Research Design | A Step-by-Step Guide with Examples
A research design is a strategy for answering your research question using empirical data. Creating a research design means making decisions about:
- Your overall aims and approach
- The type of research design you’ll use
- Your sampling methods or criteria for selecting subjects
- Your data collection methods
- The procedures you’ll follow to collect data
- Your data analysis methods
A well-planned research design helps ensure that your methods match your research aims and that you use the right kind of analysis for your data.
You might have to write up a research design as a standalone assignment, or it might be part of a larger research proposal or other project. In either case, you should carefully consider which methods are most appropriate and feasible for answering your question.
Table of contents
- Step 1: Consider your aims and approach
- Step 2: Choose a type of research design
- Step 3: Identify your population and sampling method
- Step 4: Choose your data collection methods
- Step 5: Plan your data collection procedures
- Step 6: Decide on your data analysis strategies
- Frequently asked questions about research design
Step 1: Consider your aims and approach
Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.
There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities—start by thinking carefully about what you want to achieve.
The first choice you need to make is whether you’ll take a qualitative or quantitative approach.
|Qualitative approach||Quantitative approach|
It’s also possible to use a mixed-methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.
Practical and ethical considerations when designing research
As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics.
- How much time do you have to collect data and write up the research?
- Will you be able to gain access to the data you need (e.g. by travelling to a specific location or contacting specific people)?
- Do you have the necessary research skills (e.g. statistical analysis or interview techniques)?
- Will you need ethical approval?
At each stage of the research design process, make sure that your choices are practically feasible.
Step 2: Choose a type of research design
Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.
Types of quantitative research designs
Quantitative designs can be split into four main types. Experimental and quasi-experimental designs allow you to test cause-and-effect relationships, while descriptive and correlational designs allow you to measure variables and describe relationships between them.
|Type of design||Purpose and characteristics|
With descriptive and correlational designs, you can get a clear picture of characteristics, trends and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation).
Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.
Types of qualitative research designs
Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.
The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analyzing the data.
|Type of design||Purpose and characteristics|
Step 3: Identify your population and sampling method
Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.
In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.
Defining the population
A population can be made up of anything you want to study—plants, animals, organizations, texts, countries, etc. In the social sciences, it most often refers to a group of people.
For example, will you focus on people from a specific demographic, region or background? Are you interested in people with a certain job or medical condition, or users of a particular product?
The more precisely you define your population, the easier it will be to gather a representative sample.
Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.
To select a sample, there are two main approaches: probability sampling and non-probability sampling. The sampling method you use affects how confidently you can generalize your results to the population as a whole.
|Probability sampling||Non-probability sampling|
Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.
For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.
Case selection in qualitative research
In some types of qualitative designs, sampling may not be relevant.
For example, in an ethnography or a case study, your aim is to deeply understand a specific context, not to generalize to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.
In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question.
For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.
Step 4: Choose your data collection methods
Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.
You can choose just one data collection method, or use several methods in the same study.
Surveys allow you to collect data about opinions, behaviours, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews.
Observations allow you to collect data unobtrusively, observing characteristics, behaviours or social interactions without relying on self-reporting.
Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.
|Quantitative observation||Qualitative observation|
Other methods of data collection
There are many other ways you might collect data depending on your field and topic.
|Field||Examples of data collection methods|
|Media & communication||Collecting a sample of texts (e.g. speeches, articles, or social media posts) for data on cultural norms and narratives|
|Psychology||Using technologies like neuroimaging, eye-tracking, or computer-based tasks to collect data on things like attention, emotional response, or reaction time|
|Education||Using tests or assignments to collect data on knowledge and skills|
|Physical sciences||Using scientific instruments to collect data on things like weight, blood pressure, or chemical composition|
If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what kinds of data collection methods they used.
If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected—for example, datasets from government surveys or previous studies on your topic.
With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.
Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.
However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.
Step 5: Plan your data collection procedures
As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.
Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are reliable and valid.
Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalization means turning these fuzzy ideas into measurable indicators.
If you’re using observations, which events or actions will you count?
If you’re using surveys, which questions will you ask and what range of responses will be offered?
You may also choose to use or adapt existing materials designed to measure the concept you’re interested in—for example, questionnaires or inventories whose reliability and validity has already been established.
Reliability and validity
For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.
If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.
As well as choosing an appropriate sampling method, you need a concrete plan for how you’ll actually contact and recruit your selected sample.
That means making decisions about things like:
- How many participants do you need for an adequate sample size?
- What inclusion and exclusion criteria will you use to identify eligible participants?
- How will you contact your sample—by mail, online, by phone, or in person?
If you’re using a probability sampling method, it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?
If you’re using a non-probability method, how will you avoid bias and ensure a representative sample?
It’s also important to create a data management plan for organizing and storing your data.
Will you need to transcribe interviews or perform data entry for observations? You should anonymize and safeguard any sensitive data, and make sure it’s backed up regularly.
Keeping your data well-organized will save time when it comes to analyzing it. It can also help other researchers validate and add to your findings.
Step 6: Decide on your data analysis strategies
On its own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyze the data.
Quantitative data analysis
In quantitative research, you’ll most likely use some form of statistical analysis. With statistics, you can summarize your sample data, make estimates, and test hypotheses.
Using descriptive statistics, you can summarize your sample data in terms of:
- The distribution of the data (e.g. the frequency of each score on a test)
- The central tendency of the data (e.g. the mean to describe the average score)
- The variability of the data (e.g. the standard deviation to describe how spread out the scores are)
The specific calculations you can do depend on the level of measurement of your variables.
Using inferential statistics, you can:
- Make estimates about the population based on your sample data.
- Test hypotheses about a relationship between variables.
Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.
Qualitative data analysis
In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.
There are many other ways of analyzing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.
Frequently asked questions about research design
- What is a research design?
- Why is research design important?
- What are the main types of research design?
Quantitative research designs can be divided into two main categories:
- Correlational and descriptive designs are used to investigate characteristics, averages, trends, and associations between variables.
- Experimental and quasi-experimental designs are used to test causal relationships.
- What do I need to include in my research design?
The priorities of a research design can vary depending on the field, but you usually have to specify:
- Your research questions and/or hypotheses
- Your overall approach (e.g. qualitative or quantitative)
- The type of design you’re using (e.g. a survey, experiment, or case study)
- Your sampling methods or criteria for selecting subjects
- Your data collection methods (e.g. questionnaires, observations)
- Your data collection procedures (e.g. operationalization, timing and data management)
- Your data analysis methods (e.g. statistical tests or thematic analysis)
- What is sampling?
A sample is a subset of individuals from a larger population. Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.
In statistics, sampling allows you to test a hypothesis about the characteristics of a population.
- What is operationalization?
Operationalization means turning abstract conceptual ideas into measurable observations.
For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioral avoidance of crowded places, or physical anxiety symptoms in social situations.