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Research Methodologies: Research Instruments

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Types of Research Instruments

A research instrument is a tool you will use to help you collect, measure and analyze the data you use as part of your research.  The choice of research instrument will usually be yours to make as the researcher and will be whichever best suits your methodology. 

There are many different research instruments you can use in collecting data for your research:

  • Interviews  (either as a group or one-on-one). You can carry out interviews in many different ways. For example, your interview can be structured, semi-structured, or unstructured. The difference between them is how formal the set of questions is that is asked of the interviewee. In a group interview, you may choose to ask the interviewees to give you their opinions or perceptions on certain topics.
  • Surveys  (online or in-person). In survey research, you are posing questions in which you ask for a response from the person taking the survey. You may wish to have either free-answer questions such as essay style questions, or you may wish to use closed questions such as multiple choice. You may even wish to make the survey a mixture of both.
  • Focus Groups.  Similar to the group interview above, you may wish to ask a focus group to discuss a particular topic or opinion while you make a note of the answers given.
  • Observations.  This is a good research instrument to use if you are looking into human behaviors. Different ways of researching this include studying the spontaneous behavior of participants in their everyday life, or something more structured. A structured observation is research conducted at a set time and place where researchers observe behavior as planned and agreed upon with participants.

These are the most common ways of carrying out research, but it is really dependent on your needs as a researcher and what approach you think is best to take. It is also possible to combine a number of research instruments if this is necessary and appropriate in answering your research problem.

Data Collection

How to Collect Data for Your Research   This article covers different ways of collecting data in preparation for writing a thesis.

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Selecting and Describing Your Research Instruments

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  • Table of contents
  • Contributor bios
  • Book details

Emerging researchers are often surprised to learn that instrument selection is a complex and important step in the process of research design. This concise guide explains how to identify appropriate instruments, select the best ones for the job, and properly describe the instruments so that others will know how and why they were chosen.

Each chapter in the book focuses on a specific aspect of instrument selection, with illuminating examples and helpful worksheets to fill out along the way. Part of APA's Concise Guides to Conducting Behavioral, Health, and Social Science Research series, this book is aimed at undergraduate students in research methods courses or others with a lab or research project.

Series Foreword

Acknowledgments

Introduction

  • Identifying and Defining the Constructs and Variables to Measure
  • Types of Instruments
  • Identifying Available Instruments
  • Gathering Information
  • Organizing and Taking Good Notes
  • Using the Evidence to Guide Your Selection
  • Obtaining Permission and Piloting the Instrument
  • Following Ethical Principles and Guidelines
  • Describing the Instruments Effectively for Different Audiences
  • Troubleshooting

About the Author

About the Series Editor

Kelly McClure, PhD, is associate professor and chair of psychology at La Salle University in Philadelphia, Pennsylvania. She received her doctorate from Drexel University in 2002.

She was a co-editor of Practitioners Guide to Empirically Based Measures of Depression and is currently an associate editor of Clinical Psychology: Science and Practice .

Her main research interests are in social problem solving and coping with cancer.

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Research Instruments

  • Resources for Identifying Instruments
  • Assessing Instruments
  • Obtaining the Full Instrument
  • Getting Help

What are Research Instruments?

A research instrument is a tool used to collect, measure, and analyze data related to  your subject.

Research instruments can  be tests , surveys , scales ,  questionnaires , or even checklists .

To assure the strength of your study, it is important to use previously validated instruments!

Getting Started

Already know the full name of the instrument you're looking for? 

  • Start here!

Finding a research instrument can be very time-consuming!

This process involves three concrete steps:

how to write research instrument sample

It is common that sources will not provide the full instrument, but they will provide a citation with the publisher. In some cases, you may have to contact the publisher to obtain the full text.

Research Tip :  Talk to your departmental faculty. Many of them have expertise in working with research instruments and can help you with this process.

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  • v.328(7451); 2004 May 29

Hands-on guide to questionnaire research

Selecting, designing, and developing your questionnaire, petra m boynton.

1 Department of Primary Care and Population Sciences, University College London, Archway Campus, London N19 5LW

Trisha Greenhalgh

Associated data, short abstract.

Anybody can write down a list of questions and photocopy it, but producing worthwhile and generalisable data from questionnaires needs careful planning and imaginative design

The great popularity with questionnaires is they provide a “quick fix” for research methodology. No single method has been so abused. 1

Questionnaires offer an objective means of collecting information about people's knowledge, beliefs, attitudes, and behaviour. 2 , 3 Do our patients like our opening hours? What do teenagers think of a local antidrugs campaign and has it changed their attitudes? Why don't doctors use computers to their maximum potential? Questionnaires can be used as the sole research instrument (such as in a cross sectional survey) or within clinical trials or epidemiological studies.

Randomised trials are subject to strict reporting criteria, 4 but there is no comparable framework for questionnaire research. Hence, despite a wealth of detailed guidance in the specialist literature, 1 - 3 , 5 w1-w8 elementary methodological errors are common. 1 Inappropriate instruments and lack of rigour inevitably lead to poor quality data, misleading conclusions, and woolly recommendations. w8 In this series we aim to present a practical guide that will enable research teams to do questionnaire research that is well designed, well managed, and non-discriminatory and which contributes to a generalisable evidence base. We start with selecting and designing the questionnaire. ​ questionnaire.

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What information are you trying to collect?

You and your co-researchers may have different assumptions about precisely what information you would like your study to generate. A formal scoping exercise will ensure that you clarify goals and if necessary reach an agreed compromise. It will also flag up potential practical problems—for example, how long the questionnaire will be and how it might be administered.

As a rule of thumb, if you are not familiar enough with the research area or with a particular population subgroup to predict the range of possible responses, and especially if such details are not available in the literature, you should first use a qualitative approach (such as focus groups) to explore the territory and map key areas for further study. 6

Is a questionnaire appropriate?

People often decide to use a questionnaire for research questions that need a different method. Sometimes, a questionnaire will be appropriate only if used within a mixed methodology study—for example, to extend and quantify the findings of an initial exploratory phase. Table A on bmj.com gives some real examples where questionnaires were used inappropriately. 1

Box 1: Pitfalls of designing your own questionnaire

Natasha, a practice nurse, learns that staff at a local police station have a high incidence of health problems, which she believes are related to stress at work. She wants to test the relation between stress and health in these staff to inform the design of advice services. Natasha designs her own questionnaire. Had she completed a thorough literature search for validated measures, she would have found several high quality questionnaires that measure stress in public sector workers. 8 Natasha's hard work produces only a second rate study that she is unable to get published.

Research participants must be able to give meaningful answers (with help from a professional interviewer if necessary). Particular physical, mental, social, and linguistic needs are covered in the third article of this series. 7

Could you use an existing instrument?

Using a previously validated and published questionnaire will save you time and resources; you will be able to compare your own findings with those from other studies, you need only give outline details of the instrument when you write up your work, and you may find it easier to get published (box 1).

Increasingly, health services research uses standard questionnaires designed for producing data that can be compared across studies. For example, clinical trials routinely include measures of patients' knowledge about a disease, 9 satisfaction with services, 10 or health related quality of life. 11 - 13 w3 w9 The validity (see below) of this approach depends on whether the type and range of closed responses reflects the full range of perceptions and feelings that people in all the different potential sampling frames might hold. Importantly, health status and quality of life instruments lose their validity when used beyond the context in which they were developed. 12 , 14 , 15 w3 w10-12

If there is no “off the peg” questionnaire available, you will have to construct your own. Using one or more standard instruments alongside a short bespoke questionnaire could save you the need to develop and validate a long list of new items.

Is the questionnaire valid and reliable?

A valid questionnaire measures what it claims to measure. In reality, many fail to do this. For example, a self completion questionnaire that seeks to measure people's food intake may be invalid because it measures what they say they have eaten, not what they have actually eaten. 16 Similarly, responses on questionnaires that ask general practitioners how they manage particular clinical conditions differ significantly from actual clinical practice. w13 An instrument developed in a different time, country, or cultural context may not be a valid measure in the group you are studying. For example, the item “I often attend gay parties” may have been a valid measure of a person's sociability level in the 1950s, but the wording has a very different connotation today.

Reliable questionnaires yield consistent results from repeated samples and different researchers over time. Differences in results come from differences between participants, not from inconsistencies in how the items are understood or how different observers interpret the responses. A standardised questionnaire is one that is written and administered so all participants are asked the precisely the same questions in an identical format and responses recorded in a uniform manner. Standardising a measure increases its reliability.

Just because a questionnaire has been piloted on a few of your colleagues, used in previous studies, or published in a peer reviewed journal does not mean it is either valid or reliable. The detailed techniques for achieving validity, reliability, and standardisation are beyond the scope of this series. If you plan to develop or modify a questionnaire yourself, you must consult a specialist text on these issues. 2 , 3

How should you present your questions?

Questionnaire items may be open or closed ended and be presented in various formats ( figure ). Table B on bmj.com examines the pros and cons of the two approaches. Two words that are often used inappropriately in closed question stems are frequently and regularly. A poorly designed item might read, “I frequently engage in exercise,” and offer a Likert scale giving responses from “strongly agree” through to “strongly disagree.” But “frequently” implies frequency, so a frequency based rating scale (with options such as at least once a day, twice a week, and so on) would be more appropriate. “Regularly,” on the other hand, implies a pattern. One person can regularly engage in exercise once a month whereas another person can regularly do so four times a week. Other weasel words to avoid in question stems include commonly, usually, many, some, and hardly ever. 17 w14

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Examples of formats for presenting questionnaire items

Box 2: A closed ended design that produced misleading information

Customer: I'd like to discontinue my mobile phone rental please.

Company employee: That's fine, sir, but I need to complete a form for our records on why you've made that decision. Is it (a) you have moved to another network; (b) you've upgraded within our network; or (c) you can't afford the payments?

Customer: It isn't any of those. I've just decided I don't want to own a mobile phone any more. It's more hassle than it's worth.

Company employee: [after a pause] In that case, sir, I'll have to put you down as “can't afford the payments.”

Closed ended designs enable researchers to produce aggregated data quickly, but the range of possible answers is set by the researchers not respondents, and the richness of potential responses is lower. Closed ended items often cause frustration, usually because researchers have not considered all potential responses (box 2). 18

Ticking a particular box, or even saying yes, no, or maybe can make respondents want to explain their answer, and such free text annotations may add richly to the quantitative data. You should consider inserting a free text box at the end of the questionnaire (or even after particular items or sections). Note that participants need instructions (perhaps with examples) on how to complete free text items in the same way as they do for closed questions.

If you plan to use open ended questions or invite free text comments, you must plan in advance how you will analyse these data (drawing on the skills of a qualitative researcher if necessary). 19 You must also build into the study design adequate time, skills, and resources for this analysis; otherwise you will waste participants' and researchers' time. If you do not have the time or expertise to analyse free text responses, do not invite any.

Some respondents (known as yea sayers) tend to agree with statements rather than disagree. For this reason, do not present your items so that strongly agree always links to the same broad attitude. For example, on a patient satisfaction scale, if one question is “my GP generally tries to help me out,” another question should be phrased in the negative, such as “the receptionists are usually impolite.”

Apart from questions, what else should you include?

A common error by people designing questionnaires for the first time is simply to hand out a list of the questions they want answered. Table C on bmj.com gives a checklist of other things to consider. It is particularly important to provide an introductory letter or information sheet for participants to take away after completing the questionnaire.

What should the questionnaire look like?

Researchers rarely spend sufficient time on the physical layout of their questionnaire, believing that the science lies in the content of the questions and not in such details as the font size or colour. Yet empirical studies have repeatedly shown that low response rates are often due to participants being unable to read or follow the questionnaire (box 3). 3 w6 In general, questions should be short and to the point (around 12 words or less), but for issues of a sensitive and personal nature, short questions can be perceived as abrupt and threatening, and longer sentences are preferred. w6

How should you select your sample?

Different sampling techniques will affect the questions you ask and how you administer your questionnaire (see table D on bmj.com ). For more detailed advice on sampling, see Bowling 20 and Sapsford. 3

If you are collecting quantitative data with a view to testing a hypothesis or assessing the prevalence of a disease or problem (for example, about intergroup differences in particular attitudes or health status), seek statistical advice on the minimum sample size. 3

What approvals do you need before you start?

Unlike other methods, questionnaires require relatively little specialist equipment or materials, which means that inexperienced and unsupported researchers sometimes embark on questionnaire surveys without completing the necessary formalities. In the United Kingdom, a research study on NHS patients or staff must be:

  • Formally approved by the relevant person in an organisation that is registered with the Department of Health as a research sponsor (typically, a research trust, university or college) 21 ;
  • Consistent with data protection law and logged on the organisation's data protection files (see next article in series) 19
  • Accordant with research governance frameworks 21
  • Approved by the appropriate research ethics committee (see below).

Box 3: Don't let layout let you down

Meena, a general practice tutor, wanted to study her fellow general practitioners' attitudes to a new training scheme in her primary care trust. She constructed a series of questions, but when they were written down, they covered 10 pages, which Meena thought looked off putting. She reduced the font and spacing of her questionnaire, and printed it double sided, until it was only four sides in length. But many of her colleagues refused to complete it, telling her they found it too hard to read and work through. She returned the questionnaire to its original 10 page format, which made it easier and quicker to complete, and her response rate increased greatly.

Summary points

Questionnaire studies often fail to produce high quality generalisable data

When possible, use previously validated questionnaires

Questions must be phrased appropriately for the target audience and information required

Good explanations and design will improve response rates

In addition, if your questionnaire study is part of a formal academic course (for example, a dissertation), you must follow any additional regulations such as gaining written approval from your supervisor.

A study is unethical if it is scientifically unsound, causes undue offence or trauma, breaches confidentiality, or wastes people's time or money. Written approval from a local or multicentre NHS research ethics committee (more information at www.corec.org.uk ) is essential but does not in itself make a study ethical. Those working in non-NHS institutions or undertaking research outside the NHS may need to submit an additional (non-NHS) ethical committee application to their own institution or research sponsor.

The committee will require details of the study design, copies of your questionnaire, and any accompanying information or covering letters. If the questionnaire is likely to cause distress, you should include a clear plan for providing support to both participants and researchers. Remember that just because you do not find a question offensive or distressing does not mean it will not upset others. 6

As we have shown above, designing a questionnaire study that produces usable data is not as easy as it might seem. Awareness of the pitfalls is essential both when planning research and appraising published studies. Table E on bmj.com gives a critical appraisal checklist for evaluating questionnaire studies. In the following two articles we will discuss how to select a sample, pilot and administer a questionnaire, and analyse data and approaches for groups that are hard to research.

Supplementary Material

This is the first in a series of three articles on questionnaire research

Susan Catt supplied additional references and feedback. We also thank Alicia O'Cathain, Jill Russell, Geoff Wong, Marcia Rigby, Sara Shaw, Fraser MacFarlane, and Will Callaghan for feedback on earlier versions. Numerous research students and conference delegates provided methodological questions and case examples of real life questionnaire research, which provided the inspiration and raw material for this series. We also thank the hundreds of research participants who over the years have contributed data and given feedback to our students and ourselves about the design, layout, and accessibility of instruments.

Contributors and sources: PMB and TG have taught research methods in a primary care setting for the past 13 years, specialising in practical approaches and using the experiences and concerns of researchers and participants as the basis of learning. This series of papers arose directly from questions asked about real questionnaire studies. To address these questions we explored a wide range of sources from the psychological and health services research literature.

Competing interests: None declared.

  • Researchers can make comparisons to other findings. If two studies examining computerized instruction came to different conclusions about its effectiveness (e.g., one found it effective and the other found it ineffective), then the researchers can look at the instruments to determine whether the two instruments were different enough to explain the differing results.
  • It helps future researchers understand how to measure the variables of interest. Just as you hopefully got ideas about how to measure the variables from other research studies, your explanation can also help other researchers develop high quality instruments.

What is reported in the Instruments section will differ by how the instrument was developed. If you are writing a project for UniJos, typically the Instruments section is divided into three components: a description of the instrument itself, an explanation of the development of the instrument, and reliability and validity of the instrument. If the instrument is measuring many variables, this can sometimes be awkward so I recommend discussing with your supervisor about combining the description of the instrument and the development into the same section. If you are writing a journal article, then these three components will be integrated into a holistic description of the instrument, development, and reliability and validity information for each variable separately. In other words, the description, development, and reliability/validity information for intrinsic motivation will be explained in one paragraph, the description, development, and reliability/validity information for self esteem will be explained in the next paragraph, and so on.

  • A brief explanation of the construct that it was designed to measure. If there is no Operational Definitions section in Chapter 1, you must give the operational definition here. If there is a separate section for Operational Definitions, then a brief description will suffice.
  • " How participants responded. For example, some items are open-ended where participants are free to write any response. Other close-ended items may use a Likert Scale (e.g., Strongly Agree (4), Agree (3), etc.), tick yes/no, or indicate the frequency of a behavior (e.g., 5=Daily, 4=Weekly, etc.). Still other variables may have unique responses. Regardless, this section must very clearly explain how participants responded to the item.
  • Provide at least one sample item from the instrument itself.
  • How the variable was scored. More about scoring Likert Scale variables will be explained in Coding the Data . Briefly, in quantitative research, each participant must be assigned a number on each variable. The process of assigning the number must be clearly explained. For Likert Scale-like items, scores on each item that measure the variable are typically either summed or averaged. Multiple-choice items on achievement test scores are typically summed. How scores are assigned to essay items on achievement test scores must be clearly explained. The marking scheme for all achievement tests or examinations of knowledge must be attached in an Appendix.

Intrinsic Motivation.

Positive Affect.

Note how the paragraph for each variable started with the variable name. This helps to clarify what variable is being measured. Then an explanation of each variable was given, as well as exactly how the variable was measured including both the number of items and how participants responded. The sample item helps the reader evaluate whether the items do reflect the definition of the variable as stated at the beginning. Finally, how each item was scored aids in interpreting the Results in the next section.

The Instrument section should also report how the instrument was developed. This section depends on whether the instrument was adopted, adapted, or developed by the researcher. Again, it is clearest for the reader if the procedures for the development of each variable is explained separately. If the same instrument was used to measure multiple variables, make it clear which variables were assessed by that instrument.

  • Who developed the measure with specific citation information (include the reference in the References section)
  • Other studies that have used the instrument.

  • Exactly what was changed on the instrument, how the changes were made, and why
  • How the revision was judged to be a valid amendment
  • The procedure and resources used to develop the measure

Once the Instruments section is finished, the actual instruments themselves must be placed in an Appendix. Note that the instrument in the appendix must be the exact instrument that participants completed. Sometimes I suspect that students change an instrument after the participants complete it for the purpose of appearance in the appendix. This is unethical because it misrepresents the data that participants provided.

Copyright 2012, Katrina A. Korb, All Rights Reserved

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Research Methodology

Student resources, step 3: constructing an instrument for data collection, selecting a method for data collection.

  • Checkpoint: Epistemology
  • Checkpoint: Observation
  • Checkpoint: Interviews
  • Checkpoint: Developing questions
  • Checkpoint: Quantitative research instruments
  • Checkpoint: Interview guides
  • Checkpoint: Secondary sources

Multiple choice questions

Collecting Data Using Attitudinal Scales

  • Checkpoint: Attitudinal scale functions
  • Checkpoint: Likert scale
  • Checkpoint: Thurstone and Guttman scales

Establishing the Validity and Reliability of a Research Instrument

  • Checkpoint: Validity
  • Checkpoint: Types of validity
  • Checkpoint: Validity and reliability
  • Checkpoint: Validity in quantitative research
  • Checkpoint: Validity in qualitative research

Exercise: Constructing an Instrument for Data Collection

Download the exercise that also appears in your textbook to help you step-by-step in [formulating your own research problem]. You can also use this exercise to contribute to a final research portfoilio or help guide discussions with your supervisor.

Developing a Research Instrument

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  • What Is a Research Methodology? | Steps & Tips

What Is a Research Methodology? | Steps & Tips

Published on August 25, 2022 by Shona McCombes and Tegan George. Revised on November 20, 2023.

Your research methodology discusses and explains the data collection and analysis methods you used in your research. A key part of your thesis, dissertation , or research paper , the methodology chapter explains what you did and how you did it, allowing readers to evaluate the reliability and validity of your research and your dissertation topic .

It should include:

  • The type of research you conducted
  • How you collected and analyzed your data
  • Any tools or materials you used in the research
  • How you mitigated or avoided research biases
  • Why you chose these methods
  • Your methodology section should generally be written in the past tense .
  • Academic style guides in your field may provide detailed guidelines on what to include for different types of studies.
  • Your citation style might provide guidelines for your methodology section (e.g., an APA Style methods section ).

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Table of contents

How to write a research methodology, why is a methods section important, step 1: explain your methodological approach, step 2: describe your data collection methods, step 3: describe your analysis method, step 4: evaluate and justify the methodological choices you made, tips for writing a strong methodology chapter, other interesting articles, frequently asked questions about methodology.

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Your methods section is your opportunity to share how you conducted your research and why you chose the methods you chose. It’s also the place to show that your research was rigorously conducted and can be replicated .

It gives your research legitimacy and situates it within your field, and also gives your readers a place to refer to if they have any questions or critiques in other sections.

You can start by introducing your overall approach to your research. You have two options here.

Option 1: Start with your “what”

What research problem or question did you investigate?

  • Aim to describe the characteristics of something?
  • Explore an under-researched topic?
  • Establish a causal relationship?

And what type of data did you need to achieve this aim?

  • Quantitative data , qualitative data , or a mix of both?
  • Primary data collected yourself, or secondary data collected by someone else?
  • Experimental data gathered by controlling and manipulating variables, or descriptive data gathered via observations?

Option 2: Start with your “why”

Depending on your discipline, you can also start with a discussion of the rationale and assumptions underpinning your methodology. In other words, why did you choose these methods for your study?

  • Why is this the best way to answer your research question?
  • Is this a standard methodology in your field, or does it require justification?
  • Were there any ethical considerations involved in your choices?
  • What are the criteria for validity and reliability in this type of research ? How did you prevent bias from affecting your data?

Once you have introduced your reader to your methodological approach, you should share full details about your data collection methods .

Quantitative methods

In order to be considered generalizable, you should describe quantitative research methods in enough detail for another researcher to replicate your study.

Here, explain how you operationalized your concepts and measured your variables. Discuss your sampling method or inclusion and exclusion criteria , as well as any tools, procedures, and materials you used to gather your data.

Surveys Describe where, when, and how the survey was conducted.

  • How did you design the questionnaire?
  • What form did your questions take (e.g., multiple choice, Likert scale )?
  • Were your surveys conducted in-person or virtually?
  • What sampling method did you use to select participants?
  • What was your sample size and response rate?

Experiments Share full details of the tools, techniques, and procedures you used to conduct your experiment.

  • How did you design the experiment ?
  • How did you recruit participants?
  • How did you manipulate and measure the variables ?
  • What tools did you use?

Existing data Explain how you gathered and selected the material (such as datasets or archival data) that you used in your analysis.

  • Where did you source the material?
  • How was the data originally produced?
  • What criteria did you use to select material (e.g., date range)?

The survey consisted of 5 multiple-choice questions and 10 questions measured on a 7-point Likert scale.

The goal was to collect survey responses from 350 customers visiting the fitness apparel company’s brick-and-mortar location in Boston on July 4–8, 2022, between 11:00 and 15:00.

Here, a customer was defined as a person who had purchased a product from the company on the day they took the survey. Participants were given 5 minutes to fill in the survey anonymously. In total, 408 customers responded, but not all surveys were fully completed. Due to this, 371 survey results were included in the analysis.

  • Information bias
  • Omitted variable bias
  • Regression to the mean
  • Survivorship bias
  • Undercoverage bias
  • Sampling bias

Qualitative methods

In qualitative research , methods are often more flexible and subjective. For this reason, it’s crucial to robustly explain the methodology choices you made.

Be sure to discuss the criteria you used to select your data, the context in which your research was conducted, and the role you played in collecting your data (e.g., were you an active participant, or a passive observer?)

Interviews or focus groups Describe where, when, and how the interviews were conducted.

  • How did you find and select participants?
  • How many participants took part?
  • What form did the interviews take ( structured , semi-structured , or unstructured )?
  • How long were the interviews?
  • How were they recorded?

Participant observation Describe where, when, and how you conducted the observation or ethnography .

  • What group or community did you observe? How long did you spend there?
  • How did you gain access to this group? What role did you play in the community?
  • How long did you spend conducting the research? Where was it located?
  • How did you record your data (e.g., audiovisual recordings, note-taking)?

Existing data Explain how you selected case study materials for your analysis.

  • What type of materials did you analyze?
  • How did you select them?

In order to gain better insight into possibilities for future improvement of the fitness store’s product range, semi-structured interviews were conducted with 8 returning customers.

Here, a returning customer was defined as someone who usually bought products at least twice a week from the store.

Surveys were used to select participants. Interviews were conducted in a small office next to the cash register and lasted approximately 20 minutes each. Answers were recorded by note-taking, and seven interviews were also filmed with consent. One interviewee preferred not to be filmed.

  • The Hawthorne effect
  • Observer bias
  • The placebo effect
  • Response bias and Nonresponse bias
  • The Pygmalion effect
  • Recall bias
  • Social desirability bias
  • Self-selection bias

Mixed methods

Mixed methods research combines quantitative and qualitative approaches. If a standalone quantitative or qualitative study is insufficient to answer your research question, mixed methods may be a good fit for you.

Mixed methods are less common than standalone analyses, largely because they require a great deal of effort to pull off successfully. If you choose to pursue mixed methods, it’s especially important to robustly justify your methods.

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Next, you should indicate how you processed and analyzed your data. Avoid going into too much detail: you should not start introducing or discussing any of your results at this stage.

In quantitative research , your analysis will be based on numbers. In your methods section, you can include:

  • How you prepared the data before analyzing it (e.g., checking for missing data , removing outliers , transforming variables)
  • Which software you used (e.g., SPSS, Stata or R)
  • Which statistical tests you used (e.g., two-tailed t test , simple linear regression )

In qualitative research, your analysis will be based on language, images, and observations (often involving some form of textual analysis ).

Specific methods might include:

  • Content analysis : Categorizing and discussing the meaning of words, phrases and sentences
  • Thematic analysis : Coding and closely examining the data to identify broad themes and patterns
  • Discourse analysis : Studying communication and meaning in relation to their social context

Mixed methods combine the above two research methods, integrating both qualitative and quantitative approaches into one coherent analytical process.

Above all, your methodology section should clearly make the case for why you chose the methods you did. This is especially true if you did not take the most standard approach to your topic. In this case, discuss why other methods were not suitable for your objectives, and show how this approach contributes new knowledge or understanding.

In any case, it should be overwhelmingly clear to your reader that you set yourself up for success in terms of your methodology’s design. Show how your methods should lead to results that are valid and reliable, while leaving the analysis of the meaning, importance, and relevance of your results for your discussion section .

  • Quantitative: Lab-based experiments cannot always accurately simulate real-life situations and behaviors, but they are effective for testing causal relationships between variables .
  • Qualitative: Unstructured interviews usually produce results that cannot be generalized beyond the sample group , but they provide a more in-depth understanding of participants’ perceptions, motivations, and emotions.
  • Mixed methods: Despite issues systematically comparing differing types of data, a solely quantitative study would not sufficiently incorporate the lived experience of each participant, while a solely qualitative study would be insufficiently generalizable.

Remember that your aim is not just to describe your methods, but to show how and why you applied them. Again, it’s critical to demonstrate that your research was rigorously conducted and can be replicated.

1. Focus on your objectives and research questions

The methodology section should clearly show why your methods suit your objectives and convince the reader that you chose the best possible approach to answering your problem statement and research questions .

2. Cite relevant sources

Your methodology can be strengthened by referencing existing research in your field. This can help you to:

  • Show that you followed established practice for your type of research
  • Discuss how you decided on your approach by evaluating existing research
  • Present a novel methodological approach to address a gap in the literature

3. Write for your audience

Consider how much information you need to give, and avoid getting too lengthy. If you are using methods that are standard for your discipline, you probably don’t need to give a lot of background or justification.

Regardless, your methodology should be a clear, well-structured text that makes an argument for your approach, not just a list of technical details and procedures.

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

  • Normal distribution
  • Measures of central tendency
  • Chi square tests
  • Confidence interval
  • Quartiles & Quantiles

Methodology

  • Cluster sampling
  • Stratified sampling
  • Thematic analysis
  • Cohort study
  • Peer review
  • Ethnography

Research bias

  • Implicit bias
  • Cognitive bias
  • Conformity bias
  • Hawthorne effect
  • Availability heuristic
  • Attrition bias

Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.

Methods are the specific tools and procedures you use to collect and analyze data (for example, experiments, surveys , and statistical tests ).

In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .

In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.

In a scientific paper, the methodology always comes after the introduction and before the results , discussion and conclusion . The same basic structure also applies to a thesis, dissertation , or research proposal .

Depending on the length and type of document, you might also include a literature review or theoretical framework before the methodology.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

Reliability and validity are both about how well a method measures something:

  • Reliability refers to the  consistency of a measure (whether the results can be reproduced under the same conditions).
  • Validity   refers to the  accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research, you also have to consider the internal and external validity of your experiment.

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.

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Examples of Research Instruments

Overview of Research Instruments

Whether you are writing a  research proposal ,  project proposal ,  dissertation ,  capstone project , or  thesis paper , research instruments play an important role in gathering requisite data.

Research instruments are usually used in social sciences, health sciences, and education to assess students, patients, staff, and clients.

Note that distinctive kinds of research studies demand the use of different types of research instruments.

Accordingly, projects such as  business dissertations  and  medical research papers  will usually demand the use of different research instruments altogether.

You are therefore required to decide on the most suitable research instrument to use in a particular study.

Table of Contents 

  •   What are Research Instruments?

Types of Questionnaires

Types of Observation Methods

Types of Interviews

  • Types of Focus Group Discussions

Types of Experiments

Documents Analysis

What are Research Instruments?

You have to choose the right research instrument for your study.

To do this, you need a better understanding of what research instruments encompass?

This brings us to the question: “what are research instruments?”

Accordingly, research instruments can be defined as:

“Tools used in collecting, measuring, and analysing data related to a particular subject.”

Research instruments encompass measurement tools used in data collection in research.

Note that as a researcher you need to ensure that you employ the appropriate research instruments for data collection. This has to be for a specific data set.

There are numerous types of research instruments available to a researcher.

The choice of the instrument(s) to use depends on a number of factors, including:

i. Research objective

ii. Nature of data

iii. Statistical significance

iv. Sample size

The combination of the above considerations should help you determine the most appropriate instrument to use.

That noted, common examples of research instruments utilized in collecting data include:

i. Questionnaires

ii. Observations

iii. Interviews

iv. Focus group discussions

v. Experiment

Questionnaires

Questionnaires are considered the most common types of research instruments particularly in normative surveys.

As common examples of research instruments, they encompass numerous questions that seek responses from respective respondents as the source of research data.

Questions are systematically compiled and are in an organized series in order to enhance proper understanding of the issue under study.

When to Use Questionnaires as Research Instruments for Data Collection

i.   When you need data from numerous people and resources are restrictive : dissemination of questionnaires is convenient and cost friendly.

This is considering that questionnaires can be administered via mail, email, and over the telephone.

ii.  When discretion is of paramount importance : questionnaire answers can be made confidential or anonymous therefore concealing the identity of the respondent.

iii.  When you want to collect data about beliefs, knowledge, behaviors, and attitudes : when using questionnaires, it is possible to collect information unique to individuals.

i.   Structured questionnaires : these entail questions with some control. The questions are short and limit the respondent to specific options.

  They require a specific answer from the respondent, usually “yes” or “no” or selecting and answer among provided options.

ii.   Unstructured questionnaires : these questionnaires encompass open-ended questions without any form of restrictions.

The respondents have the freedom to provide answers in their words and can even express their opinions from different options provided in the questionnaire.

Observations

Observations are also good examples of research instruments.

They entail data collection methods where the researcher is part of the experience within which the phenomenon under study is being observed.

In using them as research instruments for data collection, the researcher is required to have minimal interference to avoid incidences of modified respondent behavior and enhance the collection of accurate information.

When to Use Observation as Research Instruments for Data Collection

i.  When the topic under study is quite sensitive : when dealing with sensitive topics, people shy off from answering the research questions.

Observation is a suitable option in such incidences.

ii.  When there is need to observe the phenomena : this applies in cases where it is important to observe such phenomena as behavior in order to arrive at certain conclusions.

iii.   When you are not sure what you are looking for : observations can be used to provide an idea on what to study about certain phenomenon.

By observing, you can decide on what approach or theories to adopt in a study.

i.   Participant observer : in this, the researchers conceal their identity as a researcher.

They live with the study subjects as they collect data about a particular phenomenon. The researcher enjoys first-hand experience in data collection.

ii.    Non-participant observer : this involves the researcher watching the study subjects from a distance.

  The researcher does not directly interact with the phenomenon under study. The subjects are usually not aware that they are under study.

Interviews are equally common examples of research instruments.

They require the researcher to talk directly with the respondent to gather information on an issue of mutual interest.

The researcher orally asks the respondent a question and then proceeds to record the oral answer provided.

When to Use Interviews as Research Instruments for Data Collection

i.   When you need to explore the experiences, views, and beliefs of the respondents : interviews make it possible to qualitatively examine factors that influence human behavior in a particular way.

ii.   When little is known about a phenomenon : interviews are quite effective in collecting detailed data about an issue that has not been effectively explored and as such offer a better platform for further study.

iii.  When dealing with sensitive issues : interviews provide for confidentiality and respondents are able to discuss sensitive issues that could not be discussed in focus groups.

iv.  When you want to explain statistical data or expound on an issue : through interviews you can collect adequate data that can be used to explain results produced in statistical analysis.

This is important in helping add a human dimension to the statistical data.

i.  Structured interviews : these are founded on interview questionnaire where questions presented to the respondent and answers provided are recorded in a standardized manner.

A set pattern and question sequence is adhered to.

ii.  Unstructured interviews : such interviews are quite informal and the researcher has the freedom to modify the sequence and wording of interview questions.

It is more casual and allows for more freedom and flexibility.

iii.   Focus interviews : these rely on the subjective experiences and responses of the respondents in gathering information on the issue under study.

The interviewer participates in the process by stimulating the respondents to provide for more information.

iv.   Non-directive interviews : these accord the interviewee more freedom to express their ideas subjectively and spontaneously based on their ability to or choice.

Focus Group Discussions

These are equally widely used examples of research instruments.

As examples of research instruments, focus groups entails the process through which a researcher acquires data from a large sample/ group of people concurrently.

The recommended number of individuals in a focus group is less than 10.

Note that it is one of the common types of research instruments in fields such as behavioral science, archival science, and library and information science.

When to Use Focus Discussion Groups as Research Instruments for Data Collection

i.  When there is need to understand an issue in in-depth : Focus discussion groups are instrumental in gathering expansive data that cannot be accessed using a survey.

ii.  When you intend to add meaningful or understand existing knowledge : They are effective when evaluating the “how” and “why” of a topic.

iii.  When you need a dynamic setting:  Focus groups can allow changes during group discussion to facilitate better results.

iv.  When you need to gather information from non-verbal communication : Focus discussion groups can be used to gather further insights from gestures and stimulated activities.

Types of Focus  Group  Discussions

i.  Dual-moderator : Entails the use of two moderators, with one charged with the responsibility of group smooth progression and the other coverage of all topics.

ii.  Two – way : One group listens to another group that is answering questions put forward by the moderator. The listening groups facilitates more discussion.

iii.  Respondent moderator :Participants (one or two) in the group discussion act as moderators. It helps change group dynamics and produce different responses.

iv.  Duelling-moderator : This entails two moderators in opposition of each other. The duelling is supposed to provoke new perspectives.

v.  Online focus group : This entails a discussion where information is shared through online platforms. It is effective when targeting a broader participants range.

vi.  Mini focus groups : It is focus group with a small participants number (four or five) and is intended to create a more cohesive group.

Experiments are also among the key examples of research instruments.

They require conducting experiments within a laboratory setting to test potential reactions in the object the research is being carried out on.

Experiments are primarily used as research instruments for data collection in pure and applied sciences.

When to Use Experiments as Research Instruments for Data Collection

i.  When you need to control a variable : It is suitable when you want remove unwanted or extraneous variables.

ii.  When you want to determine the cause and effect relationship : It is effective in manipulating variables to help determine the cause and effect relationship.

iii.  When you need error free results : The strict conditions and specific control set ups put in place ensures accurate results.

i.  Laboratory experiment : These may include laboratory scale model, independently developed procedures, or standard testing methods.

ii.  Field experiments :In this, control of natural conditions is more challenging due to the changing parameters in the field.

iii.  Computer numerical model : This entails the use of computer codes to create relevant models.    

Documents are also one of the key examples of research instruments. This method entails relying on published literature to gather information about a research subject.

Documents examined include recordings of meetings, newspapers, biographies, letters, and diaries.

When to Use Documents as Research Instruments for Data Collection Data Collection

i.   When you want to secure background information : this is with the intention of helping understand the philosophy and history of a certain phenomenon.

ii.   When you want to develop other evaluation data collection tools : existing documents can provide important information on how to come up with better questionnaires, interview questions, observation guide, or focus groups for effective data collection.

iii.   When you want to determine whether the research implementation follows research plan : documents can be used to reveal any difference between the way the research is being implemented and the conventional research process.

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Research Instrument Design and Sample

  • First Online: 22 June 2021

Cite this chapter

how to write research instrument sample

  • Saiyidi Mat Roni 3 &
  • Hadrian Geri Djajadikerta 3  

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Research is a journey. While the destination is the end, it is the process that adds colours to the fun. A good research answers questions and offers solutions. Even when the research concludes with no definitive answer, the work offers ways to investigate a phenomenon (or demonstrates the not-to-do ways because these are deemed unsuccessful!). And to kick off with the journey, we explore two technical parts of research in this chapter– survey questionnaire and sample size. The survey questionnaire is the tool where you use to collect data from the sample. The sample size is the total number of individuals for whom the survey is sent. We demonstrate how you can create the right questions to get the right answers from the right number of individuals.

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Mat Roni, S., Djajadikerta, H.G. (2021). Research Instrument Design and Sample. In: Data Analysis with SPSS for Survey-based Research. Springer, Singapore. https://doi.org/10.1007/978-981-16-0193-4_1

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Examples

Research Instrument

Ai generator.

how to write research instrument sample

A research instrument is a tool or device used by researchers to collect, measure, and analyze data relevant to their study. Common examples include surveys, questionnaires , tests, and observational checklists. These instruments are essential for obtaining accurate, reliable, and valid data, enabling researchers to draw meaningful conclusions and insights. The selection of an appropriate research instrument is crucial, as it directly impacts the quality and integrity of the research findings.

What is a Research Instrument?

A research instrument is a tool used by researchers to collect and analyze data. Examples include surveys, questionnaires, and observation checklists. Choosing the right instrument is essential for ensuring accurate and reliable data.

Examples of Research Instruments

Examples of Research Instruments

  • Surveys: Structured questionnaires designed to gather quantitative data from a large audience.
  • Questionnaires: Sets of written questions used to collect information on specific topics.
  • Interviews: Structured or semi-structured conversations used to obtain in-depth qualitative data.
  • Observation Checklists: Lists of specific behaviors or events that researchers observe and record.
  • Tests: Standardized exams used to assess knowledge, skills, or abilities.
  • Scales: Tools like Likert scales to measure attitudes, perceptions, or opinions.
  • Diaries: Participant logs documenting activities or experiences over time.
  • Focus Groups: Group discussions facilitated to explore collective views and experiences.

Examples of a Quantitative Research Instruments

  • Structured Surveys: These are detailed questionnaires with predefined questions and response options, designed to collect numerical data from a large sample. They are often used in market research and social sciences to identify trends and patterns.
  • Standardized Tests: These are assessments that measure specific knowledge, skills, or abilities using uniform procedures and scoring methods. Examples include IQ tests, academic achievement tests, and professional certification exams.
  • Closed-Ended Questionnaires: These questionnaires contain questions with a limited set of response options, such as multiple-choice or yes/no answers. They are useful for gathering specific, quantifiable data efficiently.
  • Rating Scales: These tools ask respondents to rate items on a fixed scale, such as 1 to 5 or 1 to 10. They are commonly used to measure attitudes, opinions, or satisfaction levels.
  • Structured Observation Checklists: These checklists outline specific behaviors or events that researchers observe and record in a systematic manner. They are often used in studies where direct observation is needed to gather quantitative data.
  • Statistical Data Collection Tools: These include various instruments and software used to collect and analyze numerical data, such as spreadsheets, databases, and statistical analysis programs like SPSS or SAS.
  • Likert Scales: A type of rating scale commonly used in surveys to measure attitudes or opinions. Respondents indicate their level of agreement or disagreement with a series of statements on a scale, such as “strongly agree” to “strongly disagree.”

Examples of a Qualitative Research Instruments

  • Open-Ended Interviews: These interviews involve asking participants broad, open-ended questions to explore their thoughts, feelings, and experiences in depth. This method allows for rich, detailed data collection.
  • Focus Groups: A small, diverse group of people engage in guided discussions to provide insights into their perceptions, opinions, and attitudes about a specific topic. Focus groups are useful for exploring complex behaviors and motivations.
  • Unstructured Observation: Researchers observe participants in their natural environment without predefined criteria, allowing them to capture spontaneous behaviors and interactions in real-time.
  • Case Studies: In-depth investigations of a single individual, group, event, or community. Case studies provide comprehensive insights into the subject’s context, experiences, and development over time.
  • Ethnographic Studies: Researchers immerse themselves in the daily lives of participants to understand their cultures, practices, and perspectives. This method often involves long-term observation and interaction.
  • Participant Diaries: Participants keep detailed, personal records of their daily activities, thoughts, and experiences over a specific period. These diaries provide firsthand insights into participants’ lives.
  • Field Notes: Researchers take detailed notes while observing participants in their natural settings. Field notes capture contextual information, behaviors, and interactions that are often missed in structured observations.
  • Narrative Analysis: This method involves analyzing stories and personal accounts to understand how people make sense of their experiences and the world around them.
  • Content Analysis: Researchers systematically analyze textual, visual, or a content to identify patterns, themes, and meanings. This method is often used for analyzing media, documents, and online content.
  • Document Analysis: Researchers review and interpret existing documents, such as reports, letters, or official records, to gain insights into the context and background of the research subject.

Characteristics of a Good Research Instrument

  • Validity: A good research instrument accurately measures what it is intended to measure. This ensures that the results are a true reflection of the concept being studied.
  • Reliability: The instrument produces consistent results when used repeatedly under similar conditions. This consistency is crucial for the credibility of the research findings.
  • Objectivity: The instrument should be free from researcher bias, ensuring that results are based solely on the data collected rather than subjective interpretations.
  • Sensitivity: The instrument is capable of detecting subtle differences or changes in the variable being measured, allowing for more nuanced and precise data collection.
  • Practicality: It is easy to administer, score, and interpret. This includes being time-efficient, cost-effective, and user-friendly for both researchers and participants.
  • Ethical Considerations: The instrument respects the rights and confidentiality of participants, ensuring informed consent and protecting their privacy throughout the research process.
  • Comprehensiveness: It covers all relevant aspects of the concept being studied, providing a complete and thorough understanding of the research topic.
  • Adaptability: The instrument can be modified or adapted for different contexts, populations, or research settings without losing its effectiveness.
  • Clarity: The questions or items in the instrument are clearly worded and unambiguous, ensuring that participants understand what is being asked without confusion.
  • Cultural Sensitivity: The instrument is appropriate for the cultural context of the participants, avoiding language or content that may be misinterpreted or offensive.

Research Instrument Questionnaire

A questionnaire is a versatile and widely used research instrument composed of a series of questions aimed at gathering information from respondents. It is designed to collect both quantitative and qualitative data through a mix of open-ended and closed-ended questions. Open-ended questions allow respondents to express their thoughts in their own words, providing rich, detailed insights, while closed-ended questions offer predefined response options, facilitating easier statistical analysis. Questionnaires can be administered in various formats, including paper-based, online, or via telephone, making them accessible to a wide audience and suitable for large-scale studies.

The design of a questionnaire is crucial to its effectiveness. Clear, concise, and unbiased questions are essential to ensure reliable and valid results. A well-crafted questionnaire minimizes respondent confusion and reduces the risk of biased answers, which can skew data. Moreover, the order and wording of questions can significantly impact the quality of the responses. Properly designed questionnaires are invaluable tools for a range of research purposes, from market research and customer satisfaction surveys to academic studies and social science research. They enable researchers to gather a broad spectrum of data efficiently and effectively, making them a cornerstone of data collection in many fields.

Research instrument Sample Paragraph

A research instrument is a vital tool used by researchers to collect, measure, and analyze data from participants. These instruments vary widely and include questionnaires, surveys, interviews, observation checklists, and standardized tests, each serving distinct research needs. For example, questionnaires and surveys are commonly employed to gather quantitative data from large groups, providing statistical insights into trends and patterns. In contrast, interviews and focus groups are used to delve deeper into participants’ experiences and perspectives, yielding rich qualitative data. The careful selection and design of a research instrument are crucial, as they directly impact the accuracy, reliability, and validity of the collected data,

How to Make Research Instrument

Creating an effective research instrument involves several key steps to ensure it accurately collects and measures the necessary data for your study:

1. Define the Research Objectives

  • Identify the Purpose : Clearly outline what you aim to achieve with your research.
  • Specify the Variables : Determine the specific variables you need to measure.

2. Review Existing Instruments

  • Literature Review : Look at existing studies and instruments used in similar research.
  • Evaluate Suitability : Assess if existing instruments can be adapted for your study.

3. Select the Type of Instrument

  • Choose the Format : Decide whether a survey, questionnaire, interview guide, test, or observation checklist best fits your needs.
  • Determine the Method : Consider whether your data collection will be qualitative, quantitative, or mixed-methods.

4. Develop the Content

  • Draft Questions or Items : Write questions that align with your research objectives and variables.
  • Ensure Clarity and Relevance : Make sure each question is clear, concise, and directly related to the research objectives.
  • Use Simple Language : Avoid jargon to ensure respondents understand the questions.

5. Validate the Instrument

  • Expert Review : Have experts in your field review the instrument for content validity.
  • Pilot Testing : Conduct a pilot test with a small, representative sample to identify any issues.

6. Refine the Instrument

  • Revise Based on Feedback : Modify the instrument based on feedback from experts and pilot testing.
  • Check for Reliability : Ensure the instrument consistently measures what it is supposed to.

7. Finalize the Instrument

  • Create Instructions : Provide clear instructions for respondents on how to complete the instrument.
  • Format Appropriately : Ensure the layout is user-friendly and the instrument is easy to navigate.

8. Implement and Collect Data

  • Administer the Instrument : Distribute your instrument to the target population.
  • Monitor Data Collection : Ensure the data collection process is conducted consistently.

FAQ’s

How do you choose a research instrument.

Select based on your research goals, type of data needed, and the target population.

What is the difference between qualitative and quantitative research instruments?

Qualitative instruments collect non-numerical data, while quantitative instruments collect numerical data.

Can you use multiple research instruments in one study?

Yes, using multiple instruments can provide a more comprehensive understanding of the research problem.

How do you ensure the reliability of a research instrument?

Test the instrument multiple times under the same conditions to check for consistent results.

What is the validity of a research instrument?

Validity refers to how well an instrument measures what it is intended to measure.

How can you test the validity of a research instrument?

Use methods like content validity, criterion-related validity, and construct validity to test an instrument.

What is a pilot study?

A pilot study is a small-scale trial run of a research instrument to identify any issues before the main study.

Why is a pilot study important?

It helps refine the research instrument and improve its reliability and validity.

What is an unstructured interview?

An unstructured interview allows more flexibility, with open-ended questions that can adapt based on responses.

What is the role of observation in research?

Observation allows researchers to collect data on behaviors and events in their natural settings.

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How to Write a Research Proposal: A Complete Guide

Research Proposal

A research proposal is a piece of writing that basically serves as your plan for a research project. It spells out what you’ll study, how you’ll go about it, and why it matters. Think of it as your pitch to show professors or funding bodies that your project is worth their attention and support.

This task is standard for grad students, especially those in research-intensive fields. It’s your chance to showcase your ability to think critically, design a solid study, and articulate why your research could make a difference.

In this article, we'll talk about how to craft a good research proposal, covering everything from the standard format of a research proposal to the specific details you'll need to include. 

Feeling overwhelmed by the idea of putting one together? That’s where DoMyEssay comes in handy.  Whether you need a little push or more extensive guidance, we’ll help you nail your proposal and move your project forward. 

Research Proposal Format

When you're putting together a research proposal, think of it as setting up a roadmap for your project. You want it to be clear and easy to follow so everyone knows what you’re planning to do, how you’re going to do it, and why it matters. 

Whether you’re following APA or Chicago style, the key is to keep your formatting clean so that it’s easy for committees or funding bodies to read through and understand.

Here’s a breakdown of each section, with a special focus on formatting a research proposal:

  • Title Page : This is your first impression. Make sure it includes the title of your research proposal, your name, and your affiliations. Your title should grab attention and make it clear what your research is about.
  • Abstract : This is your elevator pitch. In about 250 words, you need to sum up what you plan to research, how you plan to do it, and what impact you think it will have.
  • Introduction : Here’s where you draw them in. Lay out your research question or problem, highlight its importance, and clearly outline what you aim to achieve with your study.
  • Literature Review : Show that you’ve done your homework. In this section, demonstrate that you know the field and how your research fits into it. It’s your chance to connect your ideas to what’s already out there and show off a bit about what makes your approach unique or necessary.
  • Methodology : Dive into the details of how you’ll get your research done. Explain your methods for gathering data and how you’ll analyze it. This is where you reassure them that your project is doable and you’ve thought through all the steps.
  • Timeline : Keep it realistic. Provide an estimated schedule for your research, breaking down the process into manageable stages and assigning a timeline for each phase.
  • Budget : If you need funding, lay out a budget that spells out what you need money for. Be clear and precise so there’s no guesswork involved about what you’re asking for.
  • References/Bibliography : List out all the works you cited in your proposal. Stick to one citation style to keep things consistent.

Get Your Research Proposal Right 

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Research Proposal Structure

When you're writing a research proposal, you're laying out your questions and explaining the path you're planning to take to tackle them. Here’s how to structure your proposal so that it speaks to why your research matters and should get some attention.

Introduction

An introduction is where you grab attention and make everyone see why what you're doing matters. Here, you’ll pose the big question of your research proposal topic and show off the potential of your research right from the get-go:

  • Grab attention : Start with something that makes the reader sit up — maybe a surprising fact, a challenging question, or a brief anecdote that highlights the urgency of your topic.
  • Set the scene : What’s the broader context of your work? Give a snapshot of the landscape and zoom in on where your research fits. This helps readers see the big picture and the niche you’re filling.
  • Lay out your plan : Briefly mention the main goals or questions of your research. If you have a hypothesis, state it clearly here.
  • Make it matter : Show why your research needs to happen now. What gaps are you filling? What changes could your findings inspire? Make sure the reader understands the impact and significance of your work.

Literature Review

In your research proposal, the literature review does more than just recap what’s already out there. It's where you get to show off how your research connects with the big ideas and ongoing debates in your field. Here’s how to make this section work hard for you:

  • Connect the dots : First up, highlight how your study fits into the current landscape by listing what others have done and positioning your research within it. You want to make it clear that you’re not just following the crowd but actually engaging with and contributing to real conversations. 
  • Critique what’s out there : Explore what others have done well and where they’ve fallen short. Pointing out the gaps or where others might have missed the mark helps set up why your research is needed and how it offers something different.
  • Build on what’s known : Explain how your research will use, challenge, or advance the existing knowledge. Are you closing a key gap? Applying old ideas in new ways? Make it clear how your work is going to add something new or push existing boundaries.

Aims and Objectives

Let's talk about the aims and objectives of your research. This is where you set out what you want to achieve and how you plan to get there:

  • Main Goal : Start by stating your primary aim. What big question are you trying to answer, or what hypothesis are you testing? This is your research's main driving force.
  • Detailed Objectives : Now, break down your main goal into smaller, actionable objectives. These should be clear and specific steps that will help you reach your overall aim. Think of these as the building blocks of your research, each one designed to contribute to the larger goal.

Research Design and Method

This part of your proposal outlines the practical steps you’ll take to answer your research questions:

  • Type of Research : First off, what kind of research are you conducting? Will it be qualitative or quantitative research , or perhaps a mix of both? Clearly define whether you'll be gathering numerical data for statistical analysis or exploring patterns and theories in depth.
  • Research Approach : Specify whether your approach is experimental, correlational, or descriptive. Each of these frameworks has its own way of uncovering insights, so choose the one that best fits the questions you’re trying to answer.
  • Data Collection : Discuss the specifics of your data. If you’re in the social sciences, for instance, describe who or what you’ll be studying. How will you select your subjects or sources? What criteria will you use, and how will you gather your data? Be clear about the methods you’ll use, whether that’s surveys, interviews, observations, or experiments.
  • Tools and Techniques : Detail the tools and techniques you'll use to collect your data. Explain why these tools are the best fit for your research goals.
  • Timeline and Budget : Sketch out a timeline for your research activities. How long will each phase take? This helps everyone see that your project is organized and feasible.
  • Potential Challenges : What might go wrong? Think about potential obstacles and how you plan to handle them. This shows you’re thinking ahead and preparing for all possibilities.

Ethical Considerations

When you're conducting research, especially involving people, you've got to think about ethics. This is all about ensuring everyone's rights are respected throughout your study. Here’s a quick rundown:

  • Participant Rights : You need to protect your participants' rights to privacy, autonomy, and confidentiality. This means they should know what the study involves and agree to participate willingly—this is what we call informed consent.
  • Informed Consent : You've got to be clear with participants about what they’re signing up for, what you’ll do with the data, and how you'll keep it confidential. Plus, they need the freedom to drop out any time they want.
  • Ethical Approval : Before you even start collecting data, your research plan needs a green light from an ethics committee. This group checks that you’re set up to keep your participants safe and treated fairly.

You need to carefully calculate the costs for every aspect of your project. Make sure to include a bit extra for those just-in-case scenarios like unexpected delays or price hikes. Every dollar should have a clear purpose, so justify each part of your budget to ensure it’s all above board. This approach keeps your project on track financially and avoids any surprises down the line.

The appendices in your research proposal are where you stash all the extra documents that back up your main points. Depending on your project, this could include things like consent forms, questionnaires, measurement tools, or even a simple explanation of your study for participants. 

Just like any academic paper, your research proposal needs to include citations for all the sources you’ve referenced. Whether you call it a references list or a bibliography, the idea is the same — crediting the work that has informed your research. Make sure every source you’ve cited is listed properly, keeping everything consistent and easy to follow.

Research Proposal Got You Stuck? 

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How to Write a Research Proposal?

Whether you're new to this process or looking to refine your skills, here are some practical tips to help you create a strong and compelling proposal. 

Tip What to Do
Stay on Target 🎯 Stick to the main points and avoid getting sidetracked. A focused proposal is easier to follow and more compelling.
Use Visuals 🖼️ Consider adding charts, graphs, or tables if they help explain your ideas better. Visuals can make complex info clearer.
Embrace Feedback 🔄 Be open to revising your proposal based on feedback. The best proposals often go through several drafts.
Prepare Your Pitch 🎤 If you’re going to present your proposal, practice explaining it clearly and confidently. Being able to pitch it well can make a big difference.
Anticipate Questions ❓ Think about the questions or challenges reviewers might have and prepare clear responses.
Think Bigger 🌍 Consider how your research could impact your field or even broader society. This can make your proposal more persuasive.
Use Strong Sources 📚 Always use credible and up-to-date sources. This strengthens your arguments and builds trust with your readers.
Keep It Professional ✏️ While clarity is key, make sure your tone stays professional throughout your proposal.
Highlight What’s New 💡 Emphasize what’s innovative or unique about your research. This can be a big selling point for your proposal.

Research Proposal Template

Here’s a simple and handy research proposal example in PDF format to help you get started and keep your work organized:

Writing a research proposal can be straightforward if you break it down into manageable steps:

  • Pick a strong research proposal topic that interests you and has enough material to explore.
  • Craft an engaging introduction that clearly states your research question and objectives.
  • Do a thorough literature review to see how your work fits into the existing research landscape.
  • Plan out your research design and method , deciding whether you’ll use qualitative or quantitative research.
  • Consider the ethical aspects to ensure your research is conducted responsibly.
  • Set up a budget and gather any necessary appendices to support your proposal.
  • Make sure all your sources are cited properly to add credibility to your work.

If you need some extra support, DoMyEssay is ready to help with any type of paper, including crafting a strong research proposal. 

What Is a Research Proposal?

How long should a research proposal be, how do you start writing a research proposal.

Examples of Research proposals | York St John University. (n.d.). York St John University. https://www.yorksj.ac.uk/study/postgraduate/research-degrees/apply/examples-of-research-proposals/

how to write research instrument sample

IMAGES

  1. Methodology Sample In Research : Research Support: Research Methodology

    how to write research instrument sample

  2. Chapter 3 Research Methodology Example Qualitative

    how to write research instrument sample

  3. Sample research instrument

    how to write research instrument sample

  4. Research+Instruments

    how to write research instrument sample

  5. Research Methodology: Instruments and Procedures

    how to write research instrument sample

  6. Research instrument in thesis/

    how to write research instrument sample

VIDEO

  1. How to write a research statement (with a sample)

  2. Research Instrument 1

  3. Developing the Research Instrument/Types and Validation

  4. RESEARCH INSTRUMENT: Observation Process

  5. RESEARCH INSTRUMENTS FOR QUANTITATIVE AND QUALITATIVE RESEARCH

  6. How to Write a Scientific Research Paper

COMMENTS

  1. PDF Research Instrument Examples

    15. Write the research paper 16. Publish data The following list is an example of the steps to complete a research project. Choosing a Research Instrument is done after conceptualization and the units of analysis have been chosen, and before operationalizing concepts construct instruments:

  2. PDF Selecting and Describing Your Research Instruments

    Advisor Consultation Checklist Use the checklist below to ensure that you consulted with your advisor during the key steps in the process of selecting and describing your research instruments. 1. _____ Read this checklist. 2. _____ Made an appointment for our first meeting to discuss the instrument selection. 3.

  3. How to Write an APA Methods Section

    To structure your methods section, you can use the subheadings of "Participants," "Materials," and "Procedures.". These headings are not mandatory—aim to organize your methods section using subheadings that make sense for your specific study. Note that not all of these topics will necessarily be relevant for your study.

  4. LibGuides: Research Methodologies: Research Instruments

    There are many different research instruments you can use in collecting data for your research: Interviews (either as a group or one-on-one). You can carry out interviews in many different ways. For example, your interview can be structured, semi-structured, or unstructured. The difference between them is how formal the set of questions is that ...

  5. Questionnaire Design

    Questionnaires vs. surveys. A survey is a research method where you collect and analyze data from a group of people. A questionnaire is a specific tool or instrument for collecting the data.. Designing a questionnaire means creating valid and reliable questions that address your research objectives, placing them in a useful order, and selecting an appropriate method for administration.

  6. What Is a Research Design

    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. Other interesting articles.

  7. Selecting and Describing Your Research Instruments

    Selecting and Describing Your Research Instruments. Emerging researchers are often surprised to learn that instrument selection is a complex and important step in the process of research design. This concise guide explains how to identify appropriate instruments, select the best ones for the job, and properly describe the instruments so that ...

  8. Home

    A research instrument is a tool used to collect, measure, and analyze data related to your subject. Research instruments can be tests, surveys, scales, questionnaires, or even checklists. To assure the strength of your study, it is important to use previously validated instruments! Getting Started. Already know the full name of the instrument ...

  9. Hands-on guide to questionnaire research: Selecting, designing, and

    Questionnaires can be used as the sole research instrument (such as in a cross sectional survey) or within clinical trials or epidemiological studies. ... you need only give outline details of the instrument when you write up your work, and you may find it easier to get published (box 1). ... In the following two articles we will discuss how to ...

  10. Your Step-by-Step Guide to Writing a Good Research Methodology

    Provide the rationality behind your chosen approach. Based on logic and reason, let your readers know why you have chosen said research methodologies. Additionally, you have to build strong arguments supporting why your chosen research method is the best way to achieve the desired outcome. 3. Explain your mechanism.

  11. Overview

    Finding a research instrument can be time consuming! There are 3 concrete steps in the process:. Identify an appropriate tool or instrument for your research; Assess whether the instrument is valid and reliable; Obtain permission and get the full text; Be aware - published papers and other sources often do not provide access to the full instrument.. Look for a citation and expect to contact ...

  12. Research Instruments

    The Types of Analysis & the more detailed Research Objectives clearly explain what it is the researcher wants to know. The Research Instruments, such as a survey, will ask questions that directly address the Research Objectives. Example: Thesis: Deinstitutionalization is more effective than institutionalization.

  13. What is a research instrument?

    A research instrument is a tool used to obtain, measure, and analyze data from subjects around the research topic. You need to decide the instrument to use based on the type of study you are conducting: quantitative, qualitative, or mixed-method. For instance, for a quantitative study, you may decide to use a questionnaire, and for a ...

  14. How to develop a research instrument?

    When developing a research instrument, considerations should include making sure the instrument itself isn't affecting the results. For instance, the questions in surveys (questionnaires or interviews) shouldn't condition participants or encourage them to answer in a certain way, as this would introduce bias. The response rate and ...

  15. Instrument Section

    Instrument Section. Conducting Educational Research Step 10: Write the Instruments Section. The purpose of the Instruments section is to give readers a detailed explanation of how the key variables were conceptualized and measured in the study. Since the instruments have already been adopted, adapted, or developed, this section is simply to ...

  16. Step 3: Constructing an Instrument for Data Collection

    Checkpoint: Qualitative, quantitative and mixed methods research. Checkpoint: Theoretical frameworks and underpinning philosophy. Checkpoint: Longitudinal vs cross-sectional designs. Checkpoint: Drawing conclusions and maintaining arguments. Step 3: Constructing an Instrument for Data Collection.

  17. What Is a Research Methodology?

    Step 1: Explain your methodological approach. Step 2: Describe your data collection methods. Step 3: Describe your analysis method. Step 4: Evaluate and justify the methodological choices you made. Tips for writing a strong methodology chapter. Other interesting articles.

  18. Examples of Research Instruments

    Overview of Research Instruments Whether you are writing a research proposal, project proposal, dissertation, capstone project, or thesis paper, research instruments play an important role in gathering requisite data. Research instruments are usually used in social sciences, health sciences, and education to assess students, patients, staff, and clients. Note that distinctive kinds of research ...

  19. Research Instruments: a Questionnaire and An Interview Guide Used to

    These sections include; statement of the problem, objectives of the study, research questions, research design, instrumentation, questionnaire for students, validation of the instrument (face and ...

  20. Research Instrument Design and Sample

    Sample size. Statistical power. Survey. Throughout our experience in research and supervising research students, two questions we are always consulted on after getting the research framework done are (1) how to collect the data, and (2) how many individuals do we need. Short answers for these questions are (1) design a survey, and (2) more is ...

  21. Research Instrument

    A research instrument is a tool or device used by researchers to collect, measure, and analyze data relevant to their study. Common examples include surveys, questionnaires, tests, and observational checklists. These instruments are essential for obtaining accurate, reliable, and valid data, enabling researchers to draw meaningful conclusions ...

  22. HOW TO WRITE CHAPTER 3, RESEARCH INSTRUMENT

    FOLLOW ME:Tiktok https://vt.tiktok.com/ZSeoV3HWR/Facebook https://m.facebook.com/docedwardpadama/Instagram https://instagram.com/edwardpadama#research #resea...

  23. [Tagalog] Writing Chapter 3 Research Instrument with Example

    Sa video na ito, diniscuss natin ang iba't ibang research instrument gaya ng questionnaire, interview guide, rating scale or Likert scale, at observation for...

  24. How to Write a Research Proposal

    To Sum Up. Writing a research proposal can be straightforward if you break it down into manageable steps: Pick a strong research proposal topic that interests you and has enough material to explore.; Craft an engaging introduction that clearly states your research question and objectives.; Do a thorough literature review to see how your work fits into the existing research landscape.