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Research Methodology – Types, Examples and writing Guide

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Research Methodology

Definition:

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

Structure of Research Methodology

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

I. Introduction

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

II. Research Design

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

III. Data Collection Methods

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

IV. Data Analysis Methods

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

V. Ethical Considerations

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

VI. Limitations

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

VII. Conclusion

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

Research Methodology Types

Types of Research Methodology are as follows:

Quantitative Research Methodology

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

Qualitative Research Methodology

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

Mixed-Methods Research Methodology

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

Case Study Research Methodology

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

Action Research Methodology

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

Experimental Research Methodology

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

Survey Research Methodology

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

Grounded Theory Research Methodology

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

Research Methodology Example

An Example of Research Methodology could be the following:

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

Introduction:

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

Research Design:

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

Participants:

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

Intervention :

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

Data Collection:

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

Data Analysis:

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

Ethical Considerations:

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

Data Management:

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

Limitations:

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

Conclusion:

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

How to Write Research Methodology

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

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

When to Write Research Methodology

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

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

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

Applications of Research Methodology

Here are some of the applications of research methodology:

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

Purpose of Research Methodology

Research methodology serves several important purposes, including:

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

Advantages of Research Methodology

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

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

Research Methodology Vs Research Methods

About the author.

Muhammad Hassan

Researcher, Academic Writer, Web developer

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15 Research Methodology Examples

Research methodologies can roughly be categorized into three group: quantitative, qualitative, and mixed-methods.

• Qualitative Research : This methodology is based on obtaining deep, contextualized, non-numerical data. It can occur, for example, through open-ended questioning of research particiapnts in order to understand human behavior. It’s all about describing and analyzing subjective phenomena such as emotions or experiences.
• Quantitative Research: This methodology is rationally-based and relies heavily on numerical analysis of empirical data . With quantitative research, you aim for objectivity by creating hypotheses and testing them through experiments or surveys, which allow for statistical analyses.
• Mixed-Methods Research: Mixed-methods research combines both previous types into one project. We have more flexibility when designing our research study with mixed methods since we can use multiple approaches depending on our needs at each time. Using mixed methods can help us validate our results and offer greater predictability than just either type of methodology alone could provide.

Below are research methodologies that fit into each category.

Qualitative Research Methodologies

1. case study.

Conducts an in-depth examination of a specific case, individual, or event to understand a phenomenon.

Instead of examining a whole population for numerical trend data, case study researchers seek in-depth explanations of one event.

The benefit of case study research is its ability to elucidate overlooked details of interesting cases of a phenomenon (Busetto, Wick & Gumbinger, 2020). It offers deep insights for empathetic, reflective, and thoughtful understandings of that phenomenon.

However, case study findings aren’t transferrable to new contexts or for population-wide predictions. Instead, they inform practitioner understandings for nuanced, deep approaches to future instances (Liamputtong, 2020).

2. Grounded Theory

Grounded theory involves generating hypotheses and theories through the collection and interpretation of data (Faggiolani, n.d.). Its distinguishing features is that it doesn’t test a hypothesis generated prior to analysis, but rather generates a hypothesis or ‘theory’ that emerges from the data.

It also involves the application of inductive reasoning and is often contrasted with the hypothetico-deductive model of scientific research. This research methodology was developed by Barney Glaser and Anselm Strauss in the 1960s (Glaser & Strauss, 2009). 

The basic difference between traditional scientific approaches to research and grounded theory is that the latter begins with a question, then collects data, and the theoretical framework is said to emerge later from this data.

By contrast, scientists usually begin with an existing theoretical framework , develop hypotheses, and only then start collecting data to verify or falsify the hypotheses.

3. Ethnography

In ethnographic research , the researcher immerses themselves within the group they are studying, often for long periods of time.

This type of research aims to understand the shared beliefs, practices, and values of a particular community by immersing the researcher within the cultural group.

Although ethnographic research cannot predict or identify trends in an entire population, it can create detailed explanations of cultural practices and comparisons between social and cultural groups.

When a person conducts an ethnographic study of themselves or their own culture, it can be considered autoethnography .

Its strength lies in producing comprehensive accounts of groups of people and their interactions.

Common methods researchers use during an ethnographic study include participant observation , thick description, unstructured interviews, and field notes vignettes. These methods can provide detailed and contextualized descriptions of their subjects.

Example Study

Liquidated: An Ethnography of Wall Street by Karen Ho involves an anthropologist who embeds herself with Wall Street firms to study the culture of Wall Street bankers and how this culture affects the broader economy and world.

4. Phenomenology

Phenomenology to understand and describe individuals’ lived experiences concerning a specific phenomenon.

As a research methodology typically used in the social sciences , phenomenology involves the study of social reality as a product of intersubjectivity (the intersection of people’s cognitive perspectives) (Zahavi & Overgaard, n.d.).

This philosophical approach was first developed by Edmund Husserl.

5. Narrative Research

Narrative research explores personal stories and experiences to understand their meanings and interpretations.

It is also known as narrative inquiry and narrative analysis(Riessman, 1993).

This approach to research uses qualitative material like journals, field notes, letters, interviews, texts, photos, etc., as its data.

It is aimed at understanding the way people create meaning through narratives (Clandinin & Connelly, 2004).

6. Discourse Analysis

A discourse analysis examines the structure, patterns, and functions of language in context to understand how the text produces social constructs.

This methodology is common in critical theory , poststructuralism , and postmodernism. Its aim is to understand how language constructs discourses (roughly interpreted as “ways of thinking and constructing knowledge”).

As a qualitative methodology , its focus is on developing themes through close textual analysis rather than using numerical methods. Common methods for extracting data include semiotics and linguistic analysis.

7. Action Research

Action research involves researchers working collaboratively with stakeholders to address problems, develop interventions, and evaluate effectiveness.

Action research is a methodology and philosophy of research that is common in the social sciences.

The term was first coined in 1944 by Kurt Lewin, a German-American psychologist who also introduced applied research and group communication (Altrichter & Gstettner, 1993).

Lewin originally defined action research as involving two primary processes: taking action and doing research (Lewin, 1946).

Action research involves planning, action, and information-seeking about the result of the action.

Since Lewin’s original formulation, many different theoretical approaches to action research have been developed. These include action science, participatory action research, cooperative inquiry, and living educational theory among others.

Using Digital Sandbox Gaming to Improve Creativity Within Boys’ Writing (Ellison & Drew, 2019) is a study conducted by a school teacher who used video games to help teach his students English. It involved action research, where he interviewed his students to see if the use of games as stimuli for storytelling helped draw them into the learning experience, and iterated on his teaching style based on their feedback (disclaimer: I am the second author of this study).

See More: Examples of Qualitative Research

Quantitative Research Methodologies

8. experimental design.

As the name suggests, this type of research is based on testing hypotheses in experimental settings by manipulating variables and observing their effects on other variables.

The main benefit lies in its ability to manipulate specific variables to determine their effect on outcomes which is a great method for those looking for causational links in their research.

This is common, for example, in high-school science labs, where students are asked to introduce a variable into a setting in order to examine its effect.

9. Non-Experimental Design

Non-experimental design observes and measures associations between variables without manipulating them.

It can take, for example, the form of a ‘fly on the wall’ observation of a phenomenon, allowing researchers to examine authentic settings and changes that occur naturally in the environment.

10. Cross-Sectional Design

Cross-sectional design involves analyzing variables pertaining to a specific time period and at that exact moment.

This approach allows for an extensive examination and comparison of distinct and independent subjects, thereby offering advantages over qualitative methodologies such as case studies or surveys.

While cross-sectional design can be extremely useful in taking a ‘snapshot in time’, as a standalone method, it is not useful for examining changes in subjects after an intervention. The next methodology addresses this issue.

The prime example of this type of study is a census. A population census is mailed out to every house in the country, and each household must complete the census on the same evening. This allows the government to gather a snapshot of the nation’s demographics, beliefs, religion, and so on.

11. Longitudinal Design

Longitudinal research gathers data from the same subjects over an extended period to analyze changes and development.

In contrast to cross-sectional tactics, longitudinal designs examine variables more than once, over a pre-determined time span, allowing for multiple data points to be taken at different times.

A cross-sectional design is also useful for examining cohort effects , by comparing differences or changes in multiple different generations’ beliefs over time.

With multiple data points collected over extended periods ,it’s possible to examine continuous changes within things like population dynamics or consumer behavior. This makes detailed analysis of change possible.

12. Quasi-Experimental Design

Quasi-experimental design involves manipulating variables for analysis, but uses pre-existing groups of subjects rather than random groups.

Because the groups of research participants already exist, they cannot be randomly assigned to a cohort as with a true experimental design study. This makes inferring a causal relationship more difficult, but is nonetheless often more feasible in real-life settings.

Quasi-experimental designs are generally considered inferior to true experimental designs.

13. Correlational Research

Correlational research examines the relationships between two or more variables, determining the strength and direction of their association.

Similar to quasi-experimental methods, this type of research focuses on relationship differences between variables.

This approach provides a fast and easy way to make initial hypotheses based on either positive or negative correlation trends that can be observed within dataset.

Methods used for data analysis may include statistic correlations such as Pearson’s or Spearman’s.

Mixed-Methods Research Methodologies

14. sequential explanatory design (quan→qual).

This methodology involves conducting quantitative analysis first, then supplementing it with a qualitative study.

It begins by collecting quantitative data that is then analyzed to determine any significant patterns or trends.

Secondly, qualitative methods are employed. Their intent is to help interpret and expand the quantitative results.

This offers greater depth into understanding both large and smaller aspects of research questions being addressed.

The rationale behind this approach is to ensure that your data collection generates richer context for gaining insight into the particular issue across different levels, integrating in one study, qualitative exploration as well as statistical procedures.

15. Sequential Exploratory Design (QUAL→QUAN)

This methodology goes in the other direction, starting with qualitative analysis and ending with quantitative analysis.

It starts with qualitative research that delves deeps into complex areas and gathers rich information through interviewing or observing participants.

After this stage of exploration comes to an end, quantitative techniques are used to analyze the collected data through inferential statistics.

The idea is that a qualitative study can arm the researchers with a strong hypothesis testing framework, which they can then apply to a larger sample size using qualitative methods.

When I first took research classes, I had a lot of trouble distinguishing between methodologies and methods.

The key is to remember that the methodology sets the direction, while the methods are the specific tools to be used. A good analogy is transport: first you need to choose a mode (public transport, private transport, motorized transit, non-motorized transit), then you can choose a tool (bus, car, bike, on foot).

While research methodologies can be split into three types, each type has many different nuanced methodologies that can be chosen, before you then choose the methods – or tools – to use in the study. Each has its own strengths and weaknesses, so choose wisely!

Altrichter, H., & Gstettner, P. (1993). Action Research: A closed chapter in the history of German social science? Educational Action Research , 1 (3), 329–360. https://doi.org/10.1080/0965079930010302

Audi, R. (1999). The Cambridge dictionary of philosophy . Cambridge ; New York : Cambridge University Press. http://archive.org/details/cambridgediction00audi

Clandinin, D. J., & Connelly, F. M. (2004). Narrative Inquiry: Experience and Story in Qualitative Research . John Wiley & Sons.

Creswell, J. W. (2008). Educational Research: Planning, Conducting, and Evaluating Quantitative and Qualitative Research . Pearson/Merrill Prentice Hall.

Faggiolani, C. (n.d.). Perceived Identity: Applying Grounded Theory in Libraries . https://doi.org/10.4403/jlis.it-4592

Gauch, H. G. (2002). Scientific Method in Practice . Cambridge University Press.

Glaser, B. G., & Strauss, A. L. (2009). The Discovery of Grounded Theory: Strategies for Qualitative Research . Transaction Publishers.

Kothari, C. R. (2004). Research Methodology: Methods and Techniques . New Age International.

Kuada, J. (2012). Research Methodology: A Project Guide for University Students . Samfundslitteratur.

Lewin, K. (1946). Action research and minority problems. Journal of Social Issues , 2,  4 , 34–46. https://doi.org/10.1111/j.1540-4560.1946.tb02295.x

Mills, J., Bonner, A., & Francis, K. (2006). The Development of Constructivist Grounded Theory. International Journal of Qualitative Methods , 5 (1), 25–35. https://doi.org/10.1177/160940690600500103

Mingers, J., & Willcocks, L. (2017). An integrative semiotic methodology for IS research. Information and Organization , 27 (1), 17–36. https://doi.org/10.1016/j.infoandorg.2016.12.001

OECD. (2015). Frascati Manual 2015: Guidelines for Collecting and Reporting Data on Research and Experimental Development . Organisation for Economic Co-operation and Development. https://www.oecd-ilibrary.org/science-and-technology/frascati-manual-2015_9789264239012-en

Peirce, C. S. (1992). The Essential Peirce, Volume 1: Selected Philosophical Writings (1867–1893) . Indiana University Press.

Reese, W. L. (1980). Dictionary of Philosophy and Religion: Eastern and Western Thought . Humanities Press.

Riessman, C. K. (1993). Narrative analysis . Sage Publications, Inc.

Saussure, F. de, & Riedlinger, A. (1959). Course in General Linguistics . Philosophical Library.

Thomas, C. G. (2021). Research Methodology and Scientific Writing . Springer Nature.

Zahavi, D., & Overgaard, S. (n.d.). Phenomenological Sociology—The Subjectivity of Everyday Life .

Tio Gabunia (B.Arch, M.Arch)

Tio Gabunia is an academic writer and architect based in Tbilisi. He has studied architecture, design, and urban planning at the Georgian Technical University and the University of Lisbon. He has worked in these fields in Georgia, Portugal, and France. Most of Tio’s writings concern philosophy. Other writings include architecture, sociology, urban planning, and economics.

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Chris Drew (PhD)

Dr. Chris Drew is the founder of the Helpful Professor. He holds a PhD in education and has published over 20 articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education. [Image Descriptor: Photo of Chris]

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What Is Research Methodology? A Plain-Language Explanation & Definition (With Examples)

By Derek Jansen (MBA)  and Kerryn Warren (PhD) | June 2020 (Last updated April 2023)

If you’re new to formal academic research, it’s quite likely that you’re feeling a little overwhelmed by all the technical lingo that gets thrown around. And who could blame you – “research methodology”, “research methods”, “sampling strategies”… it all seems never-ending!

In this post, we’ll demystify the landscape with plain-language explanations and loads of examples (including easy-to-follow videos), so that you can approach your dissertation, thesis or research project with confidence. Let’s get started.

Research Methodology 101

• What exactly research methodology means
• What qualitative , quantitative and mixed methods are
• What sampling strategy is
• What data collection methods are
• What data analysis methods are
• How to choose your research methodology
• Example of a research methodology

What is research methodology?

Research methodology simply refers to the practical “how” of a research study. More specifically, it’s about how  a researcher  systematically designs a study  to ensure valid and reliable results that address the research aims, objectives and research questions . Specifically, how the researcher went about deciding:

• What type of data to collect (e.g., qualitative or quantitative data )
• Who  to collect it from (i.e., the sampling strategy )
• How to  collect  it (i.e., the data collection method )
• How to  analyse  it (i.e., the data analysis methods )

Within any formal piece of academic research (be it a dissertation, thesis or journal article), you’ll find a research methodology chapter or section which covers the aspects mentioned above. Importantly, a good methodology chapter explains not just   what methodological choices were made, but also explains  why they were made. In other words, the methodology chapter should justify  the design choices, by showing that the chosen methods and techniques are the best fit for the research aims, objectives and research questions. 

So, it’s the same as research design?

Not quite. As we mentioned, research methodology refers to the collection of practical decisions regarding what data you’ll collect, from who, how you’ll collect it and how you’ll analyse it. Research design, on the other hand, is more about the overall strategy you’ll adopt in your study. For example, whether you’ll use an experimental design in which you manipulate one variable while controlling others. You can learn more about research design and the various design types here .

Need a helping hand?

What are qualitative, quantitative and mixed-methods?

Qualitative, quantitative and mixed-methods are different types of methodological approaches, distinguished by their focus on words , numbers or both . This is a bit of an oversimplification, but its a good starting point for understanding.

Let’s take a closer look.

Qualitative research refers to research which focuses on collecting and analysing words (written or spoken) and textual or visual data, whereas quantitative research focuses on measurement and testing using numerical data . Qualitative analysis can also focus on other “softer” data points, such as body language or visual elements.

It’s quite common for a qualitative methodology to be used when the research aims and research questions are exploratory  in nature. For example, a qualitative methodology might be used to understand peoples’ perceptions about an event that took place, or a political candidate running for president. 

Contrasted to this, a quantitative methodology is typically used when the research aims and research questions are confirmatory  in nature. For example, a quantitative methodology might be used to measure the relationship between two variables (e.g. personality type and likelihood to commit a crime) or to test a set of hypotheses .

As you’ve probably guessed, the mixed-method methodology attempts to combine the best of both qualitative and quantitative methodologies to integrate perspectives and create a rich picture. If you’d like to learn more about these three methodological approaches, be sure to watch our explainer video below.

What is sampling strategy?

Simply put, sampling is about deciding who (or where) you’re going to collect your data from . Why does this matter? Well, generally it’s not possible to collect data from every single person in your group of interest (this is called the “population”), so you’ll need to engage a smaller portion of that group that’s accessible and manageable (this is called the “sample”).

How you go about selecting the sample (i.e., your sampling strategy) will have a major impact on your study.  There are many different sampling methods  you can choose from, but the two overarching categories are probability   sampling and  non-probability   sampling .

Probability sampling  involves using a completely random sample from the group of people you’re interested in. This is comparable to throwing the names all potential participants into a hat, shaking it up, and picking out the “winners”. By using a completely random sample, you’ll minimise the risk of selection bias and the results of your study will be more generalisable  to the entire population. 

Non-probability sampling , on the other hand,  doesn’t use a random sample . For example, it might involve using a convenience sample, which means you’d only interview or survey people that you have access to (perhaps your friends, family or work colleagues), rather than a truly random sample. With non-probability sampling, the results are typically not generalisable .

To learn more about sampling methods, be sure to check out the video below.

What are data collection methods?

As the name suggests, data collection methods simply refers to the way in which you go about collecting the data for your study. Some of the most common data collection methods include:

• Interviews (which can be unstructured, semi-structured or structured)
• Focus groups and group interviews
• Surveys (online or physical surveys)
• Observations (watching and recording activities)
• Biophysical measurements (e.g., blood pressure, heart rate, etc.)
• Documents and records (e.g., financial reports, court records, etc.)

The choice of which data collection method to use depends on your overall research aims and research questions , as well as practicalities and resource constraints. For example, if your research is exploratory in nature, qualitative methods such as interviews and focus groups would likely be a good fit. Conversely, if your research aims to measure specific variables or test hypotheses, large-scale surveys that produce large volumes of numerical data would likely be a better fit.

What are data analysis methods?

Data analysis methods refer to the methods and techniques that you’ll use to make sense of your data. These can be grouped according to whether the research is qualitative  (words-based) or quantitative (numbers-based).

Popular data analysis methods in qualitative research include:

• Qualitative content analysis
• Thematic analysis
• Discourse analysis
• Narrative analysis
• Interpretative phenomenological analysis (IPA)
• Visual analysis (of photographs, videos, art, etc.)

Qualitative data analysis all begins with data coding , after which an analysis method is applied. In some cases, more than one analysis method is used, depending on the research aims and research questions . In the video below, we explore some  common qualitative analysis methods, along with practical examples.  

Moving on to the quantitative side of things, popular data analysis methods in this type of research include:

• Descriptive statistics (e.g. means, medians, modes )
• Inferential statistics (e.g. correlation, regression, structural equation modelling)

Again, the choice of which data collection method to use depends on your overall research aims and objectives , as well as practicalities and resource constraints. In the video below, we explain some core concepts central to quantitative analysis.

How do I choose a research methodology?

As you’ve probably picked up by now, your research aims and objectives have a major influence on the research methodology . So, the starting point for developing your research methodology is to take a step back and look at the big picture of your research, before you make methodology decisions. The first question you need to ask yourself is whether your research is exploratory or confirmatory in nature.

If your research aims and objectives are primarily exploratory in nature, your research will likely be qualitative and therefore you might consider qualitative data collection methods (e.g. interviews) and analysis methods (e.g. qualitative content analysis). 

Conversely, if your research aims and objective are looking to measure or test something (i.e. they’re confirmatory), then your research will quite likely be quantitative in nature, and you might consider quantitative data collection methods (e.g. surveys) and analyses (e.g. statistical analysis).

Designing your research and working out your methodology is a large topic, which we cover extensively on the blog . For now, however, the key takeaway is that you should always start with your research aims, objectives and research questions (the golden thread). Every methodological choice you make needs align with those three components. 

Example of a research methodology chapter

In the video below, we provide a detailed walkthrough of a research methodology from an actual dissertation, as well as an overview of our free methodology template .

Psst… there’s more (for free)

This post is part of our dissertation mini-course, which covers everything you need to get started with your dissertation, thesis or research project. 

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199 Comments

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Thanks for your comment.

We can’t write your methodology for you. If you’re looking for samples, you should be able to find some sample methodologies on Google. Alternatively, you can download some previous dissertations from a dissertation directory and have a look at the methodology chapters therein.

All the best with your research.

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Sure. You’re welcome to book an initial consultation with one of our Research Coaches to discuss how we can assist – https://gradcoach.com/book/new/ .

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MLA Jansen, Derek, and Kerryn Warren. “What (Exactly) Is Research Methodology?” Grad Coach, June 2021, gradcoach.com/what-is-research-methodology/.

APA Jansen, D., & Warren, K. (2021, June). What (Exactly) Is Research Methodology? Grad Coach. https://gradcoach.com/what-is-research-methodology/

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Here's What You Need to Understand About Research Methodology

Table of Contents

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

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

What is the definition of a research methodology?

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

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

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

The need for a good research methodology

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

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

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

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

What is the basic structure of a research methodology?

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

1. Your research procedure

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

2. Provide the rationality behind your chosen approach

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

3. Explain your mechanism

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

4. Significance of outcomes

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

5. Reader’s advice

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

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

6. Explain your sample space

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

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

7. Challenges and limitations

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

The importance of a good research methodology

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

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

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

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

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

Instruments you could use while writing a good research methodology

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

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

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

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

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

c. Sample Groups

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

d. Observations

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

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

Types of research methodology

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

1. Qualitative research methodology

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

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

2. Quantitative research methodology

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

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

3. Amalgam methodology

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

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

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

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

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

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

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

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

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

Frequently Asked Questions (FAQs) about Research Methodology

1. how to write a research methodology.

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

2. What are the types of research methodology?

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

• Observation
• Experimental
• Derivational

3. What is the true meaning of research methodology?

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

4. Where lies the importance of research methodology?

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

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• 6. The Methodology
• Purpose of Guide
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• Glossary of Research Terms
• Reading Research Effectively
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• Scholarly vs. Popular Publications
• Qualitative Methods
• Quantitative Methods
• Insiderness
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• Limitations of the Study
• Common Grammar Mistakes
• Writing Concisely
• Avoiding Plagiarism
• Footnotes or Endnotes?
• Further Readings
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The methods section describes actions taken to investigate a research problem and the rationale for the application of specific procedures or techniques used to identify, select, process, and analyze information applied to understanding the problem, thereby, allowing the reader to critically evaluate a study’s overall validity and reliability. The methodology section of a research paper answers two main questions: How was the data collected or generated? And, how was it analyzed? The writing should be direct and precise and always written in the past tense.

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

Importance of a Good Methodology Section

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

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

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

Structure and Writing Style

I.  Groups of Research Methods

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

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

II.  Content

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

The remainder of your methodology section should describe the following:

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

In addition, an effectively written methodology section should:

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

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

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

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

III.  Problems to Avoid

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

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

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

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

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

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

Writing Tip

Statistical Designs and Tests? Do Not Fear Them!

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

To locate data and statistics, GO HERE .

Another Writing Tip

Knowing the Relationship Between Theories and Methods

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

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

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

Yet Another Writing Tip

Methods and the Methodology

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

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

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

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What is Research Methodology? Definition, Types, and Examples

Research methodology 1,2 is a structured and scientific approach used to collect, analyze, and interpret quantitative or qualitative data to answer research questions or test hypotheses. A research methodology is like a plan for carrying out research and helps keep researchers on track by limiting the scope of the research. Several aspects must be considered before selecting an appropriate research methodology, such as research limitations and ethical concerns that may affect your research.

The research methodology section in a scientific paper describes the different methodological choices made, such as the data collection and analysis methods, and why these choices were selected. The reasons should explain why the methods chosen are the most appropriate to answer the research question. A good research methodology also helps ensure the reliability and validity of the research findings. There are three types of research methodology—quantitative, qualitative, and mixed-method, which can be chosen based on the research objectives.

What is research methodology ?

A research methodology describes the techniques and procedures used to identify and analyze information regarding a specific research topic. It is a process by which researchers design their study so that they can achieve their objectives using the selected research instruments. It includes all the important aspects of research, including research design, data collection methods, data analysis methods, and the overall framework within which the research is conducted. While these points can help you understand what is research methodology, you also need to know why it is important to pick the right methodology.

Why is research methodology important?

Having a good research methodology in place has the following advantages: 3

• Helps other researchers who may want to replicate your research; the explanations will be of benefit to them.
• You can easily answer any questions about your research if they arise at a later stage.
• A research methodology provides a framework and guidelines for researchers to clearly define research questions, hypotheses, and objectives.
• It helps researchers identify the most appropriate research design, sampling technique, and data collection and analysis methods.
• A sound research methodology helps researchers ensure that their findings are valid and reliable and free from biases and errors.
• It also helps ensure that ethical guidelines are followed while conducting research.
• A good research methodology helps researchers in planning their research efficiently, by ensuring optimum usage of their time and resources.

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Types of research methodology.

There are three types of research methodology based on the type of research and the data required. 1

• Quantitative research methodology focuses on measuring and testing numerical data. This approach is good for reaching a large number of people in a short amount of time. This type of research helps in testing the causal relationships between variables, making predictions, and generalizing results to wider populations.
• Qualitative research methodology examines the opinions, behaviors, and experiences of people. It collects and analyzes words and textual data. This research methodology requires fewer participants but is still more time consuming because the time spent per participant is quite large. This method is used in exploratory research where the research problem being investigated is not clearly defined.
• Mixed-method research methodology uses the characteristics of both quantitative and qualitative research methodologies in the same study. This method allows researchers to validate their findings, verify if the results observed using both methods are complementary, and explain any unexpected results obtained from one method by using the other method.

What are the types of sampling designs in research methodology?

Sampling 4 is an important part of a research methodology and involves selecting a representative sample of the population to conduct the study, making statistical inferences about them, and estimating the characteristics of the whole population based on these inferences. There are two types of sampling designs in research methodology—probability and nonprobability.

• Probability sampling

In this type of sampling design, a sample is chosen from a larger population using some form of random selection, that is, every member of the population has an equal chance of being selected. The different types of probability sampling are:

• Systematic —sample members are chosen at regular intervals. It requires selecting a starting point for the sample and sample size determination that can be repeated at regular intervals. This type of sampling method has a predefined range; hence, it is the least time consuming.
• Stratified —researchers divide the population into smaller groups that don’t overlap but represent the entire population. While sampling, these groups can be organized, and then a sample can be drawn from each group separately.
• Cluster —the population is divided into clusters based on demographic parameters like age, sex, location, etc.
• Convenience —selects participants who are most easily accessible to researchers due to geographical proximity, availability at a particular time, etc.
• Purposive —participants are selected at the researcher’s discretion. Researchers consider the purpose of the study and the understanding of the target audience.
• Snowball —already selected participants use their social networks to refer the researcher to other potential participants.
• Quota —while designing the study, the researchers decide how many people with which characteristics to include as participants. The characteristics help in choosing people most likely to provide insights into the subject.

What are data collection methods?

During research, data are collected using various methods depending on the research methodology being followed and the research methods being undertaken. Both qualitative and quantitative research have different data collection methods, as listed below.

Qualitative research 5

• One-on-one interviews: Helps the interviewers understand a respondent’s subjective opinion and experience pertaining to a specific topic or event
• Document study/literature review/record keeping: Researchers’ review of already existing written materials such as archives, annual reports, research articles, guidelines, policy documents, etc.
• Focus groups: Constructive discussions that usually include a small sample of about 6-10 people and a moderator, to understand the participants’ opinion on a given topic.
• Qualitative observation : Researchers collect data using their five senses (sight, smell, touch, taste, and hearing).

Quantitative research 6

• Sampling: The most common type is probability sampling.
• Interviews: Commonly telephonic or done in-person.
• Observations: Structured observations are most commonly used in quantitative research. In this method, researchers make observations about specific behaviors of individuals in a structured setting.
• Document review: Reviewing existing research or documents to collect evidence for supporting the research.
• Surveys and questionnaires. Surveys can be administered both online and offline depending on the requirement and sample size.

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What are data analysis methods.

The data collected using the various methods for qualitative and quantitative research need to be analyzed to generate meaningful conclusions. These data analysis methods 7 also differ between quantitative and qualitative research.

Quantitative research involves a deductive method for data analysis where hypotheses are developed at the beginning of the research and precise measurement is required. The methods include statistical analysis applications to analyze numerical data and are grouped into two categories—descriptive and inferential.

Descriptive analysis is used to describe the basic features of different types of data to present it in a way that ensures the patterns become meaningful. The different types of descriptive analysis methods are:

• Measures of frequency (count, percent, frequency)
• Measures of central tendency (mean, median, mode)
• Measures of dispersion or variation (range, variance, standard deviation)
• Measure of position (percentile ranks, quartile ranks)

Inferential analysis is used to make predictions about a larger population based on the analysis of the data collected from a smaller population. This analysis is used to study the relationships between different variables. Some commonly used inferential data analysis methods are:

• Correlation: To understand the relationship between two or more variables.
• Cross-tabulation: Analyze the relationship between multiple variables.
• Regression analysis: Study the impact of independent variables on the dependent variable.
• Frequency tables: To understand the frequency of data.
• Analysis of variance: To test the degree to which two or more variables differ in an experiment.

Qualitative research involves an inductive method for data analysis where hypotheses are developed after data collection. The methods include:

• Content analysis: For analyzing documented information from text and images by determining the presence of certain words or concepts in texts.
• Narrative analysis: For analyzing content obtained from sources such as interviews, field observations, and surveys. The stories and opinions shared by people are used to answer research questions.
• Discourse analysis: For analyzing interactions with people considering the social context, that is, the lifestyle and environment, under which the interaction occurs.
• Grounded theory: Involves hypothesis creation by data collection and analysis to explain why a phenomenon occurred.
• Thematic analysis: To identify important themes or patterns in data and use these to address an issue.

How to choose a research methodology?

Here are some important factors to consider when choosing a research methodology: 8

• Research objectives, aims, and questions —these would help structure the research design.
• Review existing literature to identify any gaps in knowledge.
• Check the statistical requirements —if data-driven or statistical results are needed then quantitative research is the best. If the research questions can be answered based on people’s opinions and perceptions, then qualitative research is most suitable.
• Sample size —sample size can often determine the feasibility of a research methodology. For a large sample, less effort- and time-intensive methods are appropriate.
• Constraints —constraints of time, geography, and resources can help define the appropriate methodology.

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How to write a research methodology .

A research methodology should include the following components: 3,9

• Research design —should be selected based on the research question and the data required. Common research designs include experimental, quasi-experimental, correlational, descriptive, and exploratory.
• Research method —this can be quantitative, qualitative, or mixed-method.
• Reason for selecting a specific methodology —explain why this methodology is the most suitable to answer your research problem.
• Research instruments —explain the research instruments you plan to use, mainly referring to the data collection methods such as interviews, surveys, etc. Here as well, a reason should be mentioned for selecting the particular instrument.
• Sampling —this involves selecting a representative subset of the population being studied.
• Data collection —involves gathering data using several data collection methods, such as surveys, interviews, etc.
• Data analysis —describe the data analysis methods you will use once you’ve collected the data.
• Research limitations —mention any limitations you foresee while conducting your research.
• Validity and reliability —validity helps identify the accuracy and truthfulness of the findings; reliability refers to the consistency and stability of the results over time and across different conditions.
• Ethical considerations —research should be conducted ethically. The considerations include obtaining consent from participants, maintaining confidentiality, and addressing conflicts of interest.

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Frequently Asked Questions

Q1. What are the key components of research methodology?

A1. A good research methodology has the following key components:

• Research design
• Data collection procedures
• Data analysis methods
• Ethical considerations

Q2. Why is ethical consideration important in research methodology?

A2. Ethical consideration is important in research methodology to ensure the readers of the reliability and validity of the study. Researchers must clearly mention the ethical norms and standards followed during the conduct of the research and also mention if the research has been cleared by any institutional board. The following 10 points are the important principles related to ethical considerations: 10

• Participants should not be subjected to harm.
• Respect for the dignity of participants should be prioritized.
• Full consent should be obtained from participants before the study.
• Participants’ privacy should be ensured.
• Confidentiality of the research data should be ensured.
• Anonymity of individuals and organizations participating in the research should be maintained.
• The aims and objectives of the research should not be exaggerated.
• Affiliations, sources of funding, and any possible conflicts of interest should be declared.
• Communication in relation to the research should be honest and transparent.
• Misleading information and biased representation of primary data findings should be avoided.

Q3. What is the difference between methodology and method?

A3. Research methodology is different from a research method, although both terms are often confused. Research methods are the tools used to gather data, while the research methodology provides a framework for how research is planned, conducted, and analyzed. The latter guides researchers in making decisions about the most appropriate methods for their research. Research methods refer to the specific techniques, procedures, and tools used by researchers to collect, analyze, and interpret data, for instance surveys, questionnaires, interviews, etc.

Research methodology is, thus, an integral part of a research study. It helps ensure that you stay on track to meet your research objectives and answer your research questions using the most appropriate data collection and analysis tools based on your research design.

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• Research methodologies. Pfeiffer Library website. Accessed August 15, 2023. https://library.tiffin.edu/researchmethodologies/whatareresearchmethodologies
• Types of research methodology. Eduvoice website. Accessed August 16, 2023. https://eduvoice.in/types-research-methodology/
• The basics of research methodology: A key to quality research. Voxco. Accessed August 16, 2023. https://www.voxco.com/blog/what-is-research-methodology/
• Sampling methods: Types with examples. QuestionPro website. Accessed August 16, 2023. https://www.questionpro.com/blog/types-of-sampling-for-social-research/
• What is qualitative research? Methods, types, approaches, examples. Researcher.Life blog. Accessed August 15, 2023. https://researcher.life/blog/article/what-is-qualitative-research-methods-types-examples/
• What is quantitative research? Definition, methods, types, and examples. Researcher.Life blog. Accessed August 15, 2023. https://researcher.life/blog/article/what-is-quantitative-research-types-and-examples/
• Data analysis in research: Types & methods. QuestionPro website. Accessed August 16, 2023. https://www.questionpro.com/blog/data-analysis-in-research/#Data_analysis_in_qualitative_research
• Factors to consider while choosing the right research methodology. PhD Monster website. Accessed August 17, 2023. https://www.phdmonster.com/factors-to-consider-while-choosing-the-right-research-methodology/
• What is research methodology? Research and writing guides. Accessed August 14, 2023. https://paperpile.com/g/what-is-research-methodology/
• Ethical considerations. Business research methodology website. Accessed August 17, 2023. https://research-methodology.net/research-methodology/ethical-considerations/

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Top 100 Research Methodology Project Topics

Research methodology might sound like a fancy term, but it’s simply the way researchers go about investigating a question or problem. Think of it as a roadmap for your project, guiding you through the steps to find answers. It’s crucial to pick the right methodology because it determines how you collect and analyze data, which affects the reliability of your findings. So, let’s check 100 research methodology project topics below.

Types of Research Methodologies

Table of Contents

There are mainly three types of research methodologies: quantitative, qualitative, and mixed-methods.

Quantitative Research Methodology

Quantitative research focuses on collecting numerical data and analyzing it statistically. It’s great for measuring things objectively.

For instance, if you’re studying how many people prefer coffee over tea, quantitative research can provide concrete numbers.

Qualitative Research Methodology

Qualitative research, on the other hand, dives deep into understanding people’s experiences, feelings, and behaviors. It’s like peeling an onion layer by layer to reveal the underlying emotions and motivations.

For example, if you want to explore why some students struggle with math, qualitative research can uncover personal stories and perspectives.

Mixed-Methods Research

Sometimes, researchers use a combination of quantitative and qualitative methods, known as mixed-methods research.

This approach offers a more comprehensive understanding of a topic by blending numerical data with rich narratives. It’s like having the best of both worlds.

Factors Influencing Choice of Research Methodology

Several factors influence the choice of research methodology:

• Nature of the research question: Is it about measuring something objectively or understanding complex human behaviors?
• Availability of resources: Do you have access to the tools and expertise needed for a particular methodology?
• Time constraints: How much time do you have to conduct the research?
• Ethical considerations: Are there any ethical concerns related to your research methods?

Steps Involved in Research Methodology for Project Topics

Regardless of the chosen methodology, research typically follows these steps:

• Problem Definition: Clearly define the research question or problem you want to address.
• Literature Review: Explore existing research and theories related to your topic to build a solid foundation.
• Selection of Research Design: Choose the appropriate methodology based on your research question and objectives.
• Data Collection: Gather relevant data using surveys, interviews, observations, or experiments.
• Data Analysis: Analyze the collected data using statistical tools (for quantitative research) or thematic analysis (for qualitative research).
• Interpretation of Results: Draw conclusions based on your analysis and discuss their implications.

Best Practices in Research Methodology for Project Topics

To ensure the quality and integrity of your research, follow these best practices:

• Ensuring validity and reliability of data: Use reliable measurement tools and sampling techniques to minimize errors.
• Ethical considerations in research: Obtain informed consent from participants, protect their privacy, and avoid any form of deception.
• Proper documentation and citation: Keep detailed records of your research process and cite all sources properly to avoid plagiarism.
• Peer review and feedback: Seek feedback from peers and experts in your field to improve the quality of your research.
• The impact of online surveys on response rates and data quality.
• Comparing the effectiveness of focus groups and individual interviews in marketing research.
• Analyzing the ethical considerations of using social media data for research.
• Exploring the potential of big data analytics in social science research.
• Evaluating the reliability and validity of mixed-methods research approaches.
• Examining the role of cultural sensitivity in international research projects.
• Investigating the challenges and opportunities of conducting research in conflict zones.
• Analyzing the effectiveness of different strategies for recruiting research participants.
• Exploring the use of action research methodologies in addressing real-world problems.
• Evaluating the impact of researcher bias on the research process and outcomes.
• Investigating the potential of citizen science for collecting and analyzing data.
• Exploring the use of virtual reality in conducting research studies.
• Analyzing the ethical considerations of conducting research with vulnerable populations.
• Evaluating the effectiveness of different strategies for disseminating research findings.
• Examining the role of storytelling in qualitative research.
• Investigating the use of visual methods in research, such as photography and video.
• Analyzing the challenges and opportunities of conducting longitudinal research studies.
• Exploring the use of case studies in research projects.
• Evaluating the effectiveness of different strategies for coding and analyzing qualitative data.
• Examining the role of theory in research design and analysis.
• Investigating the use of discourse analysis methodologies in research.
• Analyzing the strengths and limitations of quantitative research methods.
• Exploring the use of experimental research designs in social science research.
• Evaluating the effectiveness of different sampling techniques in research.
• Examining the role of research ethics committees in ensuring the ethical conduct of research.
• Investigating the challenges and opportunities of conducting research online.
• Analyzing the impact of social media on public perceptions of research.
• Exploring the use of gamification in research to increase participant engagement.
• Evaluating the effectiveness of different strategies for data visualization.
• Examining the role of open access in making research findings available to a wider audience.
• Investigating the challenges and opportunities of interdisciplinary research collaborations.
• Analyzing the impact of political and economic factors on research funding.
• Exploring the use of participatory action research methodologies to empower communities.
• Evaluating the effectiveness of different strategies for knowledge mobilization.
• Examining the role of research in informing policy and practice.
• Investigating the use of artificial intelligence in research methodologies.
• Analyzing the ethical considerations of using facial recognition technology in research.
• Exploring the potential of blockchain technology to improve data security and transparency in research.
• Evaluating the effectiveness of different strategies for engaging with stakeholders in research projects.
• Examining the role of reflexivity in qualitative research.
• Investigating the use of narrative inquiry methodologies in research.
• Analyzing the strengths and limitations of case studies as a research method.
• Exploring the use of secondary data analysis in research projects.
• Evaluating the effectiveness of different strategies for managing and storing research data.
• Examining the role of research assistants in the research process.
• Investigating the challenges and opportunities of conducting research in developing countries.
• Analyzing the impact of climate change on research methodologies.
• Exploring the use of citizen science for environmental monitoring.
• Evaluating the effectiveness of different strategies for conducting research with indigenous communities.
• Examining the role of research in promoting social justice.
• Investigating the historical development of research methodologies.
• Analyzing the impact of technological advancements on research practices.
• Exploring the use of mixed methods research approaches in different disciplines.
• Evaluating the effectiveness of different strategies for managing research projects.
• Examining the role of research funders in shaping research agendas.
• Investigating the challenges and opportunities of conducting research across different cultures.
• Analyzing the impact of language barriers on research communication.
• Exploring the use of collaborative online platforms for conducting research.
• Evaluating the effectiveness of different strategies for promoting research skills development.
• Examining the role of research misconduct in undermining public trust in research.
• Investigating the challenges and opportunities of conducting research with children.
• Analyzing the impact of research on mental health and well-being.
• Exploring the use of arts-based research methodologies.
• Evaluating the effectiveness of different strategies for recruiting and retaining research participants.
• Examining the role of research networks in supporting researchers.
• Investigating the challenges and opportunities of conducting research in the private sector.
• Exploring the use of open science practices to promote research transparency and reproducibility.
• Evaluating the effectiveness of different strategies for mentoring and supporting early-career researchers.
• Examining the role of research misconduct in retracting scientific articles.
• Investigating the challenges and opportunities of data sharing in research.
• Analyzing the impact of open data initiatives on scientific progress.
• Exploring the use of crowdsourcing in research to gather data and solve problems.
• Evaluating the effectiveness of different strategies for promoting research impact.
• Examining the role of alternative research metrics in evaluating the quality of research.
• Investigating the use of bibliometrics to analyze research trends and identify emerging areas.
• Analyzing the impact of research on public policy and decision-making.
• Exploring the use of participatory research methodologies to empower communities.
• Evaluating the effectiveness of different strategies for communicating research findings to the public.
• Examining the role of social media in disseminating research findings.
• Analyzing the impact of humanitarian aid on research practices in developing countries.
• Exploring the use of research methodologies to address global challenges, such as climate change and poverty.
• Evaluating the effectiveness of different strategies for building research capacity in developing countries.
• Examining the role of international research collaborations in promoting global research excellence.
• Investigating the challenges and opportunities of conducting research in the field of artificial intelligence.
• Analyzing the ethical considerations of using autonomous robots in research.
• Exploring the potential of artificial intelligence to automate research tasks.
• Evaluating the effectiveness of different strategies for mitigating the risks of bias in artificial intelligence-powered research.
• Examining the role of research in shaping the future of work.
• Investigating the impact of automation on research jobs.
• Exploring the use of new technologies to improve research efficiency and productivity.
• Evaluating the effectiveness of different strategies for developing transferable skills for researchers.
• Examining the role of lifelong learning in maintaining research expertise.
• Investigating the impact of research funding cuts on research quality and innovation.
• Exploring the use of alternative funding models, such as crowdfunding and philanthropy, to support research.
• Evaluating the effectiveness of different strategies for advocating for increased research funding.
• Examining the role of research universities in driving innovation and economic growth.
• Investigating the impact of research on social and cultural change.
• Exploring the future of research methodologies in an ever-changing world.

Examples of Research Methodology Project Topics

Here are some examples of project topics suited for different research methodologies:

Quantitative Research Topics

• The impact of social media usage on mental health among teenagers.
• Factors influencing customer satisfaction in the hospitality industry.

Qualitative Research Topics

• Exploring the experiences of first-generation college students.
• Understanding the challenges faced by small business owners during the COVID-19 pandemic.

Mixed-Methods Research Topics

• Assessing the effectiveness of a school bullying prevention program .
• Investigating the relationship between exercise habits and stress levels among working adults.

Research methodology is like a compass that guides you through the journey of inquiry. By understanding the different types of methodologies, factors influencing their choice, and best practices, you can embark on your research methodology project topics journey with confidence.

Remember, the key to successful research lies in asking the right questions and choosing the appropriate methodology to find the answers.

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Research Design | Step-by-Step Guide with Examples

Published on 5 May 2022 by Shona McCombes . Revised on 20 March 2023.

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

• Your overall aims and approach
• The type of research design you’ll use
• 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 aims and that you use the right kind of analysis for your data.

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, frequently asked questions.

• 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.

Prevent plagiarism, run a free check.

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, while 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 analysing 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, organisations, 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 generalise 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 generalise 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, behaviours, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews.

Observation methods

Observations allow you to collect data unobtrusively, observing characteristics, behaviours, 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 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 reliable and valid.

Operationalisation

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalisation 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 bias and ensure a representative sample?

Data management

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

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

Keeping your data well organised will save time when it comes to analysing them. It can also help other researchers validate and add to your findings.

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

Quantitative data analysis

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

Using descriptive statistics , you can summarise 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 analysing 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.

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

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

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

Operationalisation 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, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.

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

The research methods you use depend on the type of data you need to answer your research question .

• If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
• If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
• If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

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Research methods--quantitative, qualitative, and more: overview.

• Quantitative Research
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About Research Methods

This guide provides an overview of research methods, how to choose and use them, and supports and resources at UC Berkeley. 

As Patten and Newhart note in the book Understanding Research Methods , "Research methods are the building blocks of the scientific enterprise. They are the "how" for building systematic knowledge. The accumulation of knowledge through research is by its nature a collective endeavor. Each well-designed study provides evidence that may support, amend, refute, or deepen the understanding of existing knowledge...Decisions are important throughout the practice of research and are designed to help researchers collect evidence that includes the full spectrum of the phenomenon under study, to maintain logical rules, and to mitigate or account for possible sources of bias. In many ways, learning research methods is learning how to see and make these decisions."

The choice of methods varies by discipline, by the kind of phenomenon being studied and the data being used to study it, by the technology available, and more.  This guide is an introduction, but if you don't see what you need here, always contact your subject librarian, and/or take a look to see if there's a library research guide that will answer your question. 

Suggestions for changes and additions to this guide are welcome! 

START HERE: SAGE Research Methods

Without question, the most comprehensive resource available from the library is SAGE Research Methods.  HERE IS THE ONLINE GUIDE  to this one-stop shopping collection, and some helpful links are below:

• SAGE Research Methods
• Little Green Books  (Quantitative Methods)
• Little Blue Books  (Qualitative Methods)
• Dictionaries and Encyclopedias  
• Case studies of real research projects
• Sample datasets for hands-on practice
• Streaming video--see methods come to life
• Methodspace- -a community for researchers
• SAGE Research Methods Course Mapping

Library Data Services at UC Berkeley

Library Data Services Program and Digital Scholarship Services

The LDSP offers a variety of services and tools !  From this link, check out pages for each of the following topics:  discovering data, managing data, collecting data, GIS data, text data mining, publishing data, digital scholarship, open science, and the Research Data Management Program.

Be sure also to check out the visual guide to where to seek assistance on campus with any research question you may have!

Library GIS Services

Other Data Services at Berkeley

D-Lab Supports Berkeley faculty, staff, and graduate students with research in data intensive social science, including a wide range of training and workshop offerings Dryad Dryad is a simple self-service tool for researchers to use in publishing their datasets. It provides tools for the effective publication of and access to research data. Geospatial Innovation Facility (GIF) Provides leadership and training across a broad array of integrated mapping technologies on campu Research Data Management A UC Berkeley guide and consulting service for research data management issues

General Research Methods Resources

Here are some general resources for assistance:

• Assistance from ICPSR (must create an account to access): Getting Help with Data , and Resources for Students
• Wiley Stats Ref for background information on statistics topics
• Survey Documentation and Analysis (SDA) .  Program for easy web-based analysis of survey data.

Consultants

• D-Lab/Data Science Discovery Consultants Request help with your research project from peer consultants.
• Research data (RDM) consulting Meet with RDM consultants before designing the data security, storage, and sharing aspects of your qualitative project.
• Statistics Department Consulting Services A service in which advanced graduate students, under faculty supervision, are available to consult during specified hours in the Fall and Spring semesters.

Related Resourcex

• IRB / CPHS Qualitative research projects with human subjects often require that you go through an ethics review.
• OURS (Office of Undergraduate Research and Scholarships) OURS supports undergraduates who want to embark on research projects and assistantships. In particular, check out their "Getting Started in Research" workshops
• Sponsored Projects Sponsored projects works with researchers applying for major external grants.
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Research Methodology: An example in a Real Project

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Research is one of the means by which we seek to discover the truth. It is based upon the tacit assumption that the world is a cosmos whose happenings have causes and are controlled by forces and relationships that can be expressed as laws and principles. Discovery of these controls of nature provides us with a hunting license to search for ways of controlling our environment. To search for truth in a scientific way research methodology provides principles to refine our common beliefs through research activity that establishes rules of logical and appropriate reasoning. In order to apply the scientific research methodology properly in research work, the researcher must have a clear basic concept of research methodology & methods that will ensure to find potential research results. This paper deals with the conceptuality of the research methodology like the meaning of the research, objectives of research, motivation in research and types of research. The basic approaches to research,...

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Research is an important activity of any nation and societies for generating the information to its developments. Robust collection of qualitative information helps in the development of the any nations. Research & Development is an important tool for acquiring new knowledge in any field of human survival. Various type of problems and questions need to use research methodology depend on the rationale of researchers. How to use the research for finding answers of any research questions/problems.

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The most important of research methodology in research study it is necessary for a researcher to design a methodology for the problem chosen and systematically solves the problem. Formulation of the research problem is to decide on a broad subject area on which has thorough knowledge and second important responsibility in research is to compare findings, it is literature review plays an extremely important role. The literature review is part of the research process and makes a valuable contribution to almost every operational step. A good research design provides information concerning with the selection of the sample population treatments and controls to be imposed and research work cannot be undertaken without sampling. Collecting the data and create data structure as organizing the data, analyzing the data help of different statistical method, summarizing the analysis, and using these results for making judgments, decisions and predictions. Keywords: Research Problem, Economical Plan, Developing Ideas, Research Strategy, Sampling Design, Theoretical Procedures, Experimental Studies, Numerical Schemes, Statistical Techniques.

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A Research is defined as systematic evaluation of a general thought to find the truth through scientific method in social interest. Research is charaterized by a research question. Qualities of Researcher ✔ Finding/searching/developing/compiling something new ✔ Verifying theories or concepts or advancing old concepts ✔ Using scientific method

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There are a number of approaches used in this research method design. The purpose of this chapter is to design the methodology of the research approach through mixed types of research techniques. The research approach also supports the researcher on how to come across the research result findings. In this chapter, the general design of the research and the methods used for data collection are explained in detail. It includes three main parts. The first part gives a highlight about the dissertation design. The second part discusses about qualitative and quantitative data collection methods. The last part illustrates the general research framework. The purpose of this section is to indicate how the research was conducted throughout the study periods.

Xochitl Ortiz

The authors felt during their several years of teaching experience that students fail to understand the books written on Research Methodology because generally they are written in technical language. Since this course is not taught before the Master’s degree, the students are not familiar with its vocabulary, methodology and course contents. The authors have made an attempt to write it in very non- technical language. It has been attempted that students who try to understand the research methodology through self-learning may also find it easy. The chapters are written with that approach. Even those students who intend to attain high level of knowledge of the research methodology in social sciences will find this book very helpful in understanding the basic concepts before they read any book on research methodology. This book is useful those students who offer the Research Methodology at Post Graduation and M.Phil. Level. This book is also very useful for Ph.D. Course Work examinations.

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https://www.ijrrjournal.com/IJRR_Vol.6_Issue.3_March2019/Abstract_IJRR0011.html

International Journal of Research & Review (IJRR)

Research methodology is a way to systematically solve the research problem. It may be understood as a science of studying how research is done scientifically. In it we study the various steps that are generally adopted by a researcher in studying his research problem along with the logic behind them. It is necessary for the researcher to know not only the research methods/techniques but also the methodology. Researchers not only need to know how to develop certain indices or tests, how to calculate the mean, the mode, the median or the standard deviation or chi-square, how to apply particular research techniques, but they also need to know which of these methods or techniques, are relevant and which are not, and what would they mean and indicate and why. Researchers also need to understand the assumptions underlying various techniques and they need to know the criteria by which they can decide that certain techniques and procedures will be applicable to certain problems and others will not. All this means that it is necessary for the researcher to design his methodology for his problem as the same may differ from problem to problem.

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• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

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

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

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

Introduction

Literature review.

• Research design

Reference list

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

Table of contents

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

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

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

Research proposal length

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

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

Download our research proposal template

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See an example

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

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

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

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

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

Your introduction should:

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

To guide your introduction , include information about:

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

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

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

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

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

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

For example, your results might have implications for:

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

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

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

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

Download our research schedule template

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

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

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

To determine your budget, think about:

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

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

Methodology

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

 Statistics

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

Research bias

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

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

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

I will compare …

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

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

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

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

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

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

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

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

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

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Creative Music Research in Special Collections: Creative Music Research Examples and Methodologies

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Conceptual inspiration

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Understanding Repertoire and Playing Styles

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Improvisation and Composition

Any type of primary source can serve as an inspiration for improvisation or composition. It could be a recording, a photograph, a silent film – what ways can different medias inspire improvisation and composition?

Sampling and Production

What public domain recordings are available in the archive? How can sampling an oral history or a music recording add to the production?

Program and Album notes

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Installations and Exhibits

Multi-media installations can be a compelling way to combine primary source media with other creative content.

Creative Research Methodologies

• A Guide to archives for artists and makers from Providence Public Library A guide to using archives for artists and makers in the form of a graphic novel. Created by artist and librarian Jeremy Ferris.
• A Guide to archives for artists and makers Downloadable PDF

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This paper is in the following e-collection/theme issue:

Published on 17.4.2024 in Vol 26 (2024)

This is a member publication of University College London (Jisc)

Twitter Analysis of Health Care Workers’ Sentiment and Discourse Regarding Post–COVID-19 Condition in Children and Young People: Mixed Methods Study

Authors of this article:

Original Paper

• Macarena Chepo 1 * , RN, BSN, MPH, PhD   ; 
• Sam Martin 2, 3 * , MSc, PhD   ; 
• Noémie Déom 2 , MSc   ; 
• Ahmad Firas Khalid 4 , MD, PhD   ; 
• Cecilia Vindrola-Padros 2 , BA, MA, PhD  

1 School of Nursing, Universidad Andrés Bello, Santiago, Chile

2 Department of Targeted Intervention, University College London, London, United Kingdom

3 Oxford Vaccine Group, Churchill Hospital, University of Oxford, Oxford, United Kingdom

4 Canadian Institutes of Health Research Health System Impact Fellowship, Centre for Implementation Research, Ottawa Hospital Research Institute, Otawa, ON, Canada

*these authors contributed equally

Corresponding Author:

Sam Martin, MSc, PhD

Department of Targeted Intervention

University College London

Charles Bell House 43-45

Foley Street

London, W1W 7TY

United Kingdom

Phone: 44 (0)20 3108 3232

Email: [email protected]

Background: The COVID-19 pandemic has had a significant global impact, with millions of cases and deaths. Research highlights the persistence of symptoms over time (post–COVID-19 condition), a situation of particular concern in children and young people with symptoms. Social media such as Twitter (subsequently rebranded as X) could provide valuable information on the impact of the post–COVID-19 condition on this demographic.

Objective: With a social media analysis of the discourse surrounding the prevalence of post–COVID-19 condition in children and young people, we aimed to explore the perceptions of health care workers (HCWs) concerning post–COVID-19 condition in children and young people in the United Kingdom between January 2021 and January 2022. This will allow us to contribute to the emerging knowledge on post–COVID-19 condition and identify critical areas and future directions for researchers and policy makers.

Methods: From a pragmatic paradigm, we used a mixed methods approach. Through discourse, keyword, sentiment, and image analyses, using Pulsar and InfraNodus, we analyzed the discourse about the experience of post–COVID-19 condition in children and young people in the United Kingdom shared on Twitter between January 1, 2021, and January 31, 2022, from a sample of HCWs with Twitter accounts whose biography identifies them as HCWs.

Results: We obtained 300,000 tweets, out of which (after filtering for relevant tweets) we performed an in-depth qualitative sample analysis of 2588 tweets. The HCWs were responsive to announcements issued by the authorities regarding the management of the COVID-19 pandemic in the United Kingdom. The most frequent sentiment expressed was negative. The main themes were uncertainty about the future, policies and regulations, managing and addressing the COVID-19 pandemic and post–COVID-19 condition in children and young people, vaccination, using Twitter to share scientific literature and management strategies, and clinical and personal experiences.

Conclusions: The perceptions described on Twitter by HCWs concerning the presence of the post–COVID-19 condition in children and young people appear to be a relevant and timely issue and responsive to the declarations and guidelines issued by health authorities over time. We recommend further support and training strategies for health workers and school staff regarding the manifestations and treatment of children and young people with post–COVID-19 condition.

Introduction

More than 3 years after the outbreak of the COVID-19 pandemic [ 1 ], the social, political, and economic impact of this phenomenon has been more than significant, considering >700 million worldwide cases and nearly 7 million people’s deaths [ 2 ]. Given the scale of the phenomenon, it is imperative for all countries to thoroughly examine the lessons gleaned from the pandemic, particularly regarding a matter that has raised significant concern among the populace: the long-term effects experienced by individuals who have had COVID-19, spanning weeks, months, or even years after their initial infection [ 3 ]. This phenomenon, referred to as post–COVID-19 condition (or more commonly “long COVID”), warrants careful consideration and analysis [ 4 ].

There is increasing information regarding the clinical manifestation of this condition, particularly in the adult population. The worldwide prevalence has been estimated at approximately 50% to 70% in individuals hospitalized during acute COVID-19 infection and 10% to 12% in vaccinated cases [ 5 ]. While children and young people have a low likelihood of severe COVID-19 infection [ 6 ], the information available to date indicates that the presence of post–COVID-19 condition in this group may be as disabling as in adults, reaching a prevalence rate of 23.4% (range 3.7%-66.5%) [ 7 ].

An agreed definition by the World Health Organization indicates that post–COVID-19 condition in children and young people is a condition that occurs “in individuals with a history of confirmed or probable SARS-CoV-2 infection when experiencing symptoms lasting at least two months which initially occurred within three months of acute COVID-19” [ 8 ]. Post–COVID-19 condition strongly impacts daily functioning and can develop or continue after COVID-19 infection and may fluctuate or relapse over time [ 4 , 8 , 9 ].

Among the symptoms most frequently attributable to post–COVID-19 condition in children and young people are fatigue, altered smell or anosmia, and anxiety [ 8 ]. However, other symptoms have also been reported, such as sleep disturbances, difficulty in concentrating, abdominal pain, myalgia or arthralgia, earache or ringing in ears, mood swings, persistent chest pain, stomach pain, light sensitivity, diarrhea, heart palpitations, and skin lesions [ 8 , 10 ]. One of England’s most significant studies is the Children and Young People With Long COVID study by Stephenson et al [ 11 ]. This national research matched longitudinal and cohort studies in adolescent individuals aged 11 to 17 years and found the presence of symptoms in 35.4% of the adolescent individuals who tested positive at baseline and 8.3% who of the adolescent individuals who tested negative at baseline. A total of 3 months after testing, 66.5% of those who tested positive and 53.3% of those who tested negative had any symptoms [ 11 ]. However, Stephenson et al [ 12 ] recently indicated that in a 6-month follow-up, the prevalence of specific symptoms reported at the time of the polymerase chain reaction testing decreased over time, where, for example, the prevalence of chills, fever, myalgia, cough, and sore throat among those who tested positive decreased from 10% to 25% to <3%.

As research on the symptoms, prevalence, and treatment of post–COVID-19 condition in children and young people continues, it is essential to add to the literature by developing studies that determine the condition’s impact on this group, considering that they are experiencing a range of unwanted symptoms that disrupt their quality of life and that of their families.

Considering that listening to the voices of families and health workers could be helpful to broaden the knowledge achieved in post–COVID-19 condition in children and young people, a powerful tool could be social media, such as Twitter (subsequently rebranded as X). With >3729 million daily active users, Twitter has become one of the most important social platforms in the world [ 13 ]. People used Twitter during the COVID-19 pandemic for different purposes, such as world leaders communicating with citizens [ 14 , 15 ], organizations monitoring movement [ 16 ], scientists studying public discourse around the pandemic [ 17 , 18 ], and researchers performing sentiment analysis [ 19 - 21 ]. In the case of physicians and health care workers (HCWs), Twitter has been used to share and evaluate scientific evidence, guidelines, and technical advice [ 22 - 24 ] and track the course and burden of disease [ 25 ].

Using the social media monitoring platform Pulsar [ 26 ], we aimed to explore HCWs’ perceptions concerning post–COVID condition in children and young people in the United Kingdom between January 2021 and January 2022. We aimed to contribute to the emerging knowledge on post–COVID-19 condition in children and young people and identify critical areas and future directions for researchers and policy makers.

We considered a mixed methods approach to be a pragmatic research paradigm. We analyzed data by conducting a Collaborative and Digital Analysis of Big Qualitative Data in Time Sensitive Contexts (LISTEN) [ 27 ]. This mixed methods analysis consisted of iterative cycles intercalating team discussion and using digital text and discourse analytics tools to analyze related social media data [ 27 ]. We used the LISTEN method to perform quantitative and qualitative analyses of Twitter posts, extracted through the Pulsar platform [ 26 ], related to the experience of post–COVID-19 condition in children and young people in the United Kingdom (eg, phrases, words, hashtags, videos, and images), published between January 1, 2021, and January 31, 2022. We created an advanced Boolean search for keywords mentioning “long COVID” and corelated words, hashtags, and symptoms; furthermore, we filtered for user accounts who identified as HCWs in their Twitter biography description ( Multimedia Appendix 1 ).

Quantitative analysis of all tweets included the following: (1) engagement analysis, where we specifically measured reactions to posts, for example, a retweet, a share, or a comment or quote made toward a tweet; (2) sentiment and emotion analysis, where we measured the positive or negative sentiment in the words and tone of each post within the context of post–COVID-19 condition and HCW’s roles ( Multimedia Appendix 2 ); (3) emotion analysis, where we measured the emotions expressed in the tweets, classified as sadness, anger, disgust, fear, and joy; (4) frequency analysis, where we observed the frequency of keywords and themes in the data set; (5) segmentation analysis, where we measured the key connections or relationships between keywords and their frequent use in the same context; (6) demographic analysis, where we measured the occupation, gender (man or woman or nonbinary or unknown), and city of origin related to the users posting tweets; and (7) analyses, where we evaluated the most influential accounts and the most mentioned websites.

Big qualitative analysis was carried out through thematic discourse analysis of the data sample, using InfraNodus [ 28 ], specifically analyzing the key themes and topics of concern expressed throughout the data set. A codebook was constructed based on the mapping of themes agreed upon by 3 researchers (ND, SM, and MC; Multimedia Appendix 3 ).

The principal investigators (ND, AFK, SM, and MC) interpreted and analyzed the data collected, following the recommendations for rigorous research provided by Creswell and Poth [ 29 ]. Using the LISTEN method [ 27 ], we aimed to show that the integration of qualitative insights through thematic analysis with the quantitative backing of topic modeling can offer a comprehensive view of the discourse. This mixed methods approach allows us to capture the richness of qualitative data while leveraging the objectivity of quantitative measures. Our initial data harvest of the larger corpus data from the Pulsar platform captured 300,000 tweets; this data harvest helped to underpin the software’s sentiment analysis modeling of this specific data set, providing a robust quantitative foundation. The addition of further qualitative data analyses from a smaller qualitative sample allowed for an in-depth understanding of nuanced conversations, particularly when exploring new or complex phenomena such as post–COVID-19 condition in children and young people, with the provision of insights into the context, subtext, and sentiment behind the tweets offering valuable snapshots of public perception and discourse. We used an iterative mixed methods approach, iterating between team discussions and using digital analytics tools to discern relevant themes from the Twitter data corpus. Specifically, we used InfraNodus for thematic analysis, which incorporates a topic modeling script for analyzing and identifying key topics of concern with a data set and provides a structured and objective interpretation of the data. The coding process involved 3 independent researchers (MC, SM, and ND), each with expertise in health care, social network analysis, and digital global health. When initial coding disagreements arose, we meticulously tagged any queries and discussed the posts in question. These instances led to 3 structured meetings wherein the research team deliberated collaboratively to resolve conflicting interpretations. This approach resulted in an 81.99% (2122/2588) initial intercoder agreement rate for the tweets analyzed. For the remaining instances where consensus was not initially reached, the majority rule was applied to finalize theme codings. To quantify the reliability of our coding procedure, with 81.99% (2122/2588) of the tweets coded identically, we used the Cohen κ score, which provides a measure of interrater agreement adjusted for chance. Including the calculation of all variations, this score was calculated to be approximately κ=0.70, indicating good agreement among the coders.

Ethical Considerations

The study only collected data from publicly accessible social networks that have been anonymized by various means, particularly by replacing all usernames and links with anonymous text and summaries of tweets that have been edited, retaining the original message, avoiding direct quotations being identifiable, and ensuring that no information is provided on the identity of the individuals who posted the content studied on the platform.

Internet research requires researchers to carefully consider guidelines to determine whether ethics approval and informed consent are needed [ 30 ]. On the basis of the terms set out by the Research Ethics Committee at the University College London [ 31 ], the study was considered exempt from formal ethics approval for the following reasons: (1) study involving information freely available in the public domain, such as published biographies, newspaper accounts of an individual’s activities, and published minutes of a meeting, that although is considered personal under the Data Protection Act, would not require ethics review; and (2) study involving anonymized records and data sets in the public domain, such as data sets available through the Office for National Statistics or the UK Data Archive where appropriate permissions have already been obtained and it is not possible to identify individuals from the information provided.

Therefore, we anonymized all records and data sets collected during the study to make identification impossible. We removed social media usernames from the data samples. No direct or easily traceable quotes have been included. These measures align with best practices [ 32 - 35 ]. While this study was beyond the scope of the human ethics committee, we adhered to the principles of ethics: beneficence, nonmaleficence, autonomy, and justice [ 36 ]. We collected and analyzed data through secure encrypted servers via the Meltwater and InfraNodus platforms.

Audience Analysis

During the period from January 2021 to January 2022, we obtained 300,000 tweets from 936 accounts. After filtering for relevant posts (refer to inclusion and exclusion criteria in Multimedia Appendix 1 ), we analyzed a sample of 2588 tweets using mixed methods analysis. In terms of gender (man, woman, nonbinary, or unknown), 32.88% (851/2588) were female individuals, 23.49% (608/2588) were male individuals, and 43.59% (1128/2588) were unknown. According to the description given in the user’s biography, the most frequently self-reported terms were “NHS” (582/2588, 22.49%), “health” (230/2588, 8.89%), “medical” (168/2588, 6.49%), “nurse” (166/2588, 6.41%), “clinical” (160/2588, 6.18%), “mum” (158/2588, 6.11%), “doctor” (145/2588, 5.6%), and “GP” (145/2588, 5.6%). In terms of city, tweets came mainly from London (958/2588, 37.02%), Newcastle upon Tyne (326/2588, 12.6%), Redcar (160/2588, 6.18%), Manchester (140/2588, 5.41%), and Bradford (111/2588, 4.29%).

Regarding profession described in the user’s biography, the most frequently mentioned roles were nurses (176/2588, 6.8%); medical roles, for example, paramedic and nursing assistant (173/2588, 6.68%); clinical roles, for example, surgeon, physiotherapist, and anesthesiologist (160/2588, 6.18%); general practitioners (GPs), for example, hospital GP or local surgery GP (142/2588, 5.49%); and physician (140/2588, 5.41%). The most frequent organization affiliated with was the National Health Service (587/2588, 22.68%).

Most Influential Accounts

One of the accounts that generated the highest number of mentions and, therefore, some of the most influence, as they were the ones that talked the most about post–COVID-19 condition in children and young people, was the account for @longcovidkids (593/2588, 22.91% tweets), related to the most shared website longcovidkids.org [ 37 ] , an international UK-based charity for families and children living with post–COVID-19 condition. Although the account was created in October 2020, it was first mentioned in our data collection timeline on January 1, 2021. It offers web support services, funding, and research participation and represents children and young people living with post–COVID-19 condition in expert forums, research panels, health organizations, and parliamentary groups. The other most shared web pages were theguardian.com (the United Kingdom) [ 38 ], bbc.co.uk (the United Kingdom) [ 39 ], peoplewith.com (the United States) [ 40 ], and ncbi.nlm.nih.gov (the United States) [ 41 ]. This shows that in the United Kingdom, there was a mixed influence of UK and US link resources linked to HCW Twitter users in the United Kingdom.

Keyword Analysis

The volume of social media engagement in the discussion about the post–COVID-19 condition experience in children and young people in the United Kingdom reached 1400 posts, 1550 engagements, and 1.9 million impressions. Overall, comments were very responsive to government decisions regarding the vaccination program and school closures ( Multimedia Appendix 4 ). During the first peak of comments in January 2021, the amount of discourse expanded leading up to March 2021, when there were different announcements of school closures, and the guidelines were delivered regarding the priority groups of the vaccination program (frontline HCW and people aged >80 years first). The highest engagement was between June and July 2021, which coincides with the government announcement regarding the availability of vaccines for people aged >18 years. The third peak of comments occurred in September 2021, the same month the authorities announced the extension of the vaccination program to children aged 12 to 15 years.

Top Keywords Analysis

The top words in posts associated with children and young people’s experience of post–COVID-19 condition in the United Kingdom were “Children” (352/2588, 13.6%), “kids” (160/2588, 6.18%), “people” (158/2588, 6.11%), “Young” (148/2588, 5.72%), and “schools” (83/2588, 3.21%). The top hashtags were #longcovid (1387/2588, 53.59%), #longcovidkids (448/2588, 17.31%), #covid19 (370/2588, 14.3%), and #covid (176/2588, 6.8%).

Sentiment and Emotions Analysis

According to sentiment analysis, 99.38% (2572/2588) of the posts reflected negative sentiments and 0.62% (16/2588) reflected positive sentiments. Negative sentiments were mainly associated with comments on hospitalization figures related to the COVID-19 pandemic, criticism of pandemic mitigation policies, and vaccination of children and young people. Furthermore, positive sentiments mainly concerned acknowledgments around decreasing numbers of community support groups.

The primary emotions identified were as follows:

• Sadness (1752/2588, 67.7%), such as in the following tweet:

@[Username] Really upset, after my tough on-call last night. Hospitalisations are still going up, and Gov announcement minismises the effect of long-COVID in adults and children. It’s so hard to keep spirits up today. But we’ll try and continue doing our best in the NHS.

• Joy (367/2588, 14.18%), such as in the following tweet:

@[Username] It’s been an amazing day! [...] I’ve been able to share the experience I’ve gained treating children and adolescents with Long COVID over the last year.

• Fear (233/2588, 9%), as seen in the following tweet:

@[Username] It’s really urgent that young people get the message that they need to get vaccinated. Long COVID is ruining many people’s lives! It’s not a lie or hypochondria, there are real, physiological changes, please understand!

Segmentation Analysis

This analysis revealed the critical clusters of conversation around the main topics of concern within the discourse network around post–COVID-19 condition. Comments were distributed in 4 key conversation segments as follows:

• People, schools, and prevention (1734/2588, 67%): Most of the comments related to measures taken in terms of COVID-19 prevention in schools, concern about the risk of exposure, and sharing experiences of infection in schools.
• Health, adults, and impact (401/2588, 15.49%): Comments mainly reflected concerns and uncertainty about the long-term effect of post–COVID-19 condition on both children and young people and adults.
• Cases, virus, and risk (326/2588, 12.6%): Comments reflected worries about the associated risks and long-term consequences attributable to post–COVID-19 condition (in both adults and children and young people) and the constant mutation of the virus, which will create a permanent risk in the population.
• Months, distress, and symptoms (106/2588, 4.1%): Some HCWs used Twitter to share how children and young people experience post–COVID-19 condition and the extent of these symptoms. Some HCWs exemplified certain typical manifestations, such as fatigue.

Discourse Analysis by Theme

To better understand the topics discussed from the segmentation analysis, we performed a discourse analysis of the key co-occurring themes and topics of concern shared within discussions regarding post–COVID-19 condition in children and young people. The following themes emerged ( Textbox 1 ): concern or uncertainty for the future, school attendance, mask protection from COVID-19, vaccine uptake, infection rates, policy (support or skepticism), understanding and visualizing symptoms, child mental health, access to care, community support, and research ( Figures 1 and 2 ).

• Concern for the future or uncertainty (615/2588, 23.76% tweets): Most comments showed a concern for the future, focusing on shared statistics regarding the rate and spread of infection in children and young people and how this would affect future health outcomes. Furthermore, this group expressed concern regarding political decisions; the presence of illness in loved ones; the eventual overload and response capacity of the health system in the face of an increase in post–COVID-19 condition cases; and the need for training of health care workers (HCWs) to deal with comorbid, potentially long-term symptoms ( Figure 1 A).
• Schools (460/2588, 17.77% tweets): Comments aimed to promote vaccination policies for schoolchildren and flexible measures regarding teachers’ work and attendance, considering cases of people with prolonged symptoms. In addition, several tweets expressed dissatisfaction with school risk mitigation measures, such as the use of face masks and air filters ( Figure 1 B).
• Vaccine (386/2588, 14.9% tweets): Most tweets from this group showed their disapproval of the constant changes in the government’s decisions regarding schools and priority groups for vaccination. Between March and June 2021, the first set of tweets criticized the lack of priority in the vaccination program for schoolchildren and other at-risk groups (such as teachers). Once the authorities announced a vaccination program for schoolchildren aged 12 to 15 years ( Multimedia Appendix 4 ), most comments promoted vaccination for this group. A few comments (78/2588, 3.01%) shared concerns about the vaccine’s efficacy for children, based on the experiences of COVID-19 reinfection in adults despite having received the recommended initial doses. However, to a lesser extent (26/2588, 1%), there was a refusal to vaccinate children, citing fear of possible adverse effects. Nonetheless, it is worth noting that the community frequently refuted such comments ( Figure 1 C).
• Share statistics (334/2588, 12.91% tweets): Frequently, HCWs shared statistical data, such as the number of affected children and young people, the number of post–COVID-19 condition cases, and hospital admissions and deaths. Some of these data were used to validate the existence of the post–COVID-19 phenomenon or to express concern about it ( Figure 1 D).
• Policy (316/2588, 12.21% tweets): The comments were responsive to the policies emanating from the authorities over time ( Multimedia Appendix 4 ). There were 5 main criticisms, including changes in school closure or opening policies; HCWs question why the authorities ignore the evidence of post–COVID-19 cases in children and young people, leading them to question whether decision makers have sufficient training to control the pandemic adequately; the failure to include teachers and school workers in the COVID-19 vaccination program as well as the younger population; the lack of mitigation measures in schools, such as improvements in ventilation systems and mandatory use of masks; and the herd immunity as a plan in the government’s hidden agenda , that is, to promote work and activate the economy ( Figure 1 E).
• “Proof” (280/2588, 10.82% tweets): Most tweets in this group argued regarding the existence of children and young people with post–COVID-19 condition through pictures; statistics; scientific papers; and personal, family, and professional experiences ( Figure 1 F).
• Signs and symptoms (189/2588, 7.3% tweets): Among the symptoms described, chronic fatigue and exhaustion were the most frequent symptoms, which prevent normal activities. Other symptoms were respiratory: dyspnea, chronic cough, and shortness of breath; gastrointestinal: acute or intense abdominal pain, nausea, bloating, gastroparesis, and change in smell or taste; muscular: severe joint pain, “painful foot” and difficulty with physical activity; mental health: anxiety and low mood; topical: rash, skin rashes, and redness and pain in the eyes; and nonspecific symptoms, such as chest pain, heart palpitations, constant high body temperature, precocious puberty, hormonal changes, and erectile dysfunction ( Figure 2 A).
• Face masks (119/2588, 4.6% tweets): Face masks were widely promoted, especially in schools, because HCWs considered them as a practical and straightforward strategy to control the pandemic ( Figure 2 B).
• Skepticism (101/2588, 3.9% tweets): Comments showed reticence toward post–COVID-19 condition in children and young people. Some of the arguments focused on a perceived lack of clarity in the clinical manifestations and stressed the need to better differentiate the post–COVID-19 condition from other related symptomatologies, such as mood disorders (eg, depression and anxiety due to confinement). In contrast, several arguments agreed on the need for more scientific evidence, arguing that post–COVID-19 condition in children and young people are isolated. Other users claimed not to know of such cases instead of calling post–COVID-19 condition in children and young people SMS text message an exaggeration. In addition, several arguments favored releasing restrictions for children and young people, particularly arguments related to the use of masks, because of possible associated risks, for example, hypoxia ( Figure 2 C).
• Mental health (54/2588, 2.09% tweets): Symptoms attributable to mental health problems in children and young people were also a concern. For instance, HCWs mentioned sadness, fear of infecting their family, anxiety regarding sick parents, stress, night terrors, self-harm, and suicidal ideation. Furthermore, users discussed a perceived lack of specific support for children and young people and their families in situations such as hospitalization; prolonged COVID-19 condition; admission to intensive care; and death of a family member, schoolmate, or teacher, all situations that triggered permanent stress in these groups ( Figure 2 D).
• Community support or asking for advice (93/2588, 3.59% tweets): Some HCWs used Twitter to ask for guidance on a specific issue or share experiences of having post–COVID-19 condition or caring for children and young people or family members. Furthermore, they shared informative infographics provided by experts regarding post–COVID-19 condition in children and young people ( Figure 2 E).
• Access to health care or treatment (72/2588, 2.78% tweets): Some HCWs mentioned the lack of specialist (cardiology) support, concerns regarding prolonged National Health Service burnout, and criticisms regarding how follow-up was carried out concerning the relative symptomatology of children and young people with post–COVID-19 condition. At the same time, opening new centers for children and young people with post–COVID-19 condition generated different reactions. On the one hand, some HCWs recognized it as a substantial development, but on the other hand, some HCWs recognized it as proof of the existence of post–COVID-19 condition in children and young people, which raised concerns for the future ( Figure 2 F).
• Research (52/2588, 2% tweets): Under this theme, tweets largely promoted study on post–COVID-19 condition in children and young people or highlighted the need for further study on the subject ( Figure 2 G).
• Images (57/2588, 2.2% tweets): Images shared were primarily from scientific studies, including infographics (from organizations such as National Health Service or @LongCovidKids) and visualization of children and young people’s symptoms, such as rashes, COVID-19 toe, and joint pain. Most infographics shared by organizations (and not individuals), such as the organization LongCovidKids, were related to statistics, such as the number of children and young people with post–COVID-19 condition or the quantification of the type of symptoms experienced. Shared photographs tended to show the more “visually recognizable” symptoms of post–COVID-19 condition, such as skin lesions, rashes, or inflammation. The less visible symptoms, such as chronic fatigue and neurological issues, were represented with photographs of children and young people lying, sleeping under blankets, or duvets or on hospital beds ( Figure 2 H).

Principal Findings

Our primary objective was to explore HCWs’ perceptions concerning post–COVID-19 condition in children and young people in the United Kingdom between January 2021 and January 2022. Our findings indicated that comments made by HCWs on Twitter were responsive to announcements issued by authorities regarding the management of the COVID-19 pandemic in the United Kingdom and associated regulations on the operation of schools. The most frequent feelings and emotions were negative, mainly sadness. In turn, we identified relevant themes for HCWs, such as uncertainty or concern about the future; policies; and regulations for the prevention, management, and addressing both COVID-19 and post–COVID-19 condition in children and young people; vaccination; and the use of Twitter as a strategy to share scientific literature, management strategies, and clinical and personal experiences.

Concern from HCWs regarding the policies for addressing the COVID-19 pandemic in the children and young people in the United Kingdom (including vaccination and schools) was a recurring theme in our findings. Furthermore, concern regarding the side effects of the COVID-19 vaccine and how the vaccine might interact with preexisting physiological symptoms of post–COVID-19 condition in children and young people was a topic of discussion. Similarly, the constant change in policy making in the United Kingdom, as public health bodies and governments have tried to understand and adapt to the emergence of post–COVID-19 condition, have added to the strength of this ongoing debate [ 42 ]. The lack of up-to-date evidence on post–COVID-19 condition in children and young people prompted HCWs to rely on Twitter during the pandemic to communicate relevant information. Twitter has a broad audience reach; is used as a communication tool by politicians, health bodies, and other key influences; and facilitates real-time updates [ 43 ]. During the pandemic, HCWs, primarily those in frontline roles and local response coordination, have often been challenged to become credible spokespersons for pandemic information [ 44 ]. Such credibility directly influences public confidence and decision-making, ultimately determining the success or failure of a public health intervention [ 43 ].

Furthermore, failures in risk communication could explain the presence of uncertainty and negative feelings associated with school regulations. When people are upset, distressed, or fearful, they often do not trust the authority, decrease the perceived validity of the communication received, and find information processing difficult [ 45 ]. In this regard, Fotheringham et al [ 46 ] indicated that during 2020, school leaders in the United Kingdom faced pressures and challenges related to translating and enacting school policies, particularly with the perceived lack of agency shared by the government concerning being able to translate centrally issued guidelines. In turn, Tomson et al [ 47 ] reported that the pandemic has negatively impacted the well-being of leaders in all types of schools and across all demographic groups, affecting their ability to think clearly and solve work-related problems. Given that the protection and care of children and young people health during the COVID-19 pandemic ultimately rests with school leaders, the search for support strategies that focus on the needs of these groups becomes an urgent necessity.

Findings in Relation to Other Studies

Using Twitter’s information, this is one of the first studies to capture health professionals’ perceptions of prolonged COVID-19 in the children and young people in the United Kingdom. However, other studies have addressed post–COVID-19 condition on this social network. Callard and Peregov [ 48 ] reviewed how, through social platforms such as Twitter, patients made the persistence and heterogeneity of COVID-19 symptoms visible, thus catapulting the inclusion of post–COVID-19 condition as a relevant phenomenon in clinical and policy debates. In contrast, other authors in the last 2 years have explored on various platforms (including Twitter) the persistence of symptoms and emotional impact after months of suspected and confirmed diagnosis of COVID-19 [ 49 - 55 ], including the period of vaccination. Furthermore, others have explored web discussions regarding this phenomenon [ 56 ]. Several of these authors agree on a perceived lack of support and specific resources from governmental bodies, a lack of information or clarity in the instructions given, and the absence of formal mechanisms to allow the voices of patients and the community to be heard. The above point is critical as it highlights the gap between the needs of the population and the response provided by policy makers, which not only translates into a gap in access to health services but also limits citizen participation in decision-making on the issues that affect their own health and increases distrust toward regulations and instructions issued by the government.

Implications for Policy and Practice

Several policy recommendations and implications are targeted at various stakeholders to consider while implementing future policy guidelines to address post–COVID-19 health care delivery. First, policy makers should consider investing appropriate resources to collect data regarding post–COVID-19 condition in children and young people, specifically on the impact of COVID-19 on the mental health of children and young people. This implies working closely with researchers to streamline data collection and reporting on post–COVID-19 condition. Second, policy makers should consider providing a basic level of psychosocial support with access to quality mental health and psychosocial support services for HCWs, school staff, parents, and children and young people experiencing post–COVID-19 condition. This implies strengthening health systems, community-based programming, and mobilization. Policies must include documenting the impact of mental health and psychosocial support interventions and innovative approaches to be more widely disseminated and scaled up across different contexts and target population groups. Third, to address the criticism around frequent changes in school closure and opening policies, decision makers should develop clear, easy-to-understand school mitigation plans informed by the best available evidence. The plans should incorporate teachers, school workers, and parents to ensure all voices are included in the policy plan. Fourth, policy makers should adopt a shared decision-making approach incorporating HCWs in the decision-making process for managing the COVID-19 pandemic. Finally, government decision makers should set post–COVID-19 pandemic recovery policies informed from a health equity perspective and how this affects children and young people living with post–COVID-19 condition, factoring in childhood, family income, housing, domestic violence, access to health care, and racism.

In terms of the needed clearer road map for recommendations to support training strategies for HCWs and school staff regarding post–COVID-19 condition in children and young people, we have outlined the following 10 steps.

Step 1: Data Collection and Analysis

Our study underlines the critical need for comprehensive data on post–COVID-19 condition’s impact on the mental health of children and young people. As a first step, it is recommended that policy makers should allocate resources for the systematic collection and analysis of data on post–COVID-19 condition in children and young people, particularly focusing on mental health outcomes. These data should be used to identify the most prevalent symptoms and the most effective treatment strategies. In this context, it is recommended that experts emphasize the importance of early detection and medical consultation for mental health issues in children and young people diagnosed with post–COVID-19 condition, including mood changes, irritability, social withdrawal, memory problems, difficulty in concentrating, anxiety, depression, posttraumatic stress, school absenteeism, and suicidal ideation [ 57 , 58 ]. This entails working closely with researchers to streamline data collection and reporting on post–COVID-19 condition.

Step 2: Psychosocial Support Framework

It has been noted that globally, programs for managing post–COVID-19 condition in children and young people are heterogeneous, ranging from the use of physiotherapy, pediatric occupational therapy, and psychological support to interventions aimed at lifestyle modifications [ 59 ]. This diversity could impact differential outcomes in the treatment, recovery, and timely and effective rehabilitation of children and young people with post–COVID-19 condition. Upon analyzing the wider literature and the social media data in this study, it is recommended that a basic level of psychosocial support should be established. This would involve ensuring access to quality mental health services for HCWs, school staff, parents, and children and young people with post–COVID-19 condition. This framework should be integrated into the health system and community-based programming, emphasizing the mobilization of resources and strengthening of support networks. It is suggested that the psychosocial support framework should facilitate access to quality mental health services and support networks that are robust and responsive. Community engagement gleaned from further Twitter discourse analysis should be a helpful guide in the development of these services to ensure they meet the real and expressed needs of children and young people with post–COVID-19 condition. Practical examples of basic psychosocial support include using web support services; individual or group therapy sessions; school-based emotional support programs; and counseling sessions aimed at parents, family members, or school staff.

Step 3: Educational Mitigation Plans

The frequent policy changes around school closures highlight the necessity for stable and clear educational mitigation plans. It is recommended that these plans should be directly informed by the evidence collected and further analysis of sentiments and emotions surrounding post–COVID-19 condition in schools. Incorporating the viewpoints of teachers, parents, and school staff, as identified in our thematic analysis, will ensure that the mitigation strategies are comprehensive, feasible, and sensitive to the psychosocial impact on children and young people. School staff and policy makers should collaborate to develop clear, evidence-informed educational mitigation plans. These plans should be straightforward and involve teachers, school workers, and parents in their creation, ensuring a unified approach that considers the voices of all stakeholders.

Step 4: Shared Decision-Making in Health Care

In health care settings, the adoption of a shared decision-making model is crucial, enabling HCWs to actively contribute to the formulation of COVID-19 and post–COVID-19 policies. This inclusive approach ensures that frontline workers can provide valuable insights toward policy development. To facilitate this, the establishment of advisory committees composed of representatives from HCWs is recommended. This committee can convene regularly to deliberate on key decisions pertaining to the COVID-19 pandemic management, including prevention measures, resource distribution, and vaccination strategies. Such collaborative groups have demonstrated effectiveness in identifying priority needs within the context of a pandemic [ 60 ].

Step 5: Health Equity in Policy Setting

Post–COVID-19 recovery policies should be set with a health equity lens. This means considering factors such as family income, housing, domestic violence, access to health care, and racism and how these factors affect children and young people living with post–COVID-19 condition. Our findings emphasize the importance of framing post–COVID-19 recovery policies through a lens of health equity. The concerns raised by HCWs regarding the socioeconomic impacts, such as family income and access to health care, underline the need for policies that address not just the medical aspects of post–COVID-19 condition but also the social determinants of health. An equitable approach will ensure that children and young people from diverse backgrounds receive appropriate support.

Step 6: Documenting and Disseminating Interventions

It is vital to document the impact of mental health and psychosocial support interventions. In this context, it is crucial to implement innovative strategies to disseminate unbiased information about post–COVID-19 condition among health care professionals and educators working with children and young people, ensuring it reaches different contexts and populations. These strategies may include creating interactive multimedia resources, such as videos and mobile apps; organizing webinars; actively using social media; and forming web support groups. These groups will provide a space where patients, health care professionals, and educators can share their experiences and knowledge regarding post–COVID-19 condition. These actions will not only help reduce isolation and social stigma but also strengthen support for these groups considered vulnerable [ 61 ].

Step 7: Developing a Clear Communication Strategy

Policy makers must develop a clear communication strategy to address frequent policy changes and mitigate confusion. This strategy should be informed by the data collected and analysis conducted in Step 1. The data reveal a palpable sense of uncertainty and frustration due to frequent policy shifts, underscoring the need for a clear and consistent communication strategy. This strategy should be grounded in the evidence gathered from the health care community’s discourse and aim to minimize confusion by providing timely, transparent, and reliable information regarding post–COVID-19 policies and support services.

Step 8: Training and Support Strategies

On the basis of the findings of the comprehensive data analysis, specific training and support strategies should be developed for HCWs and school staff. These strategies should be focused on the practical aspects of identifying and managing post–COVID-19 condition in children and young people. For instance, training sessions could include practical workshops on recognizing post–COVID-19 symptoms in children and adolescents, conducting diagnostic assessments, and implementing appropriate treatment and support interventions.

Step 9: Continuous Feedback and Policy Adaptation

The continuous evolution of the post–COVID-19 phenomenon demands an iterative approach to policy making. On the basis of our study, we recommend establishing feedback mechanisms with HCWs and school staff to monitor the reception and effectiveness of implemented policies. This feedback, coupled with ongoing research, should inform policy adaptations to ensure they remain aligned with the evolving landscape of post–COVID-19 condition and its impact on children and young people.

Step 10: Evaluation and Research

Finally, there should be a commitment to ongoing evaluation and research. This will involve not only monitoring the implementation of the abovementioned steps but also supporting new research to fill any remaining gaps in understanding the long-term effects of COVID-19 on children and young people.

This sequence of steps is designed to be iterative and responsive, ensuring that the recommendations from the study are translated into concrete actions that adapt to emerging data and research findings.

Strengths and Limitations

A key strength of this study is that our social media analysis of post–COVID-19 condition contributes toward an emerging understanding of reported experiential, emotional, and practical dimensions of post–COVID-19 condition in children and young people specifically and questions of vaccine hesitancy in children and young people with post–COVID-19 condition. This is one of the few studies to collect HCWs’ perceptions regarding post–COVID-19 condition in children and young people in the United Kingdom using information from Twitter. We identify key areas that need considering attention and focus, such as the provision of psychosocial support with access to quality mental health resources to alleviate the impact of post–COVID-19 condition in children and young people and the development of clear post–COVID-19 pandemic recovery guidelines that are informed by health equity perspective, and how this affects children and young people living with post–COVID-19 condition.

One of the limitations this study acknowledges is the definition of post–COVID-19 condition in children and young people. When data were collected, the lack of consensus on the definition of post–COVID-19 condition in children and young people forced us to formulate a definition of post–COVID-19 condition in children and young people based on the available literature. Furthermore, this study is limited to the perceptions of people who used descriptors in their web biography attributable to HCWs; therefore, our results only represent some HCWs in the United Kingdom and those in other countries. In turn, this research collected data from Twitter only; therefore, further inquiry into HCWs’ perceptions of post–COVID-19 condition in children and young people required expanding to other data sources or social networks and including languages other than English. We acknowledge that demographic factors, geographic location, and individual daily activities of social media users can significantly influence language use and word choice, introducing potential biases in tweet-based data. Such biases are inherent in any analysis of social media content and can affect the generalizability of findings. For instance, our study relies on Twitter data, which do not encompass the full spectrum of global or the UK public opinion on post–COVID-19 condition in children and young people. While Twitter serves as a valuable platform for capturing real-time sentiments and experiences, it is not fully representative of all demographics and geographic regions. Our results may reflect the perspectives of more vocal or active social media users, which may not correspond to the silent majority or those without access to social media. In addition, the absence of geotagged information for many users limits our ability to conduct a more nuanced spatial analysis of the sentiments expressed.

Furthermore, our study is built upon the recognition that social media data may overrepresent certain demographic groups while underrepresenting others, such as the older population or those without reliable internet access. This skew can influence the apparent prevalence of certain views or experiences of post–COVID-19 condition. Moreover, individuals’ patterns of daily life, reflected in their social media use and content, contribute additional layers of complexity and potential bias to the discourse analyzed.

Consistent with scholarly precedents on the subject [ 62 , 63 ], our study acknowledges these biases as intrinsic limitations of social media–based research. Although our analysis did not control for these factors, we recognize their potential impact on our results. Future studies would benefit from incorporating a broader array of data sources, including interviews or focus groups, to provide a more representative and comprehensive understanding of post–COVID-19 condition in children and young people. This approach would complement our Twitter-based findings and help mitigate the biases inherent in social media data.

Conclusions

More than a year after the start of the COVID-19 pandemic, the perceptions described on Twitter by HCWs concerning the presence of post–COVID-19 condition in children and young people appear to be a relevant and timely issue as well as very responsive to the declarations and guidelines issued by the health authorities over time. The most prominent group within the discourse studied was the activist or lobbying organization @LongCovidKids, which shared the most tweets and images over the period studied. We recommend that future research focus on how web health activism is organized and carried out for children and young people with post–COVID-19 condition. Such a strategy would allow for a better understanding of the scope and impact of this phenomenon and how it can influence decision-making. Furthermore, we suggest different mitigation strategies, support, and training of HCWs and school staff regarding manifestations and treatment of post–COVID-19 condition in children and young people across all demographic areas.

Acknowledgments

The authors would like to thank the Rapid Research Evaluation and Assessment Lab, Department of Targeted Intervention, University College London, London, United Kingdom, whose support has been essential for developing this project.

Conflicts of Interest

None declared.

Filters used for the search strategy on Twitter.

Sentiment analysis framework: attitudes toward post–COVID-19 condition in children and young people.

Theme codebook: examples of tweets that fit into main themes tagged for mention of children and young people with post–COVID-19 condition.

Timeline of national governmental policies and guidelines regarding children and young people.

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Abbreviations

Edited by A Mavragani; submitted 20.06.23; peer-reviewed by R Gore, A Wahbeh; comments to author 02.11.23; revised version received 14.02.24; accepted 08.03.24; published 17.04.24.

©Macarena Chepo, Sam Martin, Noémie Déom, Ahmad Firas Khalid, Cecilia Vindrola-Padros. Originally published in the Journal of Medical Internet Research (https://www.jmir.org), 17.04.2024.

This is an open-access article distributed under the terms of the Creative Commons Attribution License (https://creativecommons.org/licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium, provided the original work, first published in the Journal of Medical Internet Research, is properly cited. The complete bibliographic information, a link to the original publication on https://www.jmir.org/, as well as this copyright and license information must be included.

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Project Management

10 executive summary examples and how to write one yourself (with ai).

February 14, 2024

In a world where people have the attention span of a goldfish (or less), we don’t make time to read long, detailed documents unless they are valuable to us. So, how do we convince the reader that the document is valuable? That’s where the executive summary comes in.

What is an Executive Summary?

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An executive summary is a shorter version of a longer corporate document. It summarizes the salient points of a business plan, proposal, or report so executives can get the gist and read further about what matters to them.

In other words, the tl;dr (too long; didn’t read) version.

A typical executive summary includes:

• Problem statement
• Proposed solution
• Expected outcomes

This might vary depending on what you write an executive summary for. Let’s take the example of a project report. You might have to replace the proposed solution and expected outcomes with execution solutions and actual outcomes achieved, respectively. Or, if you’re writing a business plan, research proposal, or market analysis, you might include your methodology, too.

Now that you know the purpose of an executive summary, let’s see how to write one.

How to Write Executive Summaries and Examples

While an executive summary is just a condensed version of a longer report, it isn’t easy to write. It needs to capture the essence of the report, outline the salient points, and tell a story as compelling as the full report. Here are some ways you can achieve that.

Just stating facts and data wouldn’t be a compelling read for anyone. So, identify the story that really impacts people’s lives. While industry terms like workflow optimization or cost control capture people’s attention, they don’t tell the real story behind your efforts. Focus on the latter.

If you’re writing the project executive summary in software development, you might begin with what matters to the reader as follows.

In 2020, the retail major was managing its inventory on spreadsheets. So, whenever a customer asked whether a product was in stock, a staff member had to walk across the 5000 sq. ft. store to check, often with the customer in tow. The new ABC digital inventory management system records stock in and out online in real time. The staff member can check and confirm in a flash. More pertinently, the customers themselves can check at any of the 25 kiosks throughout the store.

While the story is more important, data isn’t useless. Accurate and relevant data helps establish credibility. Your next section might say the following in the ABC digital inventory management system example.

Since the implementation of the ABC inventory management system, the retail major has seen: 85% decrease in time taken to check stock 75% decrease in time taken to find where stock is placed

The data demonstrates that there has been real improvement. However, for the reader to understand its impact, you must explain the benefits. This can be done with real-life scenarios or even quotes. For example,

Adrian, the customer service manager at the Central Park store, says, “Now, from anywhere—a kiosk, the checkout counter, or my mobile phone—I can quickly check stock and confirm we have the products the customer needs. I see that customers are delighted at getting their answers instantly.”

You can also use data to do this. For example, you can explain how the decreased time taken to check stock has increased staff productivity, customer satisfaction, or company revenue. Or you can include your suggestions here. Based on your observations, explain the process improvement methodologies you recommend.

This is the time to complete the story. Here, talk about how your project has delivered the changes in the present and sets up for an even more prosperous future. This could be something like:

The ABC inventory management system marks the first step in the retail major’s digital transformation journey. By Q2 next year, we will link the store solution to the e-commerce inventory platform to give 360-degree visibility into the stock situation. This would also enable a new sales channel in the form of Buy Online, Pick Up in Store (BOPIS), enabling same-day fulfillment.

While you write your executive summary, here are some best practices to remember.

Keep it short and simple : The length might depend on the report you’re summarizing, but it’s best to keep it under one page for quick reading. Also, avoid cliches and jargon; make it easy to read. A quick business plan under one page is the best first impression you can make.

Focus on the target audience : Not all executive summaries are read by business executives. Often, you might want to address your summary to peers, vendors, partners, or even teens. Know your target audience and customize your executive summary accordingly.

Use the right tool : You can, of course, use Notepad or Word doc to write your executive summaries. But give it a boost with modern document software like ClickUp Docs .

• Use rich formatting features without jumping through hoops
• Style the critical information with color-coded banners, buttons, and more
• Collaborate in real time with comments, action items, and trackable tasks
• Securely share with anyone with appropriate access controls

Pick a suitable template : If it’s your first time writing an executive summary, we’ve got your back. Fire up one of ClickUp’s executive summary templates or content writing templates , and kickstart your work.

Get the AI boost : If you’ve thoughtfully created your report, you can write your executive summary much quicker with one of the many AI writing tools . For instance, ClickUp AI offers a single-click summarize option right on ClickUp Docs.

What’s more? ClickUp AI supports you in brainstorming new ideas, writing the first drafts of your executive summaries, and proofreading them for good measure.

10 Executive Summary Examples

Now that we have discussed the theory of executive summary writing, let’s look at some examples to see what it looks like in practice. Here are ten to learn from or emulate.

Periodically, the board would expect to see a report on the organization’s performance. Various departments typically write their reports, which are consolidated into a board report. An effective executive summary of this would include the following.

• Revenue and expenditure
• Key areas of focus
• Critical success factors
• Financial information
• Challenges and roadblocks

This ClickUp Board Report Summary Template brings all these aspects together to get you started on your executive summary right away. You can customize this free executive summary template to suit your needs and fill in the data as appropriate.

McKinsey, one of the world’s leading consulting firms, publishes dozens of research reports annually. For every one of them, they write executive summaries, often called ‘in brief.’

In this report titled, ‘ Performance through people: Transforming human capital into competitive advantage ,’ the executive summary takes a two-pronged approach. It presents key insights in text on one page and data in infographics on the next.

Insights in text : The report begins by directly addressing the primary purpose of the research. Below are the first few sentences.

How does developing talent affect financial returns for firms? This research finds that companies with a dual focus on developing human capital and managing it well have a performance edge.

This section summarizes the key insights from the research. The headlines of each section are presented in bold, making it easy for the reader to skim.

Data in visuals : The text section is followed by an infographic of the key findings from the data. Within one page, it presents all the graphs relevant to the reader engagingly.

Within two pages, McKinsey gives the reader a bird’s eye view of what to expect, customized for the target market, from the 40-page document.

You can read the executive summary of this report on McKinsey’s website .

The Adaptation Gap Report 2023 by the United Nations Environment Programme is a 112-page report with a rather detailed executive summary, stretching eight pages. The depth of information and seriousness of the topics covered demand an extended executive summary.

Yet, the writers make every effort to make it engaging with a combination of typography, design, and graphs. It begins with the following.

Despite the clear signs of accelerating climate risks and impacts worldwide, the adaptation finance gap is widening and now stands at between US$194 billion and US$366 billion per year. Adaptation finance needs are 10–18 times as great as current international public adaptation finance flows – at least 50 percent higher than previously estimated.

In the following pages, it presents graphs to demonstrate the underpinnings of these key findings.

Every project manager creates performance reports at the end of each week, month, or quarter. This typically includes the tasks tracking , burn up, burn down, hours spent, etc.

While this can be written down in a list, presenting this information as a slide with visual elements is far more effective.

One way to achieve this is to use ClickUp’s project summary templates , which offer custom-designed templates for various project management purposes.

The other way is to use the dynamic reports on the ClickUp Dashboard , which brings together all the key metrics and keeps them updated in real time for you to share with anyone you’d like to.

Human resources or people management teams create payroll reports, typically in spreadsheets, for every payment period—bi-weekly or monthly. This data is also helpful for building financial projections. For the senior finance leaders, they often create an executive summary of critical information, such as:

• Total salaries paid
• Deductions across categories
• Year-to-date salary expenses
• Paid time off credits
• Net pay summary

ClickUp’s Payroll Summary Report Template can save time by automatically gathering all relevant data from the platform. When data is unavailable on ClickUp, you can highlight any text to @mention team members who can fill in the correct information.

Once complete, you can update the Doc’s settings for access control and share it with the management team instantly.

A company description or how it projects itself is often important to stand out in a crowded market. Mailchimp stood out with its style guide. The guide is comprehensive and widely used by smaller content teams that don’t yet have their own.

Mailchimp has made it public and available under a Creative Commons Attribution-NonCommercial 4.0 International license for anyone to adapt to their needs.

While every section in this style guide is engaging and valuable, for the purposes of this article, we want to draw your attention to the tl;dr section , which acts as a quasi-executive summary.

It is a bulleted list of seven sub-sections, highlighting the foundations of Mailchimp’s writing style.

The striking thing about this tl;dr version is its simplicity. Even without any visual elements, infographics, or charts, this page gives readers a real and actionable summary of the entire style guide.

When we speak of executive summary, we almost always think of a smaller version of an entire document. It need not be so.

For a software engineering team, the release notes are a kind of executive summary of all the changes/upgrades made in the latest version.

Take the example of ClickUp’s release notes 3.04 . Each release gets:

• An organized yet concise summary of all the changes that have been made
• “ClickTips” to help readers make the best use of new features
• Visuals and app images to show how the changes look
• Links to help pages of each of those features so the reader can learn more
• A list of bugs fixed
• And any other resources, such as on-demand webinars or training

These release notes inform users and developers of the latest upgrades to the ClickUp platform without overwhelming them with the details.

The New Yorker Magazine wrote a 10,000-word profile of Geoffrey Hinton , a computer scientist and cognitive psychologist, for their November 20, 2023 issue, titled ‘Metamorphosis.’ Even in podcast form, it’s over 60 minutes long.

When it was published online, they needed a title and description that summarized the article in a way that attracted a lay reader’s attention to click and read. The headline captures the primary conflict explored in the article. The description introduces the protagonist.

While this is typically not what we’d categorize as an executive summary, it is a fantastic example of capturing the essence of a long article in a few powerful words.

This executive summary serves as an inspiration for writers, irrespective of what you’re writing about, to summarize their main points not just briefly but also powerfully and attractively.

In the spring of 2019, Harvard University conducted its first-ever survey about campus culture. The executive summary of the report on these survey responses makes for great reading. It is also a great example of how to honestly and authentically present key findings, even unpleasant ones.

The executive summary is honest on multiple fronts. It admits that:

• 2019 was the first time in history that Harvard surveyed campus culture
• Three in ten of the Harvard community don’t feel like they belong
• 34% of students disagreed with the belief that Harvard will take appropriate action against incidents of harassment and discrimination
• Those from historically underrepresented and disadvantaged groups reported less positive views

At the end of this, the executive summary outlines the specific steps Harvard will take to address these responses from the community.

Project managers can use this as inspiration for handling executive summaries of projects that have gone awry. It helps leaders take responsibility for what has occurred and build systems to prevent future mistakes.

Not all executive summaries have to be written manually by you. A free executive summary template is also something to explore. Plenty of tools offer it. Dozens of AI tools for automation can summarize text in seconds. Here’s what ClickUp AI returned when we inserted the article above and asked for a summary.

The article discusses the purpose and importance of an executive summary, which provides a brief overview of detailed documents, making them more palatable for readers with limited time. Executive summaries typically include problem statements, proposed solutions, expected outcomes, and a conclusion. To create a compelling summary, it’s crucial to identify the main story, incorporate relevant data, expand on benefits, and conclude powerfully. The use of modern document software like ClickUp Docs and AI tools like ClickUp AI can enhance the quality and efficiency of writing executive summaries. The article also provides practical examples of executive summaries across different fields, showcasing their versatility and applicability. This provides a great starting point for those who fear the blank page. You can now edit this to add details, add images, or insert a quote.

With ClickUp AI, you can choose the tone (from professional, straightforward, inspirational, optimistic, casual, confident, friendly, or humorous) and creativity (low, medium, and high) to customize the summary to your needs.

That’s not all! For project managers and business leaders, ClickUp AI offers a wide range of writing and summarizing tools for scope documents, project briefs, meeting agendas, statements of work, survey questions, and more.

You can tag people to invite input or feedback. You can also convert comments into tasks and manage them effortlessly, all in one place.

Never used AI for writing before? No worries there, too. Here are AI prompt templates that will get you started instantly.

With a custom-built AI assistant tailored to your role, you can work faster, write better, spark creativity, and be significantly more productive.

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Computer Science > Computation and Language

Title: from words to numbers: your large language model is secretly a capable regressor when given in-context examples.

Abstract: We analyze how well pre-trained large language models (e.g., Llama2, GPT-4, Claude 3, etc) can do linear and non-linear regression when given in-context examples, without any additional training or gradient updates. Our findings reveal that several large language models (e.g., GPT-4, Claude 3) are able to perform regression tasks with a performance rivaling (or even outperforming) that of traditional supervised methods such as Random Forest, Bagging, or Gradient Boosting. For example, on the challenging Friedman #2 regression dataset, Claude 3 outperforms many supervised methods such as AdaBoost, SVM, Random Forest, KNN, or Gradient Boosting. We then investigate how well the performance of large language models scales with the number of in-context exemplars. We borrow from the notion of regret from online learning and empirically show that LLMs are capable of obtaining a sub-linear regret.

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arXivLabs: experimental projects with community collaborators

arXivLabs is a framework that allows collaborators to develop and share new arXiv features directly on our website.

Both individuals and organizations that work with arXivLabs have embraced and accepted our values of openness, community, excellence, and user data privacy. arXiv is committed to these values and only works with partners that adhere to them.

Have an idea for a project that will add value for arXiv's community? Learn more about arXivLabs .

Request for proposals for services as WBA Research Partner from 2024-2026

The World Benchmarking Alliance (WBA) is a global non-profit organisation with physical offices in Amsterdam and London. We aim to drive the private sector’s engagement in the UN Sustainable Development Goals (SDGs) through benchmarking, envisioning a future where companies, investors, governments, civil society and individuals can quickly and easily compare businesses’ sustainability performance.

To do this, we have identified seven global systems which need to rapidly transform to put our society, planet and economy on a more sustainable and resilient path. For each of these systems, we have developed methodologies which allow us to assess corporate performance (as disclosed in publicly available documents such as sustainability reports) in the area. Using these methodologies we regularly assess a sample of 2000 “keystone” companies, for which we would like the support of a Research Partner (RP).

The scope of the project is influenced by two key elements – the company list and the methodologies against which each company should be assessed.

• The Company List WBA maintains a list of 2000 “keystone” companies, each of which is assessed against one or more methodologies depending on the nature of their impact upon the seven system transformations that need to take place to achieve the SDGs.
• The Methodologies Each of the comprises a set of indicator elements, and a set of contextual datapoints.

Extrapolating this relationship of companies to methodologies results in a total anticipated universe of approximately 1.2 million records to be collected. For more detail on how many elements and datapoints are contained in the methodologies, please see the Annex of the Request for Proposals (RFP).

The project will be run over three phases:

• Phase One: Setup and Training July 1, 2024  – October 5, 2024 The first phase of the project entails preparatory work to ensure the smooth operation of the data collection phase. The focus should be on project planning and software development, in close collaboration with the WBA team.
• Phase Two: Data Collection October 7, 2024 – October 6, 2025 The data collection phase makes up the majority of the project time and deliverables. It is during this phase that RP analysts will be collecting and assessing information which is then passed to WBA analysts and reviewed in close collaboration with them.
• Phase Three: Review & Iteration January 1, 2026 – June 30, 2026 WBA aim to publish the results of the research conducted under Phase Two in January 2026, followed by a 10-month period during which WBA analysts will work to engage companies, socialise the research findings and conduct further analysis of the data. During this period, research demand on the RP will be greatly reduced.

For a detailed list of activities and deliverables connected to each phase, please view the RFP.

Expectations of the proposal

WBA expects that proposals will, first and foremost, outline your approach to meeting the deliverables listed in this RFP during the three project phases (see “Activities and Deliverables” section).

Crucially this description of your approach should be accompanied by projections of the personnel and financial resources required to produce the deliverables in the proposed timeframe. Please ensure you propose a total budget, along with breakdowns for the different activities outlined across the three phases. The provision of a projected cost per record (see Annex E) for Phase 2 would be appreciated.

Any requests for clarifications may be sent to [email protected] . Responses to this RFP should be sent to this same address no later than May 31, 2024.

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