how to write effective research statement

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Research statement, what is a research statement.

The research statement (or statement of research interests) is a common component of academic job applications. It is a summary of your research accomplishments, current work, and future direction and potential of your work.

The statement can discuss specific issues such as:

funding history and potential
requirements for laboratory equipment and space and other resources
potential research and industrial collaborations
how your research contributes to your field
future direction of your research

The research statement should be technical, but should be intelligible to all members of the department, including those outside your subdiscipline. So keep the “big picture” in mind. The strongest research statements present a readable, compelling, and realistic research agenda that fits well with the needs, facilities, and goals of the department.

Research statements can be weakened by:

overly ambitious proposals
lack of clear direction
lack of big-picture focus
inadequate attention to the needs and facilities of the department or position

Why a Research Statement?

It conveys to search committees the pieces of your professional identity and charts the course of your scholarly journey.
It communicates a sense that your research will follow logically from what you have done and that it will be different, important, and innovative.
It gives a context for your research interests—Why does your research matter? The so what?
It combines your achievements and current work with the proposal for upcoming research.
areas of specialty and expertise
potential to get funding
academic strengths and abilities
compatibility with the department or school
ability to think and communicate like a serious scholar and/or scientist

Formatting of Research Statements

The goal of the research statement is to introduce yourself to a search committee, which will probably contain scientists both in and outside your field, and get them excited about your research. To encourage people to read it:

make it one or two pages, three at most
use informative section headings and subheadings
use bullets
use an easily readable font size
make the margins a reasonable size

Organization of Research Statements

Think of the overarching theme guiding your main research subject area. Write an essay that lays out:

The main theme(s) and why it is important and what specific skills you use to attack the problem.
A few specific examples of problems you have already solved with success to build credibility and inform people outside your field about what you do.
A discussion of the future direction of your research. This section should be really exciting to people both in and outside your field. Don’t sell yourself short; if you think your research could lead to answers for big important questions, say so!
A final paragraph that gives a good overall impression of your research.

Writing Research Statements

Avoid jargon. Make sure that you describe your research in language that many people outside your specific subject area can understand. Ask people both in and outside your field to read it before you send your application. A search committee won’t get excited about something they can’t understand.
Write as clearly, concisely, and concretely as you can.
Keep it at a summary level; give more detail in the job talk.
Ask others to proofread it. Be sure there are no spelling errors.
Convince the search committee not only that you are knowledgeable, but that you are the right person to carry out the research.
Include information that sets you apart (e.g., publication in Science, Nature, or a prestigious journal in your field).
What excites you about your research? Sound fresh.
Include preliminary results and how to build on results.
Point out how current faculty may become future partners.
Acknowledge the work of others.
Use language that shows you are an independent researcher.
BUT focus on your research work, not yourself.
Include potential funding partners and industrial collaborations. Be creative!
Provide a summary of your research.
Put in background material to give the context/relevance/significance of your research.
List major findings, outcomes, and implications.
Describe both current and planned (future) research.
Communicate a sense that your research will follow logically from what you have done and that it will be unique, significant, and innovative (and easy to fund).

Describe Your Future Goals or Research Plans

Major problem(s) you want to focus on in your research.
The problem’s relevance and significance to the field.
Your specific goals for the next three to five years, including potential impact and outcomes.
If you know what a particular agency funds, you can name the agency and briefly outline a proposal.
Give broad enough goals so that if one area doesn’t get funded, you can pursue other research goals and funding.

Identify Potential Funding Sources

Almost every institution wants to know whether you’ll be able to get external funding for research.
Try to provide some possible sources of funding for the research, such as NIH, NSF, foundations, private agencies.
Mention past funding, if appropriate.

Be Realistic

There is a delicate balance between a realistic research statement where you promise to work on problems you really think you can solve and over-reaching or dabbling in too many subject areas. Select an over-arching theme for your research statement and leave miscellaneous ideas or projects out. Everyone knows that you will work on more than what you mention in this statement.

Consider Also Preparing a Longer Version

A longer version (five–15 pages) can be brought to your interview. (Check with your advisor to see if this is necessary.)
You may be asked to describe research plans and budget in detail at the campus interview. Be prepared.
Include laboratory needs (how much budget you need for equipment, how many grad assistants, etc.) to start up the research.

Samples of Research Statements

To find sample research statements with content specific to your discipline, search on the internet for your discipline + “Research Statement.”

University of Pennsylvania Sample Research Statement
Advice on writing a Research Statement (Plan) from the journal Science

Enhancing Student Success
Innovative Research
Alumni Success
About NC State

How to Construct a Compelling Research Statement

how to write effective research statement

A research statement is a critical document for prospective faculty applicants. This document allows applicants to convey to their future colleagues the importance and impact of their past and, most importantly, future research. You as an applicant should use this document to lay out your planned research for the next few years, making sure to outline how your planned research contributes to your field.

Some general guidelines

(from Carleton University )

An effective research statement accomplishes three key goals:

It clearly presents your scholarship in nonspecialist terms;
It places your research in a broader context, scientifically and societally; and
It lays out a clear road map for future accomplishments in the new setting (the institution to which you’re applying).

Another way to think about the success of your research statement is to consider whether, after reading it, a reader is able to answer these questions:

What do you do (what are your major accomplishments; what techniques do you use; how have you added to your field)?
Why is your work important (why should both other scientists and nonscientists care)?
Where is it going in the future (what are the next steps; how will you carry them out in your new job; does your research plan meet the requirements for tenure at this institution)?

1. Make your statement reader-friendly

A typical faculty application call can easily receive 200+ applicants. As such, you need to make all your application documents reader-friendly. Use headings and subheadings to organize your ideas and leave white space between sections.

In addition, you may want to include figures and diagrams in your research statement that capture key findings or concepts so a reader can quickly determine what you are studying and why it is important. A wall of text in your research statement should be avoided at all costs. Rather, a research statement that is concise and thoughtfully laid out demonstrates to hiring committees that you can organize ideas in a coherent and easy-to-understand manner.

Also, this presentation demonstrates your ability to develop competitive funding applications (see more in next section), which is critical for success in a research-intensive faculty position.

2. Be sure to touch on the fundability of your planned research work

Another goal of your research statement is to make the case for why your planned research is fundable. You may get different opinions here, but I would recommend citing open or planned funding opportunities at federal agencies or other funders that you plan to submit to. You might also use open funding calls as a way to demonstrate that your planned research is in an area receiving funding prioritization by various agencies.

If you are looking for funding, check out this list of funding resources on my personal website. Another great way to look for funding is to use NIH Reporter and NSF award search .

3. Draft the statement and get feedback early and often

I can tell you from personal experience that it takes time to refine a strong research statement. I went on the faculty job market two years in a row and found my second year materials to be much stronger. You need time to read, review and reflect on your statements and documents to really make them stand out.

It is important to have your supervisor and other faculty read and give feedback on your critical application documents and especially your research statement. Also, finding peers to provide feedback and in return giving them feedback on their documents is very helpful. Seek out communities of support such as Future PI Slack to find peer reviewers (and get a lot of great application advice) if needed.

4. Share with nonexperts to assess your writing’s clarity

Additionally, you may want to consider sharing your job materials, including your research statement, with non-experts to assess clarity. For example, NC State’s Professional Development Team offers an Academic Packways: Gearing Up for Faculty program each year where you can get feedback on your application documents from individuals working in a variety of areas. You can also ask classmates and colleagues working in different areas to review your research statement. The more feedback you can receive on your materials through formal or informal means, the better.

5. Tailor your statement to the institution

It is critical in your research statement to mention how you will make use of core facilities or resources at the institution you are applying to. If you need particular research infrastructure to do your work and the institution has it, you should mention that in your statement. Something to the effect of: “The presence of the XXX core facility at YYY University will greatly facilitate my lab’s ability to investigate this important process.”

Mentioning core facilities and resources at the target institution shows you have done your research, which is critical in demonstrating your interest in that institution.

Finally, think about the resources available at the institution you are applying to. If you are applying to a primarily undergraduate-serving institution, you will want to be sure you propose a research program that could reasonably take place with undergraduate students, working mostly in the summer and utilizing core facilities that may be limited or require external collaborations.

Undergraduate-serving institutions will value research projects that meaningfully involve students. Proposing overly ambitious research at a primarily undergraduate institution is a recipe for rejection as the institution will read your application as out of touch … that either you didn’t do the work to research them or that you are applying to them as a “backup” to research-intensive positions.

You should carefully think about how to restructure your research statements if you are applying to both primarily undergraduate-serving and research-intensive institutions. For examples of how I framed my research statement for faculty applications at each type of institution, see my personal website ( undergraduate-serving ; research-intensive research statements).

6. Be yourself, not who you think the search committee wants

In the end, a research statement allows you to think critically about where you see your research going in the future. What are you excited about studying based on your previous work? How will you go about answering the unanswered questions in your field? What agencies and initiatives are funding your type of research? If you develop your research statement from these core questions, your passion and commitment to the work will surely shine through.

A closing thought: Be yourself, not who you think the search committee wants. If you try to frame yourself as someone you really aren’t, you are setting the hiring institution and you up for disappointment. You want a university to hire you because they like you, the work you have done, and the work you want to do, not some filtered or idealized version of you.

So, put your true self out there, and realize you want to find the right institutional fit for you and your research. This all takes time and effort. The earlier you start and the more reflection and feedback you get on your research statement and remaining application documents, the better you can present the true you to potential employers.

More Resources

See here for samples of a variety of application materials from UCSF.

Rules of the (Social Sciences & Humanities) Research Statement
CMU’s Writing a Research Statement
UW’s Academic Careers: Research Statements
Developing a Winning Research Statement (UCSF)
Academic Packways
ImPACKful Tips

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Writing a Research Statement

What is a research statement.

A research statement is a short document that provides a brief history of your past research experience, the current state of your research, and the future work you intend to complete.

The research statement is a common component of a potential student's application for post-undergraduate study. The research statement is often the primary way for departments and faculty to determine if a student's interests and past experience make them a good fit for their program/institution.

Although many programs ask for ‘personal statements,' these are not really meant to be biographies or life stories. What we, at Tufts Psychology, hope to find out is how well your abilities, interests, experiences and goals would fit within our program.

We encourage you to illustrate how your lived experience demonstrates qualities that are critical to success in pursuing a PhD in our program. Earning a PhD in any program is hard! Thus, as you are relaying your past, present, and future research interests, we are interested in learning how your lived experiences showcase the following:

Perseverance
Resilience in the face of difficulty
Motivation to undertake intensive research training
Involvement in efforts to promote equity and inclusion in your professional and/or personal life
Unique perspectives that enrich the research questions you ask, the methods you use, and the communities to whom your research applies

How Do I Even Start Writing One?

Before you begin your statement, read as much as possible about our program so you can tailor your statement and convince the admissions committee that you will be a good fit.

Prepare an outline of the topics you want to cover (e.g., professional objectives and personal background) and list supporting material under each main topic. Write a rough draft in which you transform your outline into prose. Set it aside and read it a week later. If it still sounds good, go to the next stage. If not, rewrite it until it sounds right.

Do not feel bad if you do not have a great deal of experience in psychology to write about; no one who is about to graduate from college does. Do explain your relevant experiences (e.g., internships or research projects), but do not try to turn them into events of cosmic proportion. Be honest, sincere, and objective.

What Information Should It Include?

Your research statement should describe your previous experience, how that experience will facilitate your graduate education in our department, and why you are choosing to pursue graduate education in our department. Your goal should be to demonstrate how well you will fit in our program and in a specific laboratory.

Make sure to link your research interests to the expertise and research programs of faculty here. Identify at least one faculty member with whom you would like to work. Make sure that person is accepting graduate students when you apply. Read some of their papers and describe how you think the research could be extended in one or more novel directions. Again, specificity is a good idea.

Make sure to describe your relevant experience (e.g., honors thesis, research assistantship) in specific detail. If you have worked on a research project, discuss that project in detail. Your research statement should describe what you did on the project and how your role impacted your understanding of the research question.

Describe the concrete skills you have acquired prior to graduate school and the skills you hope to acquire.

Articulate why you want to pursue a graduate degree at our institution and with specific faculty in our department.

Make sure to clearly state your core research interests and explain why you think they are scientifically and/or practically important. Again, be specific.

What Should It Look Like?

Your final statement should be succinct. You should be sure to thoroughly read and follow the length and content requirements for each individual application. Finally, stick to the points requested by each program, and avoid lengthy personal or philosophical discussions.

How Do I Know if It is Ready?

Ask for feedback from at least one professor, preferably in the area you are interested in. Feedback from friends and family may also be useful. Many colleges and universities also have writing centers that are able to provide general feedback.

Of course, read and proofread the document multiple times. It is not always easy to be a thoughtful editor of your own work, so don't be afraid to ask for help.

Lastly, consider signing up to take part in the Application Statement Feedback Program . The program provides constructive feedback and editing support for the research statements of applicants to Psychology PhD programs in the United States.

How to Write a Research Statement

Experimental Psychology

Task #1: Understand the Purpose of the Research Statement

The primary mistake people make when writing a research statement is that they fail to appreciate its purpose. The purpose isn’t simply to list and briefly describe all the projects that you’ve completed, as though you’re a museum docent and your research publications are the exhibits. “Here, we see a pen and watercolor self-portrait of the artist. This painting is the earliest known likeness of the artist. It captures the artist’s melancholic temperament … Next, we see a steel engraving. This engraving has appeared in almost every illustrated publication of Mary Shelley’s Frankenstein and has also appeared as the television studio back-drop for the …”

Similar to touring through a museum, we’ve read through research statements that narrate a researcher’s projects: “My dissertation examined the ways in which preschool-age children’s memory for a novel event was shaped by the verbal dialogue they shared with trained experimenters. The focus was on the important use of what we call elaborative conversational techniques … I have recently launched another project that represents my continued commitment to experimental methods and is yet another extension of the ways in which we can explore the role of conversational engagement during novel events … In addition to my current experimental work, I am also involved in a large-scale collaborative longitudinal project …”

Treating your research statement as though it’s a narrated walk through your vita does let you describe each of your projects (or publications). But the format is boring, and the statement doesn’t tell us much more than if we had the abstracts of each of your papers. Most problematic, treating your research statement as though it’s a narrated walk through your vita misses the primary purpose of the research statement, which is to make a persuasive case about the importance of your completed work and the excitement of your future trajectory.

Writing a persuasive case about your research means setting the stage for why the questions you are investigating are important. Writing a persuasive case about your research means engaging your audience so that they want to learn more about the answers you are discovering. How do you do that? You do that by crafting a coherent story.

Task #2: Tell a Story

Surpass the narrated-vita format and use either an Op-Ed format or a Detective Story format. The Op-Ed format is your basic five-paragraph persuasive essay format:

First paragraph (introduction):

broad sentence or two introducing your research topic;
thesis sentence, the position you want to prove (e.g., my research is important); and
organization sentence that briefly overviews your three bodies of evidence (e.g., my research is important because a, b, and c).

Second, third, and fourth paragraphs (each covering a body of evidence that will prove your position):

topic sentence (about one body of evidence);
fact to support claim in topic sentence;
another fact to support claim in topic sentence;
another fact to support claim in topic sentence; and
analysis/transition sentence.

Fifth paragraph (synopsis and conclusion):

sentence that restates your thesis (e.g., my research is important);
three sentences that restate your topic sentences from second, third, and fourth paragraph (e.g., my research is important because a, b, and c); and
analysis/conclusion sentence.

Although the five-paragraph persuasive essay format feels formulaic, it works. It’s used in just about every successful op-ed ever published. And like all good recipes, it can be doubled. Want a 10-paragraph, rather than five-paragraph research statement? Double the amount of each component. Take two paragraphs to introduce the point you’re going to prove. Take two paragraphs to synthesize and conclude. And in the middle, either raise six points of evidence, with a paragraph for each, or take two paragraphs to supply evidence for each of three points. The op-ed format works incredibly well for writing persuasive essays, which is what your research statement should be.

The Detective Story format is more difficult to write, but it’s more enjoyable to read. Whereas the op-ed format works off deductive reasoning, the Detective Story format works off inductive reasoning. The Detective Story does not start with your thesis statement (“hire/retain/promote/ award/honor me because I’m a talented developmental/cognitive/social/clinical/biological/perception psychologist”). Rather, the Detective Story starts with your broad, overarching research question. For example, how do babies learn their native languages? How do we remember autobiographical information? Why do we favor people who are most similar to ourselves? How do we perceive depth? What’s the best way to treat depression? How does the stress we experience every day affect our long-term health?

Because it’s your research statement, you can personalize that overarching question. A great example of a personalized overarching question occurs in the opening paragraph of George Miller’s (1956) article, “The Magical Number Seven, Plus or Minus Two: Some Limits on Our Capacity for Processing Information.”

My problem is that I have been persecuted by an integer. For seven years this number has followed me around, has intruded in my most private data, and has assaulted me from the pages of our most public journals. This number assumes a variety of disguises, being sometimes a little larger and sometimes a little smaller than usual, but never changing so much as to be unrecognizable. The persistence with which this number plagues me is far more than a random accident. There is, to quote a famous senator, a design behind it, some pattern governing its appearances. Either there really is something unusual about the number or else I am suffering from delusions of persecution. I shall begin my case history by telling you about some experiments that tested how accurately people can assign numbers to the magnitudes of various aspects of a stimulus. …

In case you think the above opening was to a newsletter piece or some other low-visibility outlet, it wasn’t. Those opening paragraphs are from a Psych Review article, which has been cited nearly 16,000 times. Science can be personalized. Another example of using the Detective Story format, which opens with your broad research question and personalizes it, is the opening paragraph of a research statement from a chemist:

I became interested in inorganic chemistry because of one element: Boron. The cage structures and complexity of boron hydrides have fascinated my fellow Boron chemists for more than 40 years — and me for more than a decade. Boron is only one element away from carbon, yet its reactivity is dramatically different. I research why.

When truest to the genre of Detective Story format, the full answer to your introductory question won’t be available until the end of your statement — just like a reader doesn’t know whodunit until the last chapter of a mystery. Along the way, clues to the answer are provided, and false leads are ruled out, which keeps readers turning the pages. In the same way, writing your research statement in the Detective Story format will keep members of the hiring committee, the review committee, and the awards panel reading until the last paragraph.

Task #3: Envision Each Audience

The second mistake people make when writing their research statements is that they write for the specialist, as though they’re talking to another member of their lab. But in most cases, the audience for your research statement won’t be well-informed specialists. Therefore, you need to convey the importance of your work and the contribution of your research without getting bogged down in jargon. Some details are important, but an intelligent reader outside your area of study should be able to understand every word of your research statement.

Because research statements are most often included in academic job applications, tenure and promotion evaluations, and award nominations, we’ll talk about how to envision the audiences for each of these contexts.

Job Applications . Even in the largest department, it’s doubtful that more than a couple of people will know the intricacies of your research area as well as you do. And those two or three people are unlikely to have carte blanche authority on hiring. Rather, in most departments, the decision is made by the entire department. In smaller departments, there’s probably no one else in your research area; that’s why they have a search going on. Therefore, the target audience for your research statement in a job application comprises other psychologists, but not psychologists who study what you study (the way you study it).

Envision this target audience explicitly.Think of one of your fellow graduate students or post docs who’s in another area (e.g., if you’re in developmental, think of your friend in biological). Envision what that person will — and won’t — know about the questions you’re asking in your research, the methods you’re using, the statistics you’re employing, and — most importantly — the jargon that you usually use to describe all of this. Write your research statement so that this graduate student or post doc in another area in psychology will not only understand your research statement, but also find your work interesting and exciting.

Tenure Review . During the tenure review process, your research statement will have two target audiences: members of your department and, if your tenure case receives a positive vote in the department, members of the university at large. For envisioning the first audience, follow the advice given above for writing a research statement for a job application. Think of one of your departmental colleagues in another area (e.g., if you’re in developmental, think of your friend in biological). Write in such a way that the colleague in another area in psychology will understand every word — and find the work interesting. (This advice also applies to writing research statements for annual reviews, for which the review is conducted in the department and usually by all members of the department.)

For the second stage of the tenure process, when your research statement is read by members of the university at large, you’re going to have to scale it down a notch. (And yes, we are suggesting that you write two different statements: one for your department’s review and one for the university’s review, because the audiences differ. And you should always write with an explicit target audience in mind.) For the audience that comprises the entire university, envision a faculty friend in another department. Think political science or economics or sociology, because your statement will be read by political scientists, economists, and sociologists. It’s an art to hit the perfect pitch of being understood by such a wide range of scholars without being trivial, but it’s achievable.

Award Nominations . Members of award selection committees are unlikely to be specialists in your immediate field. Depending on the award, they might not even be members of your discipline. Find out the typical constitution of the selection committee for each award nomination you submit, and tailor your statement accordingly.

Task #4: Be Succinct

When writing a research statement, many people go on for far too long. Consider three pages a maximum, and aim for two. Use subheadings to help break up the wall of text. You might also embed a well-designed figure or graph, if it will help you make a point. (If so, use wrap-around text, and make sure that your figure has its axes labeled.)

And don’t use those undergraduate tricks of trying to cram more in by reducing the margins or the font size. Undoubtedly, most of the people reading your research statement will be older than you, and we old folks don’t like reading small fonts. It makes us crabby, and that’s the last thing you want us to be when we’re reading your research statement.

Nice piece of information. I will keep in mind while writing my research statement

Thank you so much for your guidance.

HOSSEIN DIVAN-BEIGI

Absolutely agree! I also want to add that: On the one hand it`s easy to write good research personal statement, but on the other hand it`s a little bit difficult to summarize all minds and as result the main idea of the statement could be incomprehensible. It also seems like a challenge for those guys, who aren`t native speakers. That`s why you should prepare carefully for this kind of statement to target your goals.

How do you write an action research topic?? An then stAte the problem an purpose for an action research. Can I get an example on language development?? Please I need some help.

Thankyou I now have idea to come up with the research statement. If I need help I will inform you …

much appreciated

Just like Boote & Beile (2005) explained “Doctors before researchers” because of the importance of the dissertation literature review in research groundwork.

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Writing an Effective Research Statement

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A research statement is a summary of research achievements and a proposal for upcoming research. It often includes both current aims and findings, and future goals. Research statements are usually requested as part of a relevant job application process, and often assist in the identification of appropriate applicants. Learn more about how to craft an effective research statement.

Faculty Application: Research Statement

Criteria for success.

Clearly articulate your brand.
Demonstrate the impact of your past work.
Show that you are credible to carry out your proposed future research.
Articulate the importance of your research vision.
Match the standards within the department to which you are applying.
Show that you are a good fit for the position.
Polish. Avoid typos.

Structure Diagram

The typical structure and length of research statements vary widely across fields. If you are unsure of what is typical in the field where you are applying, be sure to check with someone who is familiar with the standards.

In electrical engineering and computer science, research statements are usually around three pages long with a focus on past and current work, often following the structure in the diagram below.

Identify Your Purpose

Your cover letter and CV outline your past work and hint at a general direction of your future work but do not go into detail. Therefore, the purpose of a research statement is to emphasize the importance of your past work and describe your research vision. Both your past/current work and future work presented in the research statement should reflect your branding statement .

In EECS, faculty research statements focus on past/current work. However, it is important to also include your vision for the future, which should build on your previous work. This statement should convince the committee that your future work is important, relevant, and feasible. The future work section should go beyond direct extensions of your doctoral or postdoctoral work; it should cover a 5-10 year span. Proposed future work should show scientific growth and convince the committee that you propose strong research directions for your future group. Your research statement can also include possible funding sources and collaborations.

Analyze Your Audience

Your audience is a faculty search committee, which is made up of professors from across the department, not just the ones in your research area. A typical search committee member is probably very busy reviewing lots of applications, and hence may not read your statement in depth until you make it to later rounds of the hiring process.

Knowing details of the job posting and what the faculty search committee is looking for will help you tailor your statement. If the call is for a specific research area (e.g., language processing, bioinformatics, algorithms, machine learning, systems), it is beneficial to motivate and emphasize the importance of your work in the language of that area whenever possible.

Structure your statement

Although there is usually no mandated structure for a research statement, it can be very helpful to a reader if the content flows naturally.

Use the hourglass concept. It makes a compelling introduction if a research statement presents motivation starting from the high-level picture and then zooms in to the main topic(s) of research. This is helpful for two reasons. First, a research statement is typically read by committee members from several research areas, so starting with a high-level picture gives members a gentle guidance to the meat of a work. Second, providing general motivation helps in showing how different pieces of research fit in a big puzzle.

After talking about specific results, the story typically zooms back out by discussing impact and future directions. It is best if future work has some concrete research directions and also widens up to touch on a broader perspective of research plans.

The diagram below summarizes the hourglass concept and provides one potential flow of content.

Use good formatting to help retain focus . A successful research statement is typically organized into three main parts: Introduction and motivation; past work/achievements; and vision/future work. Each of these parts can be divided into subsections.

In addition, you can help a reader focus their attention on the important content by:

making each section/paragraph title tell a message;
using bullet points and itemization while listing;
using bold or italics to emphasize important keywords or sentences.

Some institutions set constraints on the format of research statements, primarily constraints on length . Make sure that your research statement is tailored to the guidelines. It is helpful to prepare two versions of your statement — a long one and a short one. The short version is usually the long one stripped of many details with the emphasis on high-level pictures and ideas.

Say who you are

Your research statement tells a story about you. Think who you want to be in the eyes of committee members (e.g., a programming languages person, a machine learning expert, a theory professor) and which of your achievements you want them to remember.

Make your research statement echo your branding one . A successful research statement builds a story around the author’s branding statement. A strong point is made if past and future work are echoes of the same brand.

Successful candidates outline their research agenda before stating actual results and after providing a background. Sometimes this is done even before giving background and motivation. In the latter case, the research agenda is typically stated briefly, and then reiterated with more context after providing the background.

Show credibility for your future work by your past work

Your past work is an excellent way to illustrate that you are fit for the future work you are proposing. Refer to some of your past work when outlining feasibility of your proposed future directions. Even if you aim to change your field of research, your past experience should still serve as a justification for why you are well suited for the new line of work.

Dedicate space to your strongest results . Describe your strongest results in the most detail. If you want to mention many papers, organize them into several themes. A successful statement communicates how obtained results affect a field or a research community. Impact of papers can be shown by awards, high number of citations, or follow up papers by other research groups. A reader will have limited time to go over your statement, so make sure that the reader’s attention is spent on your most impactful work. Note that your strongest results do not necessarily have to be your most recent ones; they can even be several years old. Nevertheless, it is still a good idea to also mention some of your recent work as it shows that you have been active lately as well.

Importantly, a research statement should be a coherent story about ideas and impact, not only an overview of published articles. Hence, it is often the case that a research statement does not discuss all papers published or all work done by the applicant.

Use figures to support important claims . Consider including figures . They can be used to support your claims about your results and/or in the future work section to illustrate your research plans. A well-made figure can help the reader quickly understand your work, but figures also take up a large amount of space. Use figures carefully, only to draw attention to the most important points.

Devote time!

Getting out a job application package takes an indefinitely long time (writing, addressing feedback, polishing, addressing feedback … aaaand polishing)! Start early and invest time.

Get feedback . Your application package will be read by committee members that are not necessarily in your research area. It is thus important to get feedback about your research statement from colleagues with different backgrounds and seniority. Note that it might take time for other people to share their feedback (remember, others are busy as well!), so plan ahead.

MIT EECS affiliates can also make an appointment with a Communication Fellow to obtain additional feedback on their statements.

Resources and Annotated Examples

Amy zhang research statement.

Submitted in 2018-2019 by Amy Zhang, now faculty at University of Washington 1 MB

Elena Glassman Research Statement

Submitted in 2017-2018 by Elena Glassman, now faculty at Harvard University 2 MB

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Research statements for faculty job applications

The purpose of a research statement.

The main goal of a research statement is to walk the search committee through the evolution of your research, to highlight your research accomplishments, and to show where your research will be taking you next. To a certain extent, the next steps that you identify within your statement will also need to touch on how your research could benefit the institution to which you are applying. This might be in terms of grant money, faculty collaborations, involving students in your research, or developing new courses. Your CV will usually show a search committee where you have done your research, who your mentors have been, the titles of your various research projects, a list of your papers, and it may provide a very brief summary of what some of this research involves. However, there can be certain points of interest that a CV may not always address in enough detail.

What got you interested in this research?
What was the burning question that you set out to answer?
What challenges did you encounter along the way, and how did you overcome these challenges?
How can your research be applied?
Why is your research important within your field?
What direction will your research take you in next, and what new questions do you have?

While you may not have a good sense of where your research will ultimately lead you, you should have a sense of some of the possible destinations along the way. You want to be able to show a search committee that your research is moving forward and that you are moving forward along with it in terms of developing new skills and knowledge. Ultimately, your research statement should complement your cover letter, CV, and teaching philosophy to illustrate what makes you an ideal candidate for the job. The more clearly you can articulate the path your research has taken, and where it will take you in the future, the more convincing and interesting it will be to read.

Separate research statements are usually requested from researchers in engineering, social, physical, and life sciences, but can also be requested for researchers in the humanities. In many cases, however, the same information that is covered in the research statement is often integrated into the cover letter for many disciplines within the humanities and no separate research statement is requested within the job advertisement. Seek advice from current faculty and new hires about the conventions of your discipline if you are in doubt.

Timeline: Getting Started with your Research Statement

You can think of a research statement as having three distinct parts. The first part will focus on your past research, and can include the reasons you started your research, an explanation as to why the questions you originally asked are important in your field, and a summary some of the work you did to answer some of these early questions.

The middle part of the research statement focuses on your current research. How is this research different from previous work you have done, and what brought you to where you are today? You should still explain the questions you are trying to ask, and it is very important that you focus on some of the findings that you have (and cite some of the publications associated with these findings). In other words, do not talk about your research in abstract terms, make sure that you explain your actual results and findings (even if these may not be entirely complete when you are applying for faculty positions), and mention why these results are significant.

The final part of your research statement should build on the first two parts. Yes, you have asked good questions, and used good methods to find some answers, but how will you now use this foundation to take you into your future? Since you are hoping that your future will be at one of the institutions to which you are applying, you should provide some convincing reasons why your future research will be possible at each institution, and why it will be beneficial to that institution, or to the students at that institution.

While you are focusing on the past, present, and future or your research, and tailoring it to each institution, you should also think about the length of your statement and how detailed or specific you make the descriptions of your research. Think about who will be reading it. Will they all understand the jargon you are using? Are they experts in the subject, or experts in a range of related subjects? Can you go into very specific detail, or do you need to talk about your research in broader terms that make sense to people outside of your research field focusing on the common ground that might exist? Additionally, you should make sure that your future research plans differ from those of your PI or advisor, as you need to be seen as an independent researcher. Identify 4-5 specific aims that can be divided into short-term and long-term goals. You can give some idea of a 5-year research plan that includes the studies you want to perform, but also mention your long-term plans, so that the search committee knows that this is not a finite project.

Another important consideration when writing about your research is realizing that you do not perform research in a vacuum. When doing your research you may have worked within a team environment at some point, or sought out specific collaborations. You may have faced some serious challenges that required some creative problem-solving to overcome. While these aspects are not necessarily as important as your results and your papers or patents, they can help paint a picture of you as a well-rounded researcher who is likely to be successful in the future even if new problems arise, for example.

Follow these general steps to begin developing an effective research statement:

Step 1: Think about how and why you got started with your research. What motivated you to spend so much time on answering the questions you developed? If you can illustrate some of the enthusiasm you have for your subject, the search committee will likely assume that students and other faculty members will see this in you as well. People like to work with passionate and enthusiastic colleagues. Remember to focus on what you found, what questions you answered, and why your findings are significant. The research you completed in the past will have brought you to where you are today; also be sure to show how your research past and research present are connected. Explore some of the techniques and approaches you have successfully used in your research, and describe some of the challenges you overcame. What makes people interested in what you do, and how have you used your research as a tool for teaching or mentoring students? Integrating students into your research may be an important part of your future research at your target institutions. Conclude describing your current research by focusing on your findings, their importance, and what new questions they generate.

Step 2: Think about how you can tailor your research statement for each application. Familiarize yourself with the faculty at each institution, and explore the research that they have been performing. You should think about your future research in terms of the students at the institution. What opportunities can you imagine that would allow students to get involved in what you do to serve as a tool for teaching and training them, and to get them excited about your subject? Do not talk about your desire to work with graduate students if the institution only has undergraduates! You will also need to think about what equipment or resources that you might need to do your future research. Again, mention any resources that specific institutions have that you would be interested in utilizing (e.g., print materials, super electron microscopes, archived artwork). You can also mention what you hope to do with your current and future research in terms of publication (whether in journals or as a book), try to be as specific and honest as possible. Finally, be prepared to talk about how your future research can help bring in grants and other sources of funding, especially if you have a good track record of receiving awards and fellowships. Mention some grants that you know have been awarded to similar research, and state your intention to seek this type of funding.

Step 3: Ask faculty in your department if they are willing to share their own research statements with you. To a certain extent, there will be some subject-specific differences in what is expected from a research statement, and so it is always a good idea to see how others in your field have done it. You should try to draft your own research statement first before you review any statements shared with you. Your goal is to create a unique research statement that clearly highlights your abilities as a researcher.

Step 4: The research statement is typically a few (2-3) pages in length, depending on the number of images, illustrations, or graphs included. Once you have completed the steps above, schedule an appointment with a career advisor to get feedback on your draft. You should also try to get faculty in your department to review your document if they are willing to do so.

Explore other application documents:

Think of yourself as a member of a jury, listening to a lawyer who is presenting an opening argument. You'll want to know very soon whether the lawyer believes the accused to be guilty or not guilty, and how the lawyer plans to convince you. Readers of academic essays are like jury members: before they have read too far, they want to know what the essay argues as well as how the writer plans to make the argument. After reading your thesis statement, the reader should think, "This essay is going to try to convince me of something. I'm not convinced yet, but I'm interested to see how I might be."

An effective thesis cannot be answered with a simple "yes" or "no." A thesis is not a topic; nor is it a fact; nor is it an opinion. "Reasons for the fall of communism" is a topic. "Communism collapsed in Eastern Europe" is a fact known by educated people. "The fall of communism is the best thing that ever happened in Europe" is an opinion. (Superlatives like "the best" almost always lead to trouble. It's impossible to weigh every "thing" that ever happened in Europe. And what about the fall of Hitler? Couldn't that be "the best thing"?)

A good thesis has two parts. It should tell what you plan to argue, and it should "telegraph" how you plan to argue—that is, what particular support for your claim is going where in your essay.

Steps in Constructing a Thesis

First, analyze your primary sources. Look for tension, interest, ambiguity, controversy, and/or complication. Does the author contradict himself or herself? Is a point made and later reversed? What are the deeper implications of the author's argument? Figuring out the why to one or more of these questions, or to related questions, will put you on the path to developing a working thesis. (Without the why, you probably have only come up with an observation—that there are, for instance, many different metaphors in such-and-such a poem—which is not a thesis.)

Once you have a working thesis, write it down. There is nothing as frustrating as hitting on a great idea for a thesis, then forgetting it when you lose concentration. And by writing down your thesis you will be forced to think of it clearly, logically, and concisely. You probably will not be able to write out a final-draft version of your thesis the first time you try, but you'll get yourself on the right track by writing down what you have.

Keep your thesis prominent in your introduction. A good, standard place for your thesis statement is at the end of an introductory paragraph, especially in shorter (5-15 page) essays. Readers are used to finding theses there, so they automatically pay more attention when they read the last sentence of your introduction. Although this is not required in all academic essays, it is a good rule of thumb.

Anticipate the counterarguments. Once you have a working thesis, you should think about what might be said against it. This will help you to refine your thesis, and it will also make you think of the arguments that you'll need to refute later on in your essay. (Every argument has a counterargument. If yours doesn't, then it's not an argument—it may be a fact, or an opinion, but it is not an argument.)

This statement is on its way to being a thesis. However, it is too easy to imagine possible counterarguments. For example, a political observer might believe that Dukakis lost because he suffered from a "soft-on-crime" image. If you complicate your thesis by anticipating the counterargument, you'll strengthen your argument, as shown in the sentence below.

Some Caveats and Some Examples

A thesis is never a question. Readers of academic essays expect to have questions discussed, explored, or even answered. A question ("Why did communism collapse in Eastern Europe?") is not an argument, and without an argument, a thesis is dead in the water.

A thesis is never a list. "For political, economic, social and cultural reasons, communism collapsed in Eastern Europe" does a good job of "telegraphing" the reader what to expect in the essay—a section about political reasons, a section about economic reasons, a section about social reasons, and a section about cultural reasons. However, political, economic, social and cultural reasons are pretty much the only possible reasons why communism could collapse. This sentence lacks tension and doesn't advance an argument. Everyone knows that politics, economics, and culture are important.

A thesis should never be vague, combative or confrontational. An ineffective thesis would be, "Communism collapsed in Eastern Europe because communism is evil." This is hard to argue (evil from whose perspective? what does evil mean?) and it is likely to mark you as moralistic and judgmental rather than rational and thorough. It also may spark a defensive reaction from readers sympathetic to communism. If readers strongly disagree with you right off the bat, they may stop reading.

An effective thesis has a definable, arguable claim. "While cultural forces contributed to the collapse of communism in Eastern Europe, the disintegration of economies played the key role in driving its decline" is an effective thesis sentence that "telegraphs," so that the reader expects the essay to have a section about cultural forces and another about the disintegration of economies. This thesis makes a definite, arguable claim: that the disintegration of economies played a more important role than cultural forces in defeating communism in Eastern Europe. The reader would react to this statement by thinking, "Perhaps what the author says is true, but I am not convinced. I want to read further to see how the author argues this claim."

A thesis should be as clear and specific as possible. Avoid overused, general terms and abstractions. For example, "Communism collapsed in Eastern Europe because of the ruling elite's inability to address the economic concerns of the people" is more powerful than "Communism collapsed due to societal discontent."

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Tips for Writing an Effective Teaching and Research Statement

A compelling teaching and research statement can make the difference between getting the academic job desired and having the profile ignored with dozens of other job seekers. One may not actually be asked to present a teaching statement during the job application process, but the action of writing one will help to clarify one’s goals and how to talk about them. If asked for a statement of teaching and research, then it will be a useful resource to have completed.

Writing a teaching and research statement

Take the time to write your statement correctly, for it is not something that can come “off the top of your head.” Teaching and research statements are a summary of work and teaching philosophy, both of which can be very complicated statements.

The research statement discusses a person’s work in a way that helps people understand one’s interests and focus in his or her work. It should address several points clearly and concisely:

What impact has it had or is expected to have?
How does it line up (if it does) with other work being done in the field?
What changes might there be in a person’s life as a result of this work?
How might someone be challenged to make use of this work?
What additional questions have come up as a result of the work?
What is the timeline and what resources are required to make this happen?

The research statement could be several pages, but be prepared to create a one to two-page summary that can be presented on demand. One can speak with the facility to which they are applying and get an idea of the length and format of the research statement they wish to see.

The teaching statement presents one’s philosophy on teaching. This should not only talk about the techniques used, but the motivation behind choosing those particular methods. Some of the points that a teaching statement might cover are:

What are one’s goals for teaching and the reasoning behind the particular methods used?
How have they been adapted to one’s own style?
How effective are these techniques compared to other techniques in the field?
How has one’s implementation of a particular tool been influenced by his or her teaching style?
How does one’s method of teaching take into account the various ways in which people learn?

The teaching statement should communicate a person’s vision for teaching and describe how and why the methods selected improve the teaching experience for people. This is a presentation of how the teaching methods of one person have influenced the teaching profession.

Both the teaching and research statements are created for the employer to determine what kind of teacher or researcher a person is and how he or she will fit into the organization. Especially in the academic role, one must be able to work within the policies of the institution and with the various philosophies of his or her co-workers. Tenure often depends on this.

When creating these statements, there are some guidelines applicable to both:

Focus on the how, not the what

This is not a laundry list of the research work or teaching that’s been done. It may be helpful to present a short list of topics to emphasize the focus or diversity. But the real purpose of these statements is to discuss why those classes were taught, or why that piece of research was done.

Back up statements with evidence

There is often the tendency to make positive, but very open-ended statements in teaching and research statements and CVs. Those get glossed over unless there is a statement of proof accompanying them. One might say “I create a safe learning environment for students,” but the real question is how is this done? Make sure to reword those statements as “I create a safe learning environment for students by…” which covers the obvious question.

Create good writing examples

These statements will give some insight into how well a person can write. They should serve not only as the tool for communicating teaching philosophy and work accomplishments, but as a piece of writing that demonstrates how one communicates through the written word. Do not ignore spelling and grammar checking. Even when making simple revisions, recheck spelling and grammar when done.

Express confidence, not omniscience

Do not let these statements sound as if one knows all there is to know about teaching and research. The tone should not present that mistakes never happened. It is more useful to talk about successes mixed in with some failures and how one learned from those times. Show how one continues to become a better professional by learning from mistakes.

Keep the focus external

These statements should express how the teaching and research efforts were done for the benefit of the students or other researchers. A tone of humility is preferred over a selfish one. This helps to emphasize the motivation for which these tasks were done. Both of these statements give insight into what drives the person and helps the employer see how he or she will work with the existing staff and in the organization.

Tips and Examples for Writing Thesis Statements

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Tips for Writing Your Thesis Statement

1. Determine what kind of paper you are writing:

An analytical paper breaks down an issue or an idea into its component parts, evaluates the issue or idea, and presents this breakdown and evaluation to the audience.
An expository (explanatory) paper explains something to the audience.
An argumentative paper makes a claim about a topic and justifies this claim with specific evidence. The claim could be an opinion, a policy proposal, an evaluation, a cause-and-effect statement, or an interpretation. The goal of the argumentative paper is to convince the audience that the claim is true based on the evidence provided.

If you are writing a text that does not fall under these three categories (e.g., a narrative), a thesis statement somewhere in the first paragraph could still be helpful to your reader.

2. Your thesis statement should be specific—it should cover only what you will discuss in your paper and should be supported with specific evidence.

3. The thesis statement usually appears at the end of the first paragraph of a paper.

4. Your topic may change as you write, so you may need to revise your thesis statement to reflect exactly what you have discussed in the paper.

Thesis Statement Examples

Example of an analytical thesis statement:

The paper that follows should:

Explain the analysis of the college admission process
Explain the challenge facing admissions counselors

Example of an expository (explanatory) thesis statement:

Explain how students spend their time studying, attending class, and socializing with peers

Example of an argumentative thesis statement:

Present an argument and give evidence to support the claim that students should pursue community projects before entering college

Research Paper Guide

Research Paper Problem Statement

Writing a Problem Statement for a Research Paper - A Comprehensive Guide

11 min read

how to write a problem statement for a research paper

What is a Problem Statement?

A problem statement is a brief and clear explanation of the issue or challenge your research is all about.

This statement is super important because it outlines what your study is going to look at, why it's essential, and what gap it aims to fill.

What Goes in a Problem Statement of a Research Paper?

The construction of an effective problem statement involves several key components.

Key Questions to Address When Writing a Problem Statement

Writing an effective problem statement involves addressing several key questions to ensure clarity and precision in your research focus.

Here are essential questions to consider:

What is the Problem? Clearly define the specific problem or gap in knowledge that your research aims to address.
Why is it a Problem? Explain why it's important to address this issue, considering its impact on the field of study, society, or specific stakeholders.
What is the Context? Help readers understand the broader setting and any existing research that led to the identification of the problem.
Who is Affected? Understanding the stakeholders involved provides insight into the real-world implications of your research.
What are the Limitations? Clearly state what aspects will be included in the study and what will be excluded to maintain focus.
What is the Purpose of the Research? Clarify whether your goal is to explore, explain, describe, or evaluate aspects related to the identified problem.
How will the Problem be Investigated? This gives readers a preview of how you plan to address and explore the identified problem.

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How to Write the Problem Statement for a Research Paper?

Writing a clear and effective problem statement is crucial for a research paper . Here are three steps to help you create a strong problem statement:

Step 1: Provide Context for Your Study

Begin by presenting background information related to your research topic.

Discuss the historical context, key concepts, and relevant theories. This helps readers understand the broader context within which your study is situated.

The next step is to conduct a comprehensive literature review to highlight existing research on the topic.

Identify gaps, controversies, or areas where further investigation is needed. This review sets the stage for justifying the necessity of your study.

Practical Research Problems

Practical research problems are focused on addressing real-world issues. These problems are rooted in the tangible and have direct implications for practical scenarios.

Practical research is typically concerned with providing solutions, strategies, or interventions that can be implemented in the real world.

Tips for Practical Research Problems:

Relevance : Ensure that your research questions directly address and contribute to solving practical challenges.
Applicability : Focus on outcomes that can be implemented to bring about positive changes in real-world situations.
Feasibility : Choose research methodologies that are practical and realistic within the constraints of the research context.

Theoretical Research Problems

Theoretical research problems, on the other hand, are centered around building and expanding theoretical frameworks. They contribute to the broader understanding of concepts, relationships, or phenomena.

Theoretical research may not have immediate practical applications but adds depth and nuance to the theoretical foundations of a field.

Tips for Theoretical Research Problems:

Conceptual Depth : Formulate research questions that delve into abstract concepts or relationships between theoretical constructs.
Knowledge Development : Aim to contribute to the theoretical foundations of the field by generating new insights or refining existing theories.
Innovation : Explore novel perspectives or propose new conceptual models that can advance theoretical understanding within the chosen domain.

Step 2: Justify the Significance of Your Research

Clearly articulate the significance of the problem or gap identified in your literature review.

Explain why it is important to address this issue and how resolving it could contribute to the advancement of knowledge in your field.

After this step, discuss the practical implications of your research.

Explain how the outcomes may be applied in real-world scenarios or how they may inform decision-making processes. Highlight any potential benefits or positive impacts on the field.

Step 3: Outline Specific Aims and Objectives

Aims : Clearly state the overarching goal or purpose of your research. This should reflect the broader intention of your study without going into specific details.
Objectives : Break down the overall aim into specific, measurable, achievable, relevant, and time-bound (SMART) objectives. These objectives provide a roadmap for your research, outlining the concrete steps you will take to achieve your aim.
Research Questions or Hypotheses : Based on your objectives, formulate specific research questions or hypotheses that guide your investigation. These questions should align with the identified problem and provide a clear focus for your study.

Research Problem Statement Example

Looking at good examples of research problem statements can be really helpful. They act like templates that inspire and guide you in creating your own.

Let's check out an example to see how all these parts work together to make a strong and effective research problem statement.

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Tips for Writing an Effective Problem Statement for Your Research Paper

Follow these practical tips to ensure your problem statement is impactful and well-crafted:

Clarity is Key: Clearly articulate the problem, avoiding ambiguity. Ensure your reader understands the issue from the outset.
Conciseness Matters : Keep your statement concise. Aim for brevity while covering the essential aspects of the problem.
Relevance to the Field: Emphasize the significance of the problem within the larger context of your field. Explain why it matters.
Identify Gaps : Highlight any gaps or limitations in existing knowledge that your research aims to address. This adds value to your study.
Stay Focused: Keep your problem statement focused on the main issue. Avoid including unnecessary details that may distract from the central point.
Precision in Language : Use precise and clear language. Avoid jargon that may confuse your audience.
Think About Objectives : Link your problem statement to the specific objectives of your research. Clearly state what you aim to achieve.

In the end, crafting an outstanding problem statement is really important for any research to succeed. When you answer important questions like what the problem is and how you're going to study it, you build a strong foundation for your research.

So, take your time to create a clear problem statement, But if you find it hard, turn to the professionals!

Our experts at MyPerfectWords.com will craft you an outstanding research paper that will help you succeed! With our dedication and 24/7 support, we are always at your service!

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Frequently Asked Questions

How long should a research problem statement be.

A good problem statement is usually one to three paragraphs. Focus on being clear about the issue, why it matters, and any gaps in what we know. Avoid unnecessary details so your reader gets the point without getting overwhelmed.

Where Should You Put The Problem Statement In Your Paper?

The problem statement is typically positioned in the introduction of your paper. By placing it in the introduction, you set the stage for the rest of your research and help readers understand the significance of your work.

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Writing Survey Questions

Perhaps the most important part of the survey process is the creation of questions that accurately measure the opinions, experiences and behaviors of the public. Accurate random sampling will be wasted if the information gathered is built on a shaky foundation of ambiguous or biased questions. Creating good measures involves both writing good questions and organizing them to form the questionnaire.

Questionnaire design is a multistage process that requires attention to many details at once. Designing the questionnaire is complicated because surveys can ask about topics in varying degrees of detail, questions can be asked in different ways, and questions asked earlier in a survey may influence how people respond to later questions. Researchers are also often interested in measuring change over time and therefore must be attentive to how opinions or behaviors have been measured in prior surveys.

Surveyors may conduct pilot tests or focus groups in the early stages of questionnaire development in order to better understand how people think about an issue or comprehend a question. Pretesting a survey is an essential step in the questionnaire design process to evaluate how people respond to the overall questionnaire and specific questions, especially when questions are being introduced for the first time.

For many years, surveyors approached questionnaire design as an art, but substantial research over the past forty years has demonstrated that there is a lot of science involved in crafting a good survey questionnaire. Here, we discuss the pitfalls and best practices of designing questionnaires.

Question development

There are several steps involved in developing a survey questionnaire. The first is identifying what topics will be covered in the survey. For Pew Research Center surveys, this involves thinking about what is happening in our nation and the world and what will be relevant to the public, policymakers and the media. We also track opinion on a variety of issues over time so we often ensure that we update these trends on a regular basis to better understand whether people’s opinions are changing.

At Pew Research Center, questionnaire development is a collaborative and iterative process where staff meet to discuss drafts of the questionnaire several times over the course of its development. We frequently test new survey questions ahead of time through qualitative research methods such as focus groups , cognitive interviews, pretesting (often using an online, opt-in sample ), or a combination of these approaches. Researchers use insights from this testing to refine questions before they are asked in a production survey, such as on the ATP.

Measuring change over time

Many surveyors want to track changes over time in people’s attitudes, opinions and behaviors. To measure change, questions are asked at two or more points in time. A cross-sectional design surveys different people in the same population at multiple points in time. A panel, such as the ATP, surveys the same people over time. However, it is common for the set of people in survey panels to change over time as new panelists are added and some prior panelists drop out. Many of the questions in Pew Research Center surveys have been asked in prior polls. Asking the same questions at different points in time allows us to report on changes in the overall views of the general public (or a subset of the public, such as registered voters, men or Black Americans), or what we call “trending the data”.

When measuring change over time, it is important to use the same question wording and to be sensitive to where the question is asked in the questionnaire to maintain a similar context as when the question was asked previously (see question wording and question order for further information). All of our survey reports include a topline questionnaire that provides the exact question wording and sequencing, along with results from the current survey and previous surveys in which we asked the question.

The Center’s transition from conducting U.S. surveys by live telephone interviewing to an online panel (around 2014 to 2020) complicated some opinion trends, but not others. Opinion trends that ask about sensitive topics (e.g., personal finances or attending religious services ) or that elicited volunteered answers (e.g., “neither” or “don’t know”) over the phone tended to show larger differences than other trends when shifting from phone polls to the online ATP. The Center adopted several strategies for coping with changes to data trends that may be related to this change in methodology. If there is evidence suggesting that a change in a trend stems from switching from phone to online measurement, Center reports flag that possibility for readers to try to head off confusion or erroneous conclusions.

Open- and closed-ended questions

One of the most significant decisions that can affect how people answer questions is whether the question is posed as an open-ended question, where respondents provide a response in their own words, or a closed-ended question, where they are asked to choose from a list of answer choices.

For example, in a poll conducted after the 2008 presidential election, people responded very differently to two versions of the question: “What one issue mattered most to you in deciding how you voted for president?” One was closed-ended and the other open-ended. In the closed-ended version, respondents were provided five options and could volunteer an option not on the list.

When explicitly offered the economy as a response, more than half of respondents (58%) chose this answer; only 35% of those who responded to the open-ended version volunteered the economy. Moreover, among those asked the closed-ended version, fewer than one-in-ten (8%) provided a response other than the five they were read. By contrast, fully 43% of those asked the open-ended version provided a response not listed in the closed-ended version of the question. All of the other issues were chosen at least slightly more often when explicitly offered in the closed-ended version than in the open-ended version. (Also see “High Marks for the Campaign, a High Bar for Obama” for more information.)

Researchers will sometimes conduct a pilot study using open-ended questions to discover which answers are most common. They will then develop closed-ended questions based off that pilot study that include the most common responses as answer choices. In this way, the questions may better reflect what the public is thinking, how they view a particular issue, or bring certain issues to light that the researchers may not have been aware of.

When asking closed-ended questions, the choice of options provided, how each option is described, the number of response options offered, and the order in which options are read can all influence how people respond. One example of the impact of how categories are defined can be found in a Pew Research Center poll conducted in January 2002. When half of the sample was asked whether it was “more important for President Bush to focus on domestic policy or foreign policy,” 52% chose domestic policy while only 34% said foreign policy. When the category “foreign policy” was narrowed to a specific aspect – “the war on terrorism” – far more people chose it; only 33% chose domestic policy while 52% chose the war on terrorism.

In most circumstances, the number of answer choices should be kept to a relatively small number – just four or perhaps five at most – especially in telephone surveys. Psychological research indicates that people have a hard time keeping more than this number of choices in mind at one time. When the question is asking about an objective fact and/or demographics, such as the religious affiliation of the respondent, more categories can be used. In fact, they are encouraged to ensure inclusivity. For example, Pew Research Center’s standard religion questions include more than 12 different categories, beginning with the most common affiliations (Protestant and Catholic). Most respondents have no trouble with this question because they can expect to see their religious group within that list in a self-administered survey.

In addition to the number and choice of response options offered, the order of answer categories can influence how people respond to closed-ended questions. Research suggests that in telephone surveys respondents more frequently choose items heard later in a list (a “recency effect”), and in self-administered surveys, they tend to choose items at the top of the list (a “primacy” effect).

Because of concerns about the effects of category order on responses to closed-ended questions, many sets of response options in Pew Research Center’s surveys are programmed to be randomized to ensure that the options are not asked in the same order for each respondent. Rotating or randomizing means that questions or items in a list are not asked in the same order to each respondent. Answers to questions are sometimes affected by questions that precede them. By presenting questions in a different order to each respondent, we ensure that each question gets asked in the same context as every other question the same number of times (e.g., first, last or any position in between). This does not eliminate the potential impact of previous questions on the current question, but it does ensure that this bias is spread randomly across all of the questions or items in the list. For instance, in the example discussed above about what issue mattered most in people’s vote, the order of the five issues in the closed-ended version of the question was randomized so that no one issue appeared early or late in the list for all respondents. Randomization of response items does not eliminate order effects, but it does ensure that this type of bias is spread randomly.

Questions with ordinal response categories – those with an underlying order (e.g., excellent, good, only fair, poor OR very favorable, mostly favorable, mostly unfavorable, very unfavorable) – are generally not randomized because the order of the categories conveys important information to help respondents answer the question. Generally, these types of scales should be presented in order so respondents can easily place their responses along the continuum, but the order can be reversed for some respondents. For example, in one of Pew Research Center’s questions about abortion, half of the sample is asked whether abortion should be “legal in all cases, legal in most cases, illegal in most cases, illegal in all cases,” while the other half of the sample is asked the same question with the response categories read in reverse order, starting with “illegal in all cases.” Again, reversing the order does not eliminate the recency effect but distributes it randomly across the population.

Question wording

The choice of words and phrases in a question is critical in expressing the meaning and intent of the question to the respondent and ensuring that all respondents interpret the question the same way. Even small wording differences can substantially affect the answers people provide.

[View more Methods 101 Videos ]

An example of a wording difference that had a significant impact on responses comes from a January 2003 Pew Research Center survey. When people were asked whether they would “favor or oppose taking military action in Iraq to end Saddam Hussein’s rule,” 68% said they favored military action while 25% said they opposed military action. However, when asked whether they would “favor or oppose taking military action in Iraq to end Saddam Hussein’s rule even if it meant that U.S. forces might suffer thousands of casualties, ” responses were dramatically different; only 43% said they favored military action, while 48% said they opposed it. The introduction of U.S. casualties altered the context of the question and influenced whether people favored or opposed military action in Iraq.

There has been a substantial amount of research to gauge the impact of different ways of asking questions and how to minimize differences in the way respondents interpret what is being asked. The issues related to question wording are more numerous than can be treated adequately in this short space, but below are a few of the important things to consider:

First, it is important to ask questions that are clear and specific and that each respondent will be able to answer. If a question is open-ended, it should be evident to respondents that they can answer in their own words and what type of response they should provide (an issue or problem, a month, number of days, etc.). Closed-ended questions should include all reasonable responses (i.e., the list of options is exhaustive) and the response categories should not overlap (i.e., response options should be mutually exclusive). Further, it is important to discern when it is best to use forced-choice close-ended questions (often denoted with a radio button in online surveys) versus “select-all-that-apply” lists (or check-all boxes). A 2019 Center study found that forced-choice questions tend to yield more accurate responses, especially for sensitive questions. Based on that research, the Center generally avoids using select-all-that-apply questions.

It is also important to ask only one question at a time. Questions that ask respondents to evaluate more than one concept (known as double-barreled questions) – such as “How much confidence do you have in President Obama to handle domestic and foreign policy?” – are difficult for respondents to answer and often lead to responses that are difficult to interpret. In this example, it would be more effective to ask two separate questions, one about domestic policy and another about foreign policy.

In general, questions that use simple and concrete language are more easily understood by respondents. It is especially important to consider the education level of the survey population when thinking about how easy it will be for respondents to interpret and answer a question. Double negatives (e.g., do you favor or oppose not allowing gays and lesbians to legally marry) or unfamiliar abbreviations or jargon (e.g., ANWR instead of Arctic National Wildlife Refuge) can result in respondent confusion and should be avoided.

Similarly, it is important to consider whether certain words may be viewed as biased or potentially offensive to some respondents, as well as the emotional reaction that some words may provoke. For example, in a 2005 Pew Research Center survey, 51% of respondents said they favored “making it legal for doctors to give terminally ill patients the means to end their lives,” but only 44% said they favored “making it legal for doctors to assist terminally ill patients in committing suicide.” Although both versions of the question are asking about the same thing, the reaction of respondents was different. In another example, respondents have reacted differently to questions using the word “welfare” as opposed to the more generic “assistance to the poor.” Several experiments have shown that there is much greater public support for expanding “assistance to the poor” than for expanding “welfare.”

We often write two versions of a question and ask half of the survey sample one version of the question and the other half the second version. Thus, we say we have two forms of the questionnaire. Respondents are assigned randomly to receive either form, so we can assume that the two groups of respondents are essentially identical. On questions where two versions are used, significant differences in the answers between the two forms tell us that the difference is a result of the way we worded the two versions.

One of the most common formats used in survey questions is the “agree-disagree” format. In this type of question, respondents are asked whether they agree or disagree with a particular statement. Research has shown that, compared with the better educated and better informed, less educated and less informed respondents have a greater tendency to agree with such statements. This is sometimes called an “acquiescence bias” (since some kinds of respondents are more likely to acquiesce to the assertion than are others). This behavior is even more pronounced when there’s an interviewer present, rather than when the survey is self-administered. A better practice is to offer respondents a choice between alternative statements. A Pew Research Center experiment with one of its routinely asked values questions illustrates the difference that question format can make. Not only does the forced choice format yield a very different result overall from the agree-disagree format, but the pattern of answers between respondents with more or less formal education also tends to be very different.

One other challenge in developing questionnaires is what is called “social desirability bias.” People have a natural tendency to want to be accepted and liked, and this may lead people to provide inaccurate answers to questions that deal with sensitive subjects. Research has shown that respondents understate alcohol and drug use, tax evasion and racial bias. They also may overstate church attendance, charitable contributions and the likelihood that they will vote in an election. Researchers attempt to account for this potential bias in crafting questions about these topics. For instance, when Pew Research Center surveys ask about past voting behavior, it is important to note that circumstances may have prevented the respondent from voting: “In the 2012 presidential election between Barack Obama and Mitt Romney, did things come up that kept you from voting, or did you happen to vote?” The choice of response options can also make it easier for people to be honest. For example, a question about church attendance might include three of six response options that indicate infrequent attendance. Research has also shown that social desirability bias can be greater when an interviewer is present (e.g., telephone and face-to-face surveys) than when respondents complete the survey themselves (e.g., paper and web surveys).

Lastly, because slight modifications in question wording can affect responses, identical question wording should be used when the intention is to compare results to those from earlier surveys. Similarly, because question wording and responses can vary based on the mode used to survey respondents, researchers should carefully evaluate the likely effects on trend measurements if a different survey mode will be used to assess change in opinion over time.

Question order

Once the survey questions are developed, particular attention should be paid to how they are ordered in the questionnaire. Surveyors must be attentive to how questions early in a questionnaire may have unintended effects on how respondents answer subsequent questions. Researchers have demonstrated that the order in which questions are asked can influence how people respond; earlier questions can unintentionally provide context for the questions that follow (these effects are called “order effects”).

One kind of order effect can be seen in responses to open-ended questions. Pew Research Center surveys generally ask open-ended questions about national problems, opinions about leaders and similar topics near the beginning of the questionnaire. If closed-ended questions that relate to the topic are placed before the open-ended question, respondents are much more likely to mention concepts or considerations raised in those earlier questions when responding to the open-ended question.

For closed-ended opinion questions, there are two main types of order effects: contrast effects ( where the order results in greater differences in responses), and assimilation effects (where responses are more similar as a result of their order).

An example of a contrast effect can be seen in a Pew Research Center poll conducted in October 2003, a dozen years before same-sex marriage was legalized in the U.S. That poll found that people were more likely to favor allowing gays and lesbians to enter into legal agreements that give them the same rights as married couples when this question was asked after one about whether they favored or opposed allowing gays and lesbians to marry (45% favored legal agreements when asked after the marriage question, but 37% favored legal agreements without the immediate preceding context of a question about same-sex marriage). Responses to the question about same-sex marriage, meanwhile, were not significantly affected by its placement before or after the legal agreements question.

Another experiment embedded in a December 2008 Pew Research Center poll also resulted in a contrast effect. When people were asked “All in all, are you satisfied or dissatisfied with the way things are going in this country today?” immediately after having been asked “Do you approve or disapprove of the way George W. Bush is handling his job as president?”; 88% said they were dissatisfied, compared with only 78% without the context of the prior question.

Responses to presidential approval remained relatively unchanged whether national satisfaction was asked before or after it. A similar finding occurred in December 2004 when both satisfaction and presidential approval were much higher (57% were dissatisfied when Bush approval was asked first vs. 51% when general satisfaction was asked first).

Several studies also have shown that asking a more specific question before a more general question (e.g., asking about happiness with one’s marriage before asking about one’s overall happiness) can result in a contrast effect. Although some exceptions have been found, people tend to avoid redundancy by excluding the more specific question from the general rating.

Assimilation effects occur when responses to two questions are more consistent or closer together because of their placement in the questionnaire. We found an example of an assimilation effect in a Pew Research Center poll conducted in November 2008 when we asked whether Republican leaders should work with Obama or stand up to him on important issues and whether Democratic leaders should work with Republican leaders or stand up to them on important issues. People were more likely to say that Republican leaders should work with Obama when the question was preceded by the one asking what Democratic leaders should do in working with Republican leaders (81% vs. 66%). However, when people were first asked about Republican leaders working with Obama, fewer said that Democratic leaders should work with Republican leaders (71% vs. 82%).

The order questions are asked is of particular importance when tracking trends over time. As a result, care should be taken to ensure that the context is similar each time a question is asked. Modifying the context of the question could call into question any observed changes over time (see measuring change over time for more information).

A questionnaire, like a conversation, should be grouped by topic and unfold in a logical order. It is often helpful to begin the survey with simple questions that respondents will find interesting and engaging. Throughout the survey, an effort should be made to keep the survey interesting and not overburden respondents with several difficult questions right after one another. Demographic questions such as income, education or age should not be asked near the beginning of a survey unless they are needed to determine eligibility for the survey or for routing respondents through particular sections of the questionnaire. Even then, it is best to precede such items with more interesting and engaging questions. One virtue of survey panels like the ATP is that demographic questions usually only need to be asked once a year, not in each survey.

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ABOUT PEW RESEARCH CENTER Pew Research Center is a nonpartisan fact tank that informs the public about the issues, attitudes and trends shaping the world. It conducts public opinion polling, demographic research, media content analysis and other empirical social science research. Pew Research Center does not take policy positions. It is a subsidiary of The Pew Charitable Trusts .

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April 23, 2024

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February 3, 2023 - Ruth L. Kirschstein National Research Service Award (NRSA) Stipends, Tuition/Fees and Other Budgetary Levels Effective for Fiscal Year 2023. See Notice NOT-OD-23-076

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This Notice supersedes NOT-OD-23-076 and establishes stipend levels for fiscal year (FY) 2024 Kirschstein-NRSA awards for undergraduate, predoctoral, and postdoctoral trainees and fellows, as shown in the tables below which reflects the Further Consolidated Appropriations Act, 2024 ( Public Law 118-047 ), signed into law on March 23, 2024. NIH is being responsive, as much as possible given the constrained budget environment, to the Advisory Committee to the Director Working Group on Re-Envisioning NIH-Supported Postdoctoral Training report recommendations. In fact, FY 2024 stipend levels for predoctoral and postdoctoral trainees and fellows represents the largest year-over-year increase in recent history. We are committed to reaching the $70,000 recommendation over the next 3-4 years, as appropriations allow. The Training Related Expenses and Institutional Allowances for predoctoral and postdoctoral trainees and fellows reflect a moderate increase. The Tuition and Fees for all educational levels remain unchanged from the prior budget year. See NIH Funding Strategies for guidance on current NIH Fiscal Operations.

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How to Create Effective Journey Maps: Learnings from the IxDF Course

A low conversion rate (below 2%) usually means a website struggles to keep visitors interested. Journey mapping helps identify why visitors leave quickly and tracks every step of a user's interaction with a website. The goal is simple: to create a smooth, enjoyable journey to make users return. Learn the secrets of journey maps with the IxDF course, Journey mapping . This course shows you how to pinpoint improvement areas effectively and how to enhance user satisfaction and loyalty.

Have you ever found yourself lost on a website, unsure where to click next? Frustrating digital experiences make us want to give up and leave. This is why journey mapping is so important. It's a strategic approach in UX design that lays out a user's path through a product or service. When you understand each step a user takes, you can create more intuitive and enjoyable experiences.

In journey mapping, you plot a course to guide users from one point to another. This method reveals the pain points and moments of delight in a user's product interaction. When you smooth out these critical junctures, you can craft solutions that meet and exceed user expectations.

“ Good design is obvious. Great design is transparent.” - Joe Sparano

Journey mapping equips us with the insights needed to refine the user experience and create first encounters with your product, both positive and memorable. Since 94% of first impressions relate to a website's design, it’s critical to make an excellent first impression through a well-mapped user journey. A solid understanding of journey mapping principles can transform a confusing or mediocre user experience into one that’s engaging and seamless.

To create seamless user journeys, you must understand the journey mapping process in detail. Look at the fundamental aspects you should explore to craft better digital experiences.

Journey Mapping: The Essentials

Journey mapping enables teams to visualize the user's experience from initial contact through various interactions to the final goal. Let’s run through the basics.

What is Journey Mapping?

Journey mapping creates a detailed visualization of a user's experience with a product or service. It maps out each step a user takes. It highlights their feelings, motivations and challenges. This process helps you identify pain points and opportunities to enhance the user experience.

Watch Matt Snyder, Head of Product & Design at Hivewire, discuss journey mapping in UX.

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Why Journey Mapping Matters

Journey mapping matters because it shows where users face struggles and frustrations. If you understand these issues, you can make your websites or services better. This means happier customers who are more likely to return and recommend the product/service to others.

Consider the process users follow to book a flight online. The user's journey begins with the search for flights. Here, they might encounter their first obstacle: a confusing interface. This moment could lead to frustration. It may push them towards a competitor's website. Journey mapping would reveal this pain point and allow you to simplify the search process.

Next, the user selects a flight. If the site bombards them with too many upsell options, like seat upgrades or extra baggage, it might overwhelm them. A well-designed journey map would highlight this issue. It may suggest a more streamlined and helpful upsell process, not pushy.

Finally, the user reaches the payment section. A complex checkout process with unclear pricing and surprise charges can deter them from completing the purchase. Journey mapping pinpoints this critical moment. You may have to recommend a clearer, more concise checkout flow.

If you map out this journey, your design team can:

Simplify the flight search interface to reduce initial frustration.

Streamline the upsell process to enhance the user experience without overwhelming them.

Revise the checkout process for clarity and ease. You must encourage the completion of the purchase.

Watch this quick video that explains the power of mapping.

How Journey Mapping Improves UX

Journey mapping provides a clear framework to analyze and optimize each touchpoint in the user's journey. It allows you to:

Identify and eliminate barriers that cause frustration or abandonment.

Enhance features that users find valuable.

Design with a holistic understanding of the user's experience.

Journey Mapping Variations

Journey mapping comes in different forms. Each one offers unique insights into the user experience. These variations can help you apply the right approach to your UX challenges. You’ll learn about these variations in detail in our journey mapping course.

Experience Maps

Experience maps are the broadest form of journey maps. They map out the overall human experience in different situations. You can use these maps for more than product or service interactions. Their goal is to get a broad understanding of human behaviors and feelings.

For example, consider mapping the common experience of commuting. This could include various methods like walking or biking to public transport. Experience maps can help you spot common issues and chances for improvement. They prepare you for more detailed studies.

Example of an Experience map for ordering a car through an app. It shows the actions, problems, emotions, quotes and opportunities that relate to the user.

Customer Journey Maps

Customer journey maps narrow the focus. They focus on how a person interacts with a specific product or service. These maps help us understand a customer's experience with a business.

A customer journey map includes the following elements.

Customer persona : This defines a typical customer. You create a character that represents a part of your customer base.

Phases : Stages of the customer journey. It typically includes Awareness, Research, Consideration, Purchase and Support.

Touchpoints : These are all interaction points between the customer and your brand across different phases. This interaction may happen through marketing materials, digital presence, staff interactions, purchase process and post-purchase follow-up.

Customer thoughts, actions and emotions : Detail what customers think, do and feel at each touchpoint. Use surveys and direct feedback for accuracy.

Opportunities : You list the chances to improve the customer's experience, solve any issues they face and make their journey smoother.

For instance, with a music streaming app like Spotify, a customer journey map would show how a user finds, chooses and uses the app. It would point out their main steps and where they might have problems.

An example of a customer journey map for a music streaming app. It tracks interactions from the initial visit to the response. It also highlights emotions and thoughts at each stage.

Service Blueprints

Service blueprints build on what we learn from customer journey maps . Unlike journey maps, which focus on the customer's experience, service blueprints give us a peek into how the service works behind the scenes. They show how different parts of the service work together to support the customer's journey.

The anatomy of a service blueprint showing all the key processes in different phases. (described below)

A service blueprint maps out five key areas:

Physical evidence: This is anything the customer can see, touch or interact with, like a website or a product. It includes all the physical parts of the service.

Customer's actions: These are the steps customers take when they use the service. The service needs these actions to meet the customer's needs.

Frontstage: This area is all about what the customer interacts with directly. It's the part of the service the customer sees and uses.

Backstage: These are the parts of the service that happen out of the customer's view. They support the frontstage but remain hidden to the customer.

Supporting actions: These are the behind-the-scenes processes that make sure the service operates smoothly.

The Role of Research in Effective Journey Mapping

You need comprehensive data—both qualitative and quantitative—to create an accurate and useful journey map. This process involves understanding the problems your users face and the potential solutions. Here’s an overview of key steps to collect the necessary information.

Research Problems and Solutions

Identify the problems and opportunities within the user experience. You must look at the issue from two angles: the problem space and the solution space.

In the problem space, you aim to understand the user's challenges, needs and pain points. You typically do this through qualitative user research , such as user observation and interviews. Quantitative methods like surveys can also contribute. You don’t need to consider the existing solutions.

A straightforward perspective grid for a person aiming to become an expert drummer. This individual needs a clear path, access to drums and some instruction.

In the solution space, you ideate potential solutions to problems you identified. This shift requires a creative approach. You aim to explore various ideas that effectively address users’ needs and evaluate those in usability sessions or A/B testing.

A simple perspective grid for a Rhythm Road customer. This customer is between coaching sessions. They need help from Rhythm Road to remember to practice.

Organize Your Research

A perspective grid helps you organize and synthesize the data collected from your research. You can use it to ensure the remainder of the journey mapping process proceeds smoothly. It allows you to categorize insights based on different user perspectives or personas . This step helps you understand the experiences and expectations of your user base.

To create a perspective grid, list your user personas along one axis and the stages of their journey along the other. Fill in each cell with the Gaps/Barriers/Pain/Risks relevant to that persona at each stage. This visualization helps you identify commonalities and differences across the journey.

How to Create Journey Map Variations

Each journey map variation helps you achieve specific goals. Let's explore how to create experience maps, customer journey maps and service design blueprints.

How to Create an Experience Map

An Experience Map involves a five-step approach.

Plan your experience map : Determine the scope. Decide who needs to participate in the workshop. Consider a cross-disciplinary team for better insights.

Customer research : Gather factual data along with user stories and analytics. This step helps you fill knowledge gaps.

Run the workshop : An all-day event where diverse voices collaborate. You must plan the event for productive outcomes.

Create your experience map : Turn the workshop findings into a visual map. This map should outline general common experiences related to your field.

Use your experience map : Apply what you learned to make decisions and improvements in your organization.

How to Create a Customer Journey Map

Follow these seven steps to map out the detailed interactions users have with your organization:

Define your objectives : Determine what you aim to achieve with the map.

Gather Information : Understand your customers’ behaviors, needs and how they interact with your product.

Identify customer touchpoints : Note how customers interact with your product. Then, understand how these touchpoints affect their experience.

Outline key stages of customer experience : From the customer's perspective, map the sequence of events. Document all events from initial contact to post-purchase support.

Start mapping : Use diagrams or digital tools to visualize the journey. Include touchpoints, emotional responses and any other relevant factors.

Validate your results : Get feedback from customers and internal teams to ensure accuracy.

Analyze your map : Compare it against your goals to see if it meets customer expectations.

How to Create a Service Design Blueprint

Service design focuses on the internal workings of a service. It outlines frontstage and backstage actions. Here’s how to develop a Service Design Blueprint:

Find support : Assemble a cross-disciplinary team and secure stakeholder buy-in.

Define the goal : Set a clear scope and business objective for the blueprint.

Gather research : Unlike customer journey mapping, a blueprint requires more internal research. It includes direct observations and employee interviews.

Map the blueprint : Organize a workshop to determine the five elements encountered throughout the service delivery.

Refine and distribute : Enhance the blueprint with contextual details. Then, distribute it to stakeholders to communicate the internal processes.

The Role of a Journey Mapping Workshop (and How to Do It Right)

The effectiveness of journey mapping hinges on a detailed and well-organized journey mapping workshop. This is when teams work together to understand and improve customer experiences.

Here’s how to navigate the pre-workshop preparation and conduct the workshop.

Before the Journey -Mapping Workshop

Preparation is key. Assemble a diverse team to bring a wide range of views. Prioritize the customer personas and scenarios you'll focus on to maintain a clear focus. Share existing research with all participants to get everyone on the same page. They should understand the journey's context.

Build a Collaborative Team

Journey mapping thrives on collaboration. Include people from various departments to ensure a holistic view of the customer journey. Don’t forget to invite stakeholders who will decide on the final approach. This team will help you create the map and implement its findings.

Prioritize Actors and Scenarios

Focus on specific customer personas and how they interact with your service. It helps you create a more targeted and actionable journey map. If you cover multiple personas or scenarios, plan how to manage this complexity.

Share and Analyze Existing Research

Compile and review all data related to the journey. This may include user experience studies, marketing analysis and customer feedback. Share information before the workshop to help everyone understand the starting point.

Assign Pre-Workshop Tasks

Assign homework to make the participants well-prepared. It includes background reading and key questions related to the journey. This pre-engagement makes the workshop more effective.

During the Journey-Mapping Workshop

The workshop should be an active and engaging process. It starts with building a basic understanding. Then, you map the customer's experience and brainstorm ways to improve it.

Establish the Foundation

You bring everyone on the same page to begin. Everyone should understand journey mapping principles, existing research and input methods. Use engaging activities like trivia to refresh key concepts and energize the group.

Map the Current State

The team would create an assumption-based map of the current journey. This should reflect the team’s collective understanding. Offer attendees a template to identify pain points with ease:

" requires ______ to achieve ______."

" requires ______, allowing them to ______."

For instance: "Bob requires an easier method to compare choices, allowing him to avoid feeling swamped."

Note : It’s important to avoid using the first person , like "As a I want...". This format can be repetitive and time-consuming in documents full of user stories. It also shifts important information into sentences that make them harder to scan and understand. More importantly, you must not assume the user's perspective as that can lead developers to project their own experiences and biases onto users.

Make the map open to revisions. Use customer interviews for this phase to validate assumptions and gain fresh insights.

Vision the Future State

Use the identified pain points to brainstorm ideas to improve the customer journey. Encourage teams to think big and use metaphors in their ideas. This prevents them from focusing too early on specific solutions, like features. Sketch and critique potential future interactions to translate these ideas into tangible designs.

You need the positive aspects on green sticky notes. You can mark areas for improvement on yellow ones. The critiques help refine the ideas.

Now, merge the best elements from these individual sketches into a unified future-state flow. You can then share this consolidated journey with the whole workshop team. It will help you paint a picture of what the improved customer experience could look like.

After the Journey -Mapping Workshop

The work doesn’t end when the workshop does. Quickly share the outcomes and next steps to maintain momentum. Further test and refine the ideas generated during the workshop. It’ll bring meaningful changes to the customer journey.

Share Workshop Insights

Document and distribute the workshop's findings to all participants and stakeholders. This includes:

The journey maps created

Identified pain points

Future state designs

Keep everyone informed for continued engagement and support in implementing changes.

Bring Ideas to Life

Translate the workshop's conceptual ideas into prototypes for user testing . This iterative design and feedback process helps refine the solutions into actionable improvements to the customer journey.

Continuously Refine the Process

With each workshop, gather feedback on what worked and what didn’t to improve future sessions. This continuous improvement ensures that journey mapping remains a productive and insightful tool for your organization.

This might seem like a lot, but if you want to learn about how to set up workshops, the journey mapping course can help you. You’ll learn how to:

Increase understanding

Create visions

Guide evaluations

Plan experiments

Build a workshop plan

About the Journey Mapping Course

Journey mapping is a 7-week course that will help you solve complex design problems with simple, user-friendly solutions. You’ll learn the right journey-mapping process for your goals and master data collection and analysis with a perspective grid. Create key journey maps: experience maps, customer journey maps and service blueprints. Gain skills to run a journey mapping workshop and turn insights into real solutions.

This course will help you if you want to design smooth shopping experiences, easy signup flows or engaging apps. Start with journey mapping basics. Understand its power and role in UX design. Learn to identify, read and use various journey maps. Gain data gathering and analysis skills. Then, finish with the ability to create journey maps and lead workshops.

Make sure to benefit from practical techniques and downloadable templates. Participate in three hands-on exercises in the " Build Your Portfolio: Journey Mapping Project. " These activities solidify your learning. They also offer an option to create a case study for your portfolio.

Learn from four industry experts:

Indi Young , founder of Adaptive Path, brings her deep understanding of data gathering in journey mapping. She wrote two books, Practical Empathy and Mental Models .

Kai Wang shares insights from his experiences at CarMax and CapitalOne. She emphasizes journey mapping's organizational impact.

Head of Product & Design at Hivewire , Matt Snyder, presents journey mapping as an effective product development tool. He teaches the application of a perspective grid for smoother data-rich processes.

Christian Briggs , Senior Product Designer and Design Educator, guides you through this course with his extensive experience in digital product design and journey mapping.

This course caters to budding and intermediate designers eager to refine complex user experiences. It's ideal for:

Aspiring UX/ UI designers seeking foundational design skills.

Junior to mid-level designers aiming for advanced challenges and strategic team roles.

Product managers focused on crafting intricate experiences.

Join a global design community that shares knowledge. Collaborate, learn and grow with peers to enhance your design skills and career prospects.

Course Overview

Weekly lessons : We release each week with no deadlines.

Learning time : Approximately 9 hours and 54 minutes over the span of 7 weeks.

Where to Learn More

Enrollment for the Journey Mapping course is now open. It’s included in an IxDF membership.

To become a member, sign up here .

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Capture the new tax breaks on home improvements.

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The Inflation Reduction Act of 2022 provides substantial tax breaks for homeowners who navigate the rules. Most of the breaks started in late 2023 or early 2024 and last through 2032.

The tax breaks are designed to encourage people to make their homes more energy efficient and reduce use of fossil fuels.

Most of the program, known as the section 25C energy efficient home improvement credit, is administered by the states based on guidelines the Department of Energy issued in July 2023. Since the states have some flexibility, your potential savings depend on where you live. Also, the tax breaks are reduced, though not eliminated, as income rises.

In general, you receive a credit equal to 30% of the cost of qualified improvements, up to a dollar limit. The dollar limit varies with the type of improvement and your income. The new tax credit can be combined with those that already existed for energy-related home renovations.

The first step is to have a comprehensive home energy audit. You don’t qualify for most of the new credits unless you first have a home energy audit that meets the guidance issued by the IRS in September 2023.

You receive a credit of 30% of the cost of the audit, up to a maximum credit of $150 (30% of $500), even if you don’t make any improvements.

The audit report must be comprehensive and in writing. It must follow the process in the IRS guidance, identify the most significant and cost-effective energy efficient improvements that could be made to the residence, and include an estimate of both the energy and cost savings of each improvement discussed.

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The auditor should tell you that he or she is certified to conduct a home energy audit and that the audit and the auditor are qualified under section 25C of the tax code.

In addition to a dollar limit on each type of improvement, there’s an annual limit on the total credit per taxpayer that varies with the level of income. Because of the annual limit, some taxpayers should spread improvements over several years.

Because the combination of tax breaks and their limits can be complicated, apps have been developed to help homeowners track and plan improvements, such as Green Door and Rewiring America’s Inflation Reduction Act calculator. I haven’t used any of the apps, but they’re available for you to consider.

For details about the credit, search the IRS web site for “credit and deductions under the Inflation Reduction Act of 2022” or go to this page on the IRS web site .

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IMAGES

How To Write A Thesis Statement (with Useful Steps and Tips) • 7ESL
Research Statement
Research Statement
11 Perfect Academic Research Statement Examples (with Guide)
45 Perfect Thesis Statement Templates (+ Examples) ᐅ TemplateLab
45 Perfect Thesis Statement Templates (+ Examples) ᐅ TemplateLab

VIDEO

“How to Write a Research Statement” with Melisa Diaz
Sample and top tips for writing a research statement
Get the Professor Job with a Great Research Statement!
Statement of problem in research #Statement of problem in thesis
Cheat Sheet: Approaches to writing a research proposal
How to Write the Personal Statement for UGRAD || SOP for Global UGRAD

COMMENTS

Writing a Research Statement
The research statement is a common component of a potential candidate's application for post-undergraduate study. This may include applications for graduate programs, post-doctoral fellowships, or faculty positions. The research statement is often the primary way that a committee determines if a candidate's interests and past experience make them a good fit for their program/institution.
Research Statement : Graduate School
The research statement (or statement of research interests) is a common component of academic job applications. It is a summary of your research accomplishments, current work, and future direction and potential of your work. The statement can discuss specific issues such as: The research statement should be technical, but should be intelligible ...
PDF Writing A Research Statement
A research statement is a one to three page document that may be required to apply for an . academic job or (less frequently) graduate school. The purpose of a research statement is to describe the trajectory of your research to a selection/search committee. A research statement allows you to • show that you can take on independent research •
How to Construct a Compelling Research Statement
5. Tailor your statement to the institution. It is critical in your research statement to mention how you will make use of core facilities or resources at the institution you are applying to. If you need particular research infrastructure to do your work and the institution has it, you should mention that in your statement.
Writing a Research Statement
Prepare an outline of the topics you want to cover (e.g., professional objectives and personal background) and list supporting material under each main topic. Write a rough draft in which you transform your outline into prose. Set it aside and read it a week later. If it still sounds good, go to the next stage.
How to Write a Research Statement
Task #4: Be Succinct. When writing a research statement, many people go on for far too long. Consider three pages a maximum, and aim for two. Use subheadings to help break up the wall of text. You might also embed a well-designed figure or graph, if it will help you make a point.
Writing an Effective Research Statement
Writing an Effective Research Statement. Published on July 23, 2021. A research statement is a summary of research achievements and a proposal for upcoming research. It often includes both current aims and findings, and future goals. Research statements are usually requested as part of a relevant job application process, and often assist in the ...
PDF Writing the Research Statement for Graduate School Applications
Tips. Be specific and be concise. Applicants who write research statements should succinctly describe academic research and research-related experiences and clearly indicate how those experiences helped form skills, knowledge, and qualities that make the student a good graduate candidate.
PDF Academic Careers: Research Statements
Writing a research statement allows you to: o Further reflect on and define your research interests o Gain confidence in your research skills and desire to become a faculty member CONTENT Recent & Current Research o Research statements for current students and recent graduates usually discuss the dissertation and/or other major projects from ...
How to Write a Research Paper
Choose a research paper topic. Conduct preliminary research. Develop a thesis statement. Create a research paper outline. Write a first draft of the research paper. Write the introduction. Write a compelling body of text. Write the conclusion. The second draft.
Faculty Application: Research Statement : EECS Communication Lab
In EECS, faculty research statements focus on past/current work. However, it is important to also include your vision for the future, which should build on your previous work. This statement should convince the committee that your future work is important, relevant, and feasible. The future work section should go beyond direct extensions of ...
Research statements for faculty job applications
Step 4: The research statement is typically a few (2-3) pages in length, depending on the number of images, illustrations, or graphs included. Once you have completed the steps above, schedule an appointment with a career advisor to get feedback on your draft. You should also try to get faculty in your department to review your document if they ...
Developing A Thesis
A good thesis has two parts. It should tell what you plan to argue, and it should "telegraph" how you plan to argue—that is, what particular support for your claim is going where in your essay. Steps in Constructing a Thesis. First, analyze your primary sources. Look for tension, interest, ambiguity, controversy, and/or complication.
11 Perfect Academic Research Statement Examples (with Guide)
How to Write a Research Statement. For a research statement to get its message across, a good format is required, poor formatting may have you lose structure and deliver your points in a disorderly fashion. A great statement should follow the following format: Introduction. As any other academic document, a research statement needs a good ...
Writing Strong Research Questions
A good research question is essential to guide your research paper, dissertation, or thesis. All research questions should be: Focused on a single problem or issue. Researchable using primary and/or secondary sources. Feasible to answer within the timeframe and practical constraints. Specific enough to answer thoroughly.
PDF How to Write an Effective Research Statement
The TRB Conduct of Research Committee has put together some resources for you to consider, beginning with a critical first step in obtaining funds: Writing an effective research statement. In this Webinar you will hear practical guidance from a TRB senior program officer who has reviewed many a project statement - the good, the bad, and the ugly.
How to Write an Effective Teaching and Research Statement
These statements should express how the teaching and research efforts were done for the benefit of the students or other researchers. A tone of humility is preferred over a selfish one. This helps to emphasize the motivation for which these tasks were done. Both of these statements give insight into what drives the person and helps the employer ...
How to Write a Thesis Statement
Placement of the thesis statement. Step 1: Start with a question. Step 2: Write your initial answer. Step 3: Develop your answer. Step 4: Refine your thesis statement. Types of thesis statements. Other interesting articles. Frequently asked questions about thesis statements.
How To Write an Effective Research Statement
Writing an effective research statement is not a simple matter, even to transportation practitioners who face serious problems and challenges on a daily basis. The research needed might be obvious to them but difficult to describe to non-specialists. They may not have thought about how to quantify it or how to justify the needed research with ...
Appendix A: How to Write an Effective Research Statement
Get as much support as possible for your research statement before you submit it. Show it to your colleagues, other experts, and managers in your organization to get their advice. Modify the statement if necessary to address their ideas. Don't forget to review the research statement for correct spelling and grammar.
Creating a Thesis Statement, Thesis Statement Tips
Tips for Writing Your Thesis Statement. 1. Determine what kind of paper you are writing: An analytical paper breaks down an issue or an idea into its component parts, evaluates the issue or idea, and presents this breakdown and evaluation to the audience.; An expository (explanatory) paper explains something to the audience.; An argumentative paper makes a claim about a topic and justifies ...
Writing a Problem Statement for a Research Paper
How to Write the Problem Statement for a Research Paper? Writing a clear and effective problem statement is crucial for a research paper. Here are three steps to help you create a strong problem statement: Step 1: Provide Context for Your Study. Begin by presenting background information related to your research topic.
Writing Survey Questions
This behavior is even more pronounced when there's an interviewer present, rather than when the survey is self-administered. A better practice is to offer respondents a choice between alternative statements. A Pew Research Center experiment with one of its routinely asked values questions illustrates the difference that question format can make.
7 Steps to Writing the Perfect Project Proposal
You have this wonderful idea for a project. The more you research it, the more you think it's something worth the funding and resources. It's a potential game-changer, and if things work out ...
NOT-OD-24-104: Ruth L. Kirschstein National Research Service Award
It should be noted that the maximum amount that NIH will award to support the compensation package for a graduate student research assistant remains at the zero level postdoctoral stipend, as described in the NIH Grants Policy Statement 2.3.7.9. Tuition and Fees, Training Related Expenses, and Institutional Allowance for Kirschstein-NRSA Recipients
How to Write a Problem Statement
In academic research, writing a problem statement can help you contextualize and understand the significance of your research problem. ... Practical research aims and objectives The aim of this research is to investigate effective engagement strategies to increase voter turnout in the Southeast. It will identify the most significant factors in ...
How to Create Effective Journey Maps: Learnings from the IxDF Course
The Role of Research in Effective Journey Mapping. You need comprehensive data—both qualitative and quantitative—to create an accurate and useful journey map. This process involves understanding the problems your users face and the potential solutions. Here's an overview of key steps to collect the necessary information.
FTC Announces Rule Banning Noncompetes
Chair Lina M. Khan will issue a separate statement. The final rule will become effective 120 days after publication in the Federal Register. Once the rule is effective, market participants can report information about a suspected violation of the rule to the Bureau of Competition by emailing [email protected].
Capture The New Tax Breaks On Home Improvements
getty. The Inflation Reduction Act of 2022 provides substantial tax breaks for homeowners who navigate the rules. Most of the breaks started in late 2023 or early 2024 and last through 2032.
Fact Sheet on FTC's Proposed Final Noncompete Rule
The final rule bans new noncompetes with all workers, including senior executives after the effective date. Specifically, the final rule provides that it is an unfair method of competition—and therefore a violation of Section 5 of the FTC Act—for employers to enter into noncompetes with workers after the effective date.