct research. Regarding original scales or questionnaires, if the instrument is copyrighted then permission in writing to reproduce the instrument from the copyright holder or proof of purchase of the instrument must be submitted.

Designing a Research Proposal in Qualitative Research

• First Online: 27 October 2022

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• Md. Ismail Hossain 4 ,
• Nafiul Mehedi 4 &
• Iftakhar Ahmad 4  

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The chapter discusses designing a research proposal in qualitative research. The main objective is to outline the major components of a qualitative research proposal with example(s) so that the students and novice scholars easily get an understanding of a qualitative proposal. The chapter highlights the major components of a qualitative research proposal and discusses the steps involved in designing a proposal. In each step, an example is given with some essential tips. Following these steps and tips, a novice researcher can easily prepare a qualitative research proposal. Readers, especially undergraduate and master’s students, might use this as a guideline while preparing a thesis proposal. After reading this chapter, they can easily prepare a qualitative proposal.

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Hossain, M.I., Mehedi, N., Ahmad, I. (2022). Designing a Research Proposal in Qualitative Research. In: Islam, M.R., Khan, N.A., Baikady, R. (eds) Principles of Social Research Methodology. Springer, Singapore. https://doi.org/10.1007/978-981-19-5441-2_18

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Design Proposals

What are design proposals.

User experience (UX) design proposals are documents that outline a potential design project for prospective clients. They serve as a comprehensive plan and typically include a project’s approach, process, deliverables, timeline and commercial terms. They are platforms for designers to demonstrate their expertise, vision and proposed solutions to clients’ problems.

Much like any other design deliverable, the design proposal also begins with a careful understanding of the user—in this case, the potential client. Designers must understand what the client expects from a proposal and create one that matches their expectations.

Author, speaker and executive leadership coach Todd Zaki Warfel explains how to approach clients with design work.

Why Are Design Proposals Indispensable?

Design proposals are the lifeblood of any UX design project. These proposals  help provide a roadmap for the entire design process. They act as a reference for everyone involved and set clear expectations for the design solution.

A well-constructed UX design proposal can help designers:

Gain clarity and understanding about the project’s purpose and what they need to achieve.

Establish legal and contractual clarity, protecting the interests of both parties involved via clear terms and conditions, deliverables, timelines and budgets.

Accurately estimate costs, letting clients understand the financial aspect of the project.

Showcase creative vision and approaches to brand-relevant fineries. These include an appreciation for real-world user behaviors and compelling visual elements.

Streamline project management via well-defined project timelines and milestones.

Establish credibility and start to build solid and lasting trust with their client.

When Do Designers Create Proposals?

Designers create design proposals both when they are seeking new clients prospectively and when they are working on existing project discussions. In both scenarios, the key is for the designer to communicate clearly , present a compelling case for their design vision , and show an understanding of the client's needs and goals . A well-crafted design proposal can go a long way to winning business and ensuring project success for both clients and designers.

Since understanding the client means understanding users of the client’s brand too, designers should declare the full range of their skill sets in their proposals—and much more. A vital ingredient is to show how they’ll go about understanding users in a new contract. This includes leveraging UX research methods and approaches, such as quantitative research and qualitative research. For example, for prospective contracts, a designer might show how they made the best of card sorting, focus groups, user interviews and user journeys for previous clients in their UX portfolio. A vital point, of course, is to safely do so—that is, without violating non-disclosure agreements (NDAs).

The key point is for a designer to be ready to prove that they can well exceed a client’s expectations with solid experience and a keen, fresh eye for innovative solutions in the marketplace. This is essential in a fickle market, where mobile device users are used to discarding apps after just one use and many clients can’t afford to place their trust unless a convincing, compelling proposal helps them start to believe in the solution provider they have been hoping for. Designers have only seconds—and just one chance—to make a first impression and leap out from a thick pile of proposals. Consequently, they need to ensure they come across as the best UX brand to handle the problem at hand.

Here, Principal and owner of Lebsontech LLC, Cory Lebson explains what goes into branding as a UX professional:

• Transcript loading…

What Does a Design Proposal Look Like?

Proposals are essential for all kinds of designers. They could be product designers like app or web designers, service designers or other professionals in UX or user interface (UI) design. Proposals can vary in form, with different nomenclature for the introductory part (termed “executive summary”). However, these key parts provide essential information about the project's scope, objectives, requirements and more:

1. Title Page

The title page includes the project's title, the designer's name or company name, the date of submission and possibly a logo or visual representation of the design proposal.

2. Introduction

The introduction provides an overview of the design project, introduces the client's needs and sets the stage for the proposal. This can act as a cover letter.

3. Table of Contents

This is to facilitate fast finding. The proposal is a design and should offer maximum convenience.

4. Client's Needs and Objectives

This section outlines the client’s specific requirements, goals and objectives. It contains a problem statement and helps show an understanding of the client's needs and how the proposed design will fulfill them.

5. Scope of Work

The scope of work defines the specific tasks, deliverables and services that the designer will provide. It outlines what the design project will include and—particularly importantly—any limitations or exclusions.

6. Proposed Design Solution

This section details the designer's approach to addressing the client's needs and objectives. It may include design concepts, sketches or other visual representations to illustrate the proposed design solution.

7. Timeline

The timeline section outlines the proposed schedule for the design project. It includes key milestones and deadlines.

8. Deliverables

Within the timeline, this is the expected delivery of design elements. Designers name UX deliverables associated with the project and where they feature (e.g., user research insights followed by proposed user flows and usability testing of low-fidelity prototypes). Both deliverables and timeline need to reflect how the design process will work for the project.

Watch Human-Computer Interaction (HCI) expert Professor Alan Dix explain the steps involved in a design process.

9. Qualifications and Experience

Here, the designer (or design team) highlights their relevant qualifications, experience and past projects that demonstrate their capability to successfully execute the proposed design project. When they include their UX portfolios, designers can showcase their skills in interaction design and other relevant areas. 

10. Cost Estimate and Payment Terms

This part includes the proposed cost of the design project, broken down into specific elements. It also outlines the payment terms, such as deposit requirements and invoicing details.

11. Terms and Conditions

The terms and conditions section specifies the legal and operational aspects of the design project. This includes ownership of work, revisions, cancellation policy and any other relevant contractual details.

12. Conclusion

The conclusion summarizes the key points of the proposal and reiterates the benefits of the proposed design solution. Most importantly, it should encourage the client to take the next steps and present the designer’s contact information as clearly as a call to action.

Userlytics include 10 essential elements of a design proposal.

© Userlytics, Fair Use

How to Craft an Effective UX Design Proposal

Designers can use a recommended step-by-step guide to frame a persuasive proposal:

Step 1: Understand the Client's Brand

Before a designer starts drafting a proposal, they need to understand the client's brand thoroughly. They also must comprehend the needs, expectations, behavior, pain points, and more about the users the brand serves. For example, is it a niche startup, or a long-established client that has just had a brand makeover to appeal to a wider market? In an external context, it could be a B2B (brand-to-brand) or a B2C (brand-to-consumer) scenario. Or it could be a case where a company is working on an internal project for its employees, such as an intranet. In any case, this understanding ensures that their design proposal aligns with the existing brand identity, values and messaging. If a designer understands the brand well, they can tailor their design proposal to meet these objectives effectively and show great value in design decisions.

Step 2: Write a Stellar Problem Statement

The problem statement is crucial. It should be specific, concise and directly related to the client’s needs and the client's business objectives. The most difficult part is to define the problem accurately and clearly—which many designers often overlook. A well-defined problem statement will guide the designer’s efforts properly. It will also help set the right expectations with the client and stakeholders.

The primary problem is that of the client. Then the designer can move on to examine the specific problems that the client’s users face, the causes of these and perhaps potential consequences of not resolving them. When they clearly articulate the problem, a UX designer demonstrates their understanding of the client's pain points. This sets the stage for proposing effective solutions. It also raises the chances of a successful pitch if the client sees their problem clearly articulated in the proposal. A Point of View (POV) is a meaningful and actionable problem statement that designers can leverage to access many such insights. They can use a Point of View Madlib to pinpoint their focus with the most clarity.

A Point of View Madlib helps designers clearly articulate a problem statement: “(The user) needs to (word or words reflecting the user’s need) because (the insight explaining the need).”

© Interaction Design Foundation, CC BY-SA 4.0

Step 3: Define the Scope in Detail

A designer now outlines the work they will do. This could include website design, user interface and experience design, or other forms of content creation. It’s important to set out the tasks, deliverables, services and anything else that relates to the limitations of the design work.  

Designers must understand the full nature of the proposed work ahead of time—what they must do (e.g., usability testing) and what their services do not include. This helps prevent scope creep and surprises from miscommunication.

Step 4: Comprehensively Outline the Solution

Once a designer has clearly stated the problem, it's time to tie in the solution and explain why it solves the client’s or customer's pain points. A well-articulated solution gives the client a clear, detailed plan for how the design work will address their specific problem. It also ensures they understand the proposed approach and what they can expect from the project.

Designers should outline the specific goals they aim to achieve through their proposed solution. These objectives should be measurable, realistic and directly linked to addressing identified problems. If the designer clearly defines the objectives, the client gains a clear understanding of what the project aims to achieve and how to measure success.

It’s crucial to allow for some fluidity. Design solutions typically evolve as more user insights arise and as the project progresses. Therefore, while the solution should be detailed and well-thought-out, it should also be flexible enough to accommodate changes and improvements. Meanwhile, the client should feel it starting to address their unique situation from the outset. They should sense the designer has empathy both for the users and themselves as the client.

Details are important here because they provide a clear roadmap of how designers plan to achieve the project goals. This includes the tools and techniques they will use, the stages of the design process, and how they will incorporate user feedback. This section should also explain how the design strategy aligns with the business objectives and user needs.

This video explains the need for empathy in design and how it guides decision-making:

Step 5: Establish a Realistic Timeline and Firm Deliverables

The timeline section of the UX design proposal is essential for managing expectations and ensuring a smooth project flow. It outlines the projected timeline for each phase of the project, including key milestones and deliverable dates.

 A designer’s timeline should consider the complexity of the project, the availability of resources, and potential dependencies. It’s crucial to be realistic and allow for flexibility in case of unforeseen circumstances. A well-planned and communicated timeline helps the client understand the project's progress and ensures that everyone is on the same page regarding deadlines and expectations. As delays can have a ripple effect on the entire project, it's essential to factor in some buffer time for unforeseen circumstances or changes in the project scope.

Deliverables

The deliverables section of the UX design proposal specifies the tangible outputs the designer will provide to the client throughout the project. It should include a comprehensive list of deliverables such as user research reports, wireframes, prototypes, usability test results and any other relevant documentation.

 The designer should clearly outline the format, frequency and expected quality of these deliverables. For example, mockups may look like the finished project but can appear far sooner in the project. This section ensures that the client understands what they will receive at each stage of the project and helps manage their expectations.

A proposal should reflect a solid understanding that UX design involves important elements: to iterate to validate ideas and to iterate to design around constraints.

Step 6: Include a Strong Portfolio

In this section  the designer showcases relevant work to account for the “why me?” dimension. They highlight projects that are like the one they’re proposing for the client. This will give a sense of the individual’s design style and capabilities.

To highlight their experience, designers should showcase their past work, case studies and client testimonials that demonstrate their capabilities. Their UX portfolio should corroborate their claims and act as a design with its own superior UX as well. Designers should explain why they are the best choice for the project and how they can add value to the client's business. UX design is a burgeoning industry, and competition can be fierce. So, standing out from the crowd is crucial with a proposal that not only is professional and comprehensive but also uniquely fits the client's specific needs and goals.

Design lead for the AdWords Display & Apps Team at Google, Stephen Gay gives advice on how to craft a UX portfolio.

Step 7: Estimate Costs and Decide on Payment Terms

A designer needs to show a client how much they will charge for the work, how they will calculate fees and what expenses or contingencies are included. It’s important to be transparent and fair about costs, and justify value and quality. It’s also vital to break estimated costs down into specific deliverables or phases. When it’s itemized this way and transparent, clients can understand what they are paying for, foster trust in the designer and make informed decisions.

It's better to overestimate (by a little) than underestimate. Include costs for research, design, testing and implementation, as well as any additional costs that may arise. A designer should be clear about pricing structure, whether it's hourly or project-based, and explain all costs. Designers include their fees, any additional expenses for resources or tools, and potential costs for changes or additions to the project scope. They should also describe acceptable payment options for the client.

Step 8: Set out the Terms and Conditions

It's crucial to specify clear terms and conditions for several reasons:

Clarity: They provide clear guidelines about the rules and requirements for both parties involved in a transaction or agreement.

Legal Protection: Terms and conditions can serve as a legal contract that may protect the rights of all parties.

Dispute Resolution: In case of disagreements, they are references to help resolve disputes.

Limitation of Liability: They can limit the liability of a service provider (the designer), clearly outlining what they are and aren’t responsible for.

Enforceability: Clearly stated terms and conditions are more likely to be enforceable in a court of law.

Disagreements can arise over any number of factors in a contract. A good terms and conditions section can account for contingencies.

© SHVETS production, Pexels License

Step 9: Summarize The Proposal

The final step is to summarize the proposal and restate the value proposition. A designer needs to show the client why they should choose them for their UX project, what benefits and results that designer will deliver, and how they will exceed the client’s expectations.

It’s important to make a compelling last section here. A client needs to feel that urge to engage from a well-written conclusion that encapsulates why a particular designer is the way forward with the right solution and more.

Tips and Best Practice for Creating a Design Proposal

It’s important to consider various factors that will influence both the creation and reception of a proposal. Key considerations are for designers to:

Understand the Client’s Needs, and Prove It

Research Thoroughly : Before drafting a proposal, a designer needs to deeply research the client’s business, industry and competitors—and, of course, the users who make up their market. It’s imperative to prove an understanding of the client's challenges and clearly articulate how the solution will address them.

Be Accessible and Approachable : Designers should show they are eager to start a dialogue and be open to discussions for gathering requirements and insights as they begin the design project.

Appreciate the Technical Aspects

Feasibility : Consider the practicality of the design in terms of budget, resources and time constraints.

Functionality : Ensure the design works well and serves its intended purpose.

Present the Proposal Well

Clearly and concisely articulate ideas and how they align with the client's goals. Avoid jargon and complex language . Ensure the client can easily understand the proposed solution, deliverables and costs. Remember that design is a conversation in itself; the proposal must reflect appreciation for a great user experience. Aim to answer potential questions within the proposal.

Deliver a professional format and tone throughout the proposal. Ensure perfect grammar and spelling, and a clean and clear layout.

Include detailed sketches, mockups or prototypes when possible.

Maximize the Visual Appeal Wisely

Ensure a visually attractive design that aligns with the brand’s image. Use visuals such as images, diagrams and infographics to illustrate points and make the proposal more engaging. A strong proposal also needs to reflect a designer's grasp of great visual design. Balance the text with relevant visuals that effectively communicate ideas.

According to the Stanford University’s research, (published in the Stanford Credibility Project), nearly half of 2500+ participants assessed the credibility of websites based on their visual appeal. Remember the importance of visual appeal, both in design solutions and the proposal itself.

Understand the Client's Budget

Discuss the budget openly with the client. This understanding guides the scope and scale of the project, and gives insights into the company culture behind the product or service.

Anticipate The Economic Factors As Far as Possible

Costing : Provide a clear breakdown of costs including design, production and any other associated fees.

Return on Investment (ROI) : Explain how the design solution will benefit the client financially or in terms of brand value.

Assumptions : Identify and communicate any assumptions, like the availability of resources, access to user groups or the client’s active participation. This will help align expectations with the client and address potential risks or challenges upfront.

 Clearly Define The Offer

Scope of Work : Clearly define what is included to avoid scope creep.

Deliverables : List all deliverables, including file formats and any other specifics.

Sell the Expertise

Portfolio : Include relevant examples of past work that demonstrate competence and style to answer the client’s “Why hire this designer?” in seconds.

Testimonials : Share testimonials from past clients to build trust.

Develop a Compelling Narrative

Storytelling : Use a narrative to connect the client’s problem to the proposed solution.

Benefits : Focus on the benefits of the design, not just the features.

Include User Research

Show commitment to UX Research : Impress the client with an obvious commitment to conduct user research to understand the target audience's needs, behaviors, pain points, expectations, motivations, and more about their world.

Show commitment to User Testing : Plan for user testing as a necessity. This will validate the proposed solution and provide valuable feedback for refinement. When designers test with real users, they can reveal unforeseen issues and gain insights to significantly improve the design.

Consider Proposal-Generating Software

Effective UX design proposal tools and templates are widely available. Use them to help streamline the proposal creation process and enhance the quality and professionalism of proposals. They can also provide a platform for collaborative work. Good programs can save time, provide more insights, and help the client choose a designer or company faster. Designers should find ones that help them customize the look, feel and professionalism they want to cast to clients—for example, as freelance UX or UI designers.

PandaDoc is one of many solutions to generate a design proposal.

© PandaDoc, Fair Use

Follow-Up Plan : Have a plan for following up after sending the proposal.

Be Flexible and Open to Revisions

Design is a collaborative process, and a proposal should reflect this. Be open to feedback from the client and be willing to revise the proposal based on their inputs. Designers who are feedback-oriented and -driven can show this commitment to evidence, flexibility and listening.

UX design agency Zengenti has used usability testing data in their design proposals to win projects. They find that including user testing data in their proposals provides a strong foundation for their design process and helps to reassure clients that their designs are evidence-backed.

© Simon Dumont, Fair Use

Potential Pitfalls around a Design Proposal

Some potential issues that can arise in a project relating to the proposal include:

Lack of Research

Inadequate Market Analysis : This can result in a design that does not resonate with the target audience.

Misunderstanding the Brief : Not asking questions for clarity can cause a proposal to miss the mark.

Communication Issues

Overpromising : Designers who make promises on deliverables or timelines that are unrealistic can damage trust. Also be clear about the job description. Many potential clients might have a vague idea of what’s involved in product design, and expect UI-UX designers to deliver in unrealistic timelines.

Vague Descriptions : Lack of specificity in the scope of work can lead to misunderstandings. For example, a proposal aimed at service design needs to consider every angle of the service design process.

Watch CEO of Experience Dynamics, Frank Spillers explain the service design process.

Financial Missteps

Underquoting : Underestimating the costs can lead to financial loss or a decrease in quality to meet budgets.

Overquoting : Overestimating costs can make a proposal less competitive.

Including Design Ideas without Considering Consequences

Designers do not typically include design ideas in a proposal , unless the client has agreed to sign an NDA, and offers compensation for drafting the proposal. These are usually called RFPs (request for proposal). Also, if the client and designer already know what's to be designed, then a solution overview will make sense. That is, it merely documents what the client has shared or what the client and the designer have mutually discussed before.

Legal and Ethical Concerns

Copyright Infringement : Always ensure that the design does not infringe on any copyrights.

Ethical Design : Be mindful of ethical considerations in a design. Avoid anything that could appear offensive or inappropriate.

Remember, a great design proposal is not just about the aesthetics. It's also about how well it communicates the value of a design solution to the client. It should be clear, concise and compelling. It should also show extensive attention to detail in research, planning, foresight, empathy and vision. Overall, it travels ahead of the designer who relies on it. It’s often the first point of contact with a client, and so needs to portray the ultimate in professionalism, credibility, and much more.

“People hire who they know, who they like, and who they trust."

— Chris Do, CEO and Founder of The Futur

Learn More about Design Proposals

Take our How to Become a Freelance Designer course.

Watch our masterclass Win Clients, Pitches and Approval: Present Your Designs Effectively with Author, speaker and executive leadership coach Todd Zaki Warfel .

Read our piece How to Get Meaningful Design Feedback From Your Clients for more insights.

Read Jami Oetting’s article 15 Proposal Software Tools for Proposal Creation and Management  for an array of proposal software to choose from.

See how prospective clients think in this insightful piece by Karthika G L: 7 Points To Consider When Choosing UI/UX Design Proposals For Your Business .

Find helpful points in this article from Simon Dumont: How to create a winning design proposal with user research .     

Read Job M’s A UX Writer’s Guide To Writing A Content Design Proposal for additional insights.

Questions about Design Proposals

The specific deliverables are different across different fields of design. Also, designers can continue to work on a product after launch and help to constantly improve or iterate on the design from testing and feedback . They can do this in an annual maintenance contract (AMC), for instance.  

Also, UX designers are more service-oriented, despite the point that they may have tangible deliverables. Meanwhile, other types of designers tend to be oriented around one-time deliverables, handing off their designs before moving on.

Lastly, UX design proposals must leave scope for some flexibility, unlike other designers who have a more concrete scope of work. This is especially relevant for UX designers, as they will need to watch for scope creep in particular in some cases.

To ensure design proposals align with the client's budget constraints, designers should adopt a strategic approach:

Prioritize Needs over Wants: Differentiate between the essential features required for functionality and the additional features that are nice to have. Focus on delivering the core requirements within the budget.

Allocate Resources Wisely: Pick cost-effective solutions without compromising the quality of the design. This might include using open-source tools or modular design elements.

Design with Flexibility in Mind: Propose scalable solutions that allow for future expansion or enhancement when more funds become available.

Use Clear Communication: Maintain transparent communication throughout the project. Regularly update the client about the progress and any potential adjustments to stay within budget. Communicate effectively and be open and honest to build trust and simulate a face-to-face business environment virtually.

Use an Iterative Approach and Iterative Design Process : Good design iteration is about testing and refining ideas in stages, like prototype testing and incorporating user feedback. This prevents time-consuming and costly changes later in the project. On that subject, the proposal must clearly communicate this – address the iterative nature of the service, additional costs (if any) and the responsibilities of each party (say sign-offs or testing) for each iteration.

User research plays a critical role in a UX design proposal. It gives valuable insights into user needs, behaviors and preferences. It serves as the foundation for creating user-centered designs in the form of products and services that effectively meet the target audience's requirements.

Also, research helps inform the designer about the scope of work for the proposed solution.

Moreover, by knowing what the competition is, they can propose ideas on how to beat the competition for the design solution.

Watch this video for valuable insights into the timing and importance of user research in the design process.

• Copyright holder: Unsplash. Copyright terms and license: CCO Public Domain. Link: https://pixabay.com/en/clay-hands-sculpting-art-69...
• Copyright holder: Unsplash. Copyright terms and license: CCO Public Domain. Link: https://www.pexels.com/photo/man-in-black-shirt-an...
• Copyright holder: Indecent Proposer. Copyright terms and license: CC BY-NC 2.0 Link: https://www.flickr.com/photos/indecent_proposal/14...
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Visual design is especially important in a UX design proposal. It's not just about aesthetics in digital products like websites or apps. Visual design plays a crucial role in user experience as it influences usability, user interaction, user perception and the overall effectiveness of the design. The fundamental reason behind this fact is:

First Impressions: Visual design is often the first aspect of a product that users notice. For example, the first few seconds a user spends on a web design sets the tone for the user experience and can greatly impact user engagement. A designer’s UX portfolio should likewise impress clients.

Cultural factors greatly influence how designers create proposals. When designers understand and integrate these factors, they can create more inclusive, accessible, and effective designs for users from all cultural backgrounds.

User Behavior and Preferences: Different cultures have unique behavioral patterns and preferences. For example, color symbolism varies greatly across cultures. It affects how users perceive and interact with designs. Red in China, for instance, generally grabs users in different ways than it does users in the United States.

Language and Communication: Language is not just about translation but also involves understanding cultural nuances, idioms and context. Effective communication and communication styles in UX design consider these aspects to ensure clarity and relevance in visual design and beyond.

Navigation and Layout: Cultural differences in scanning patterns (like left-to-right or right-to-left reading) impact how users navigate and consume content. Designers must consider these variations to create intuitive and user-friendly layouts for different cultural groups.

Values and Norms: Cultural values, such as individualism versus collectivism, influence user expectations and interactions with technology across many groups of people. Designs for products or services that resonate with the target audience’s values will be more effective there.

Accessibility and Inclusion: Recognizing cultural diversity contributes to greater accessibility and inclusivity, long term. It ensures that products are usable and appealing to a broader audience and that they address at a high level the many pain points users face in problem solving.

Finally, with remote collaboration, it is extremely important to understand how people work in different cultures. What's acceptable in one region may be considered rude elsewhere. This will depend on what aspects of a proposal would have such cultural differences, though.

Do Detailed Requirement Analysis: Begin with a thorough analysis of the project requirements. Understanding the scope and complexity helps to make a more accurate estimation for all individual tasks combined.

Review Historical Data: Look at past successful projects with similar scopes. Historical data can provide insights into the time and resources needed for the project life cycle this time.

Break Down the Project: Divide the project into smaller, manageable parts from the early stages onwards. Estimate the cost for each project task and then sum up for the total project cost.

Include Contingency Plans: Always include a contingency budget for unforeseen circumstances or changes in project scope. This will ramp up the total cost but may make the difference between whether the project gets completed comfortably or not.

Consider All Factors: Include all aspects of the project in the cost estimate, such as design, development, testing, and any third-party service costs or time-consuming extras.

Regularly Communicate with Stakeholders: Engage with all stakeholders to ensure that they consider all needs during the project schedule and that the estimate is realistic for long-term project progress.

Use Project Management Tools: Leverage project management and estimation tools to help automate and standardize the estimation process.

Review and Adjust Regularly: Treat the estimate as a living document that’s adjustable as more information becomes available.

Designers can communicate complex design concepts to potential clients and clients effectively by using a few key strategies when they write a design proposal:

Simplify the Language: Use simple, jargon-free language. Avoid technical terms that may not be familiar to the client. This makes the proposal more accessible and easier to understand for a wide range of stakeholders.

Use Visual Aids: Include diagrams, sketches, wireframes, or prototypes for product or service design work. Visual representations can convey complex ideas more effectively than text alone. They help clients visualize the end-product of the design project and understand the design process.

Leverage Storytelling : Frame the design concept within a narrative. Explain how the design solves a problem or improves the user experience. Stories can make abstract concepts more tangible and relatable.

Use Modular Explanation: Break down the concept into smaller, manageable parts. Explain each part individually before showing how they integrate into the whole. This step-by-step approach prevents information overload.

Make Analogies and Metaphors: Analogies and metaphors can bridge the gap between unfamiliar design concepts or abstract ideas and the client’s existing knowledge. They make complex ideas more relatable and easier to grasp.

Involve Clients in the Process: Client involvement is a must. Ask for their input and address their concerns. This can increase their understanding and investment in the project.

Establish regular feedback loops: to ensure the client understands and is on board with the proposed design. This also allows for early detection and correction of any misunderstandings long before pain points turn up in user testing.

To effectively handle scope creep in UX design proposals, designers can employ several strategies:

Clearly Define the Project Scope: Start by establishing a clear, concise project scope. This includes outlining specific deliverables, timelines, and responsibilities. Designers who define the scope in a written document help ensure that all stakeholders have a common understanding of the project's boundaries, and what’s involved to complete the project and keep to the project schedule.

Establish a Change Request Process: Implement a formal process for handling changes or additions to the project. This process should include evaluating the impact of the change on resources, timelines, and costs. It should also require formal approval before any changes get made to any part of the project, regardless of whether they’re key elements or not.

Regularly Communicate with Stakeholders: Maintain open lines of communication with all project stakeholders. Regular updates and meetings help manage expectations and address any concerns early on and prevent surprises in project status reports. 

Set Realistic Expectations: Designers should be realistic about what they can achieve within the given constraints of project timelines, project budget, and resources for project tasks. Overpromising can lead to scope creep as they try to meet unrealistic expectations for project team members and key stakeholders.

Monitor Project Progress and Consider Project Management Software: Keep a close eye on project progress. Regularly review the project status against the initial plan to identify any deviations early. Depending on the nature and type of project, consider using project management tools to aid in the management process.

Be Flexible, Yet Firm: While some flexibility is necessary, it's important to be firm about the project boundaries defined in the scope. Politely, but assertively, push back on requests that fall outside the agreed-upon scope. Clients may well agree not to assign tasks that go beyond agreed-upon terms, and therefore avoid scope creep and keep the project on track.

Designers can address client feedback or revisions in the design proposal process effectively by following these steps:

Actively Listen and Understand: When designers receive feedback, they should listen actively to understand the client's perspective and the reasons behind their suggestions or concerns. They should ask clarifying questions if necessary to fully comprehend the client as they collect feedback.

Maintain a Positive Attitude: Approach revisions and feedback positively. View them as opportunities for improvement rather than criticisms. That can foster a more productive and collaborative environment, and establish a long-term relationship. With the right mindset, designers can turn the opinions of unhappy customers into constructive feedback and develop good ideas. 

Communicate Clearly and Regularly: Keep the lines of communication open. Regular updates on the status of revisions and clear explanations of any changes or challenges are crucial to maintain client trust and satisfaction.

Document Changes: Keep a record of all feedback and the corresponding changes made. This documentation can be useful for future reference and helps to ensure that no important details are overlooked. It also helps ensure more positive feedback when gathering feedback as the proposal manager can cross items off the list.

Set Boundaries and Expectations: Clearly define the scope of revisions and the proposal process. Set boundaries on the number and extent of revisions. It will prevent scope creep and ensure that the project remains on track according to the product roadmap.

Seek Consensus: Designers should work towards finding a solution that aligns with both the client's vision and their own design expertise. Strive for a consensus that satisfies both parties and upholds the quality and integrity of the design.

The following paper is a good resource for design proposal research: Phillips, R., & Maier, A. (2020). How design proposals are evaluated: A pilot study . Proceedings of the Design Society , 1, 2109-2118.

This academic article, authored by Phillips and Maier in 2020, presents the findings of a pilot study on the evaluation process of design proposals. The study aims to understand how professionals in the field assess and decide on design proposals, focusing on the criteria and decision-making processes involved. 

Here are some popular good books on design proposals:

1. Hass, C. (2015). Writing Successful UX Proposals. Morgan Kaufmann. "Writing Successful UX Proposals" by Chris Hass is a pivotal resource for UX professionals and students who aim to master the art of creating effective and persuasive design proposals. This book provides a comprehensive guide on how to write proposals that clearly communicate the value and approach of UX projects. Hass covers critical elements such as understanding client needs, outlining project goals, and detailing methodologies. The book is particularly valuable for its insights into tailoring proposals to different audiences and its focus on winning strategies for securing project approval. This practical guide is essential for anyone looking to elevate their UX proposal writing skills.

2. Greever, T. (2020). Articulating Design Decisions: Communicate with Stakeholders, Keep Your Sanity, and Deliver the Best User Experience . O'Reilly Media.

"Articulating Design Decisions" by Tom Greever is an essential guide for UX designers and professionals involved in design processes. The book delves into the crucial skill of effectively communicating design decisions to stakeholders, colleagues, and clients. Greever addresses common challenges faced by designers, such as defending their decisions, managing feedback, and achieving consensus while ensuring the best user experience. He offers practical advice, strategies, and real-world examples to enhance communication skills in various scenarios. This book is especially valuable for its focus on the often-overlooked soft skills necessary for successful design projects.

Take our Design Thinking: The Ultimate Guide course to get behind the client’s point of view for successful design solutions.

Watch our masterclass How to Build A Successful Portfolio with Chris Clark .

Read Write A UX Proposal: How-To Guide by Steven Douglas for further information.

See Offorte’s  Proposal example: UX design for more insights.

Answer a Short Quiz to Earn a Gift

What is the main purpose of a design proposal?

• To create a visual design
• To develop coding standards for a design
• To outline a potential design project for clients

Which section of a design proposal outlines the specific tasks and deliverables?

• Introduction
• Scope of Work
• Project Timeline

Why is a problem statement important in a design proposal?

• It lists the project’s costs and projected impact on the client's profits.
• It provides a clear understanding of the client's needs.
• It summarizes the designer’s qualifications.

What is the purpose of the timeline section in a design proposal?

• To describe when developers apply code to the design
• To list the budget for the entire project
• To outline the proposed schedule and key milestones

Why should a designer include a portfolio in a design proposal?

• To outline the project’s scope
• To provide a detailed autobiography of their life and work
• To showcase relevant work and demonstrate their capabilities

Better luck next time!

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Literature on Design Proposals

Here’s the entire UX literature on Design Proposals by the Interaction Design Foundation, collated in one place:

Learn more about Design Proposals

Take a deep dive into Design Proposals with our course How to Create a UX Portfolio .

Did you know the average UX recruiter spends less than 5 minutes skimming through your UX portfolio? If you want to join the growing and well-paid field of UX design, not only do you need a UX portfolio— you’ll need a great UX portfolio that showcases relevant skills and knowledge . Your UX portfolio will help you get your first job interviews and freelance clients, and it will also force you to stay relevant in your UX career. In other words, no matter what point you’re at in your UX career, you’re going to need a UX portfolio that’s in tip-top condition.

So, how do you build an enticing UX portfolio, especially if you’ve got no prior experience in UX design? Well, that’s exactly what you’ll learn in this course! You’ll cover everything so you can start from zero and end up with an incredible UX portfolio . For example, you’ll walk through the various UX job roles, since you can’t begin to create your portfolio without first understanding which job role you want to apply for! You’ll also learn how to create your first case studies for your portfolio even if you have no prior UX design work experience. You’ll even learn how to navigate non-disclosure agreements and create visuals for your UX case studies.

By the end of this practical, how to oriented course, you’ll have the skills needed to create your personal online UX portfolio site and PDF UX portfolio. You’ll receive tips and insights from recruiters and global UX design leads from SAP, Oracle and Google to give you an edge over your fellow candidates. You’ll learn how to craft your UX case studies so they’re compelling and relevant, and you’ll also learn how to engage recruiters through the use of Freytag’s dramatic structure and 8 killer tips to write effectively. What’s more, you’ll get to download and keep more than 10 useful templates and samples that will guide you closely as you craft your UX portfolio. To sum it up, if you want to create a UX portfolio and land your first job in the industry, this is the course for you!

All open-source articles on Design Proposals

4 tips to amplify the potential of your ux/ui design portfolio.

The 10 Most Inspirational UX Design Portfolio Examples in 2024

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