open · Strategy · 60–120 min · 1-10 people · low energy
Research Plan
The Research Plan is a structured document that outlines the objectives, methodologies, participants, timeline, and resources required for a research project. It ensures a focused and efficient research process by aligning the team and stakeholders on a clear approach.
When to use Research Plan
Use this method at the beginning of any research project to define the scope, methods, and logistics, especially when involving fieldwork or multiple teams.
What it solves
Lack of clarity and alignment on research goals and methods, leading to wasted effort and inconsistent data collection.
How to run Research Plan, step by step
- Define Research Goals (15 min): Clearly articulate the objectives of the research and the key questions to be answered.
- Select Methodologies (20 min): Choose appropriate research methods (e.g., interviews, surveys, observations) based on the research goals.
- Identify Participants (15 min): Define the target audience and recruitment strategy for research participants.
- Develop Timeline (15 min): Create a realistic timeline for each phase of the research, including data collection, analysis, and reporting.
- Allocate Resources (15 min): Identify and allocate necessary resources, such as budget, personnel, and tools.
Materials needed
- Whiteboard or virtual whiteboard
- Markers or digital pens
- Project management software (optional)
- Document editing software
Facilitator tips
- Ensure all team members have a shared understanding of the research goals.
- Incorporate debriefing sessions into the schedule to prevent burnout and maintain focus.
Common pitfalls
- Unrealistic timelines: Break down tasks into smaller, manageable steps and allocate sufficient time.
- Lack of stakeholder buy-in: Involve stakeholders early in the planning process to ensure alignment and support.
Variations
- Create a visual research plan using a mind map or flowchart.
- Develop a lightweight research plan for smaller, less complex projects.
Running it online or hybrid
Use collaborative document editing tools and virtual whiteboards to co-create the plan.
What it produces
A documented research plan outlining goals, methodologies, participants, timeline, and resources.
Origin
Adapted from Service Design Tools — source
Build a session around Research Plan
METODIC places Research Plan inside a complete, timed session plan — agenda, worksheets, facilitator guide and slides — matched to your group and goal.