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Research planning documents can help you design, scope, execute, document, and write up empirical studies. This page provides predefined categories and questions you should address in your research planning documents. Your mileage may vary depending on the particulars of the project design you are pursuing.
== Overview ==
Research planning documents can help you design, scope, execute, document, and write up empirical studies. This page provides pre-defined categories and questions you should address in your research planning documents. Your mileage may vary depending on the particulars of the project design you are pursuing.


If you're reading this as part of a class, the instructor will (should?) distribute examples of a planning document in class.
If you're reading this as part of a class, the instructor will (should?) distribute examples of a planning document in class.


This outline is specifically well suited to doing quantitative research. Some folks in the group are working on putting together a description of a [[CommunityData:Qualitative planning document]]. Once that's done, we'll probably move this one to [[CommunityData:Quantitative planning document]].
== Description of document sections ==
 
== Dissemination objectives==
 
For many planning documents, it's critical to start by stating your goals and target audience for the work. Keep in mind that this part of the work is distinct from the substance of the project itself (although it may shape that substance in ways that are important to convey!).
 
Important questions to answer about dissemination include:
* where do you intend to publish this?
* is there a practitioner venue or outreach component? (if so, explain)
* when do you target to submit and then anticipate publication?
* will you be releasing code or datasets and, if so, how/where?
 
== Description of substantive document sections ==


The general advice is to start writing brief responses for the categories below. Bullet points and short sentences are fine. No need to offer long elaborations or literature reviews. Cut to the chase, define what your project is about and how you intend to make it happen. Elaborate and refine your plans later when you're ready to prepare a more polished report or writeup of the project.
The general advice is to start writing brief responses for the categories below. Bullet points and short sentences are fine. No need to offer long elaborations or literature reviews. Cut to the chase, define what your project is about and how you intend to make it happen. Elaborate and refine your plans later when you're ready to prepare a more polished report or writeup of the project.


# Dissemination Objectives
#* where do you intend to publish this?
#* is there a practitioner venue or outreach component? (if so, explain)
#* when do you target to submit and then anticipate publication?
#* will you be releasing code or datasets
# Rationale
# Rationale
#* Answer questions like: What questions and concerns motivate your research project? What previous findings and claims will your project test, elaborate, or extend?
#* What questions and concerns motivate your research project?
#* Clearly define each of the terms you will be using in your hypotheses.
#* What previous findings and claims will your project test, elaborate, or extend?
#* Clearly describe the rationale for why the audience you identified is going to care about answers to the hypotheses you articulate.
# General and specific objectives
# General and specific objectives
#* What is the general objective of this study? What broad goals will it achieve? (this might be an overarching research question)
#* What is the general objective of this study? What broad goals will it achieve? (this might be an overarching research question)
#* What specific objectives this study will accomplish? (more narrow goals or conceptual aims)
#* What specific objectives this study will accomplish? (more narrow goals or conceptual aims)
# Hypotheses or propositions
# Hypotheses or propositions
#* List specific hypotheses or theoretical propositions that this study will test. These can involve statements about the relationships between concepts (e.g., "I propose that increased communication leads to increased well-being") or between variables (e.g., "I hypothesize that higher numbers of hours spent communicating leads to increased annual income, reduced blood pressure, and higher general self-efficacy (GSE) survey instrument scores.").
#* List specific hypotheses or theoretical propositions that this study will test. Note: theoretical propositions tend to involve statements about the relationships between concepts (e.g., "I propose that increased education leads to increased well-being"). Hypotheses, on the other hand, should articulate relationships between variables (e.g., "I hypothesize that additional years of schooling lead to increased annual income, reduced blood pressure, and higher general self-efficacy (GSE) survey instrument scores.").
# Conceptual model (including diagram)
# Conceptual model (including diagram)
#* Explain the relationships or processes that exist between the dependent and independent variables most relevant to your propositions or hypotheses. Additional control variables should be added here as well.  
#* Explain the relationships or processes that exist between the dependent and independent variables most relevant to your propositions or hypotheses.
#* Use a flow chart or some other sort of visualization to diagram the conceptual model you plan to test.
#* Use a flow chart or some other sort of visualization to diagram the conceptual model you plan to test.
#* For every ''possible'' connection ask yourself if variable X is causing variable Y. Remember that the absence of a connection is a statement that no causal relationship exists.
# Ethical Concerns
#* Are identifiable data to be included? Is IRB review anticipated? How will you protect data privacy and your research subjects?
# Data & measures
# Data & measures
#* Briefly describe the data used in this study. Be sure to identify the data source, the unit of analysis, the population of interest, the sample included in the study, the sampling technique (and the relationship of the sample to the population).
#* Briefly describe the data used in this study. Be sure to identify the data source, the unit of analysis, the population of interest, the sample included in the study, the sampling technique (and the relationship of the sample to the population).
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#* If the study is an experiment, describe the experimental protocol and why it will allow you to test the propositions/hypotheses described above. If the study is observational, describe the analytic approach and explain why it will allow you to identify the effect of interest.
#* If the study is an experiment, describe the experimental protocol and why it will allow you to test the propositions/hypotheses described above. If the study is observational, describe the analytic approach and explain why it will allow you to identify the effect of interest.
#* What methods of analysis will you use? Specifically, what estimators and estimation techniques will you apply?
#* What methods of analysis will you use? Specifically, what estimators and estimation techniques will you apply?
#* If your study involves a regression, include the mathematical regression equation(s) here.
# Ethical Concerns
#* Are identifiable data to be included? Is IRB review anticipated? How will you protect data privacy and your research subjects?
# "Dummy" findings, tables, & visualizations
# "Dummy" findings, tables, & visualizations
#* A list of analysis results, tables, and visualizations you plan to include to report your findings in the study.
#* A list of analysis results, tables, and visualizations you plan to include to report your findings in the study.
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== Examples ==
== Examples ==


There are a number of examples of completed planning documents in the <code>cdsc_examples_repository</code> in [[git|the CDSC git repository]]. If you don't have access to that, contact Mako or Aaron for copies of exemplary planning documents by CDSC members and affiliates.
:: Please contact Mako or Aaron for copies of exemplary planning documents by CDSC members and affiliates.
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