study setting in research proposal example

How to Write a Research Proposal: (with Examples & Templates)

Table of Contents

Before conducting a study, a research proposal should be created that outlines researchers’ plans and methodology and is submitted to the concerned evaluating organization or person. Creating a research proposal is an important step to ensure that researchers are on track and are moving forward as intended. A research proposal can be defined as a detailed plan or blueprint for the proposed research that you intend to undertake. It provides readers with a snapshot of your project by describing what you will investigate, why it is needed, and how you will conduct the research.  

Your research proposal should aim to explain to the readers why your research is relevant and original, that you understand the context and current scenario in the field, have the appropriate resources to conduct the research, and that the research is feasible given the usual constraints.  

This article will describe in detail the purpose and typical structure of a research proposal , along with examples and templates to help you ace this step in your research journey.  

What is a Research Proposal ?  

A research proposal¹ ,²  can be defined as a formal report that describes your proposed research, its objectives, methodology, implications, and other important details. Research proposals are the framework of your research and are used to obtain approvals or grants to conduct the study from various committees or organizations. Consequently, research proposals should convince readers of your study’s credibility, accuracy, achievability, practicality, and reproducibility.   

With research proposals , researchers usually aim to persuade the readers, funding agencies, educational institutions, and supervisors to approve the proposal. To achieve this, the report should be well structured with the objectives written in clear, understandable language devoid of jargon. A well-organized research proposal conveys to the readers or evaluators that the writer has thought out the research plan meticulously and has the resources to ensure timely completion.  

Purpose of Research Proposals  

A research proposal is a sales pitch and therefore should be detailed enough to convince your readers, who could be supervisors, ethics committees, universities, etc., that what you’re proposing has merit and is feasible . Research proposals can help students discuss their dissertation with their faculty or fulfill course requirements and also help researchers obtain funding. A well-structured proposal instills confidence among readers about your ability to conduct and complete the study as proposed.  

Research proposals can be written for several reasons:³  

• To describe the importance of research in the specific topic  
• Address any potential challenges you may encounter  
• Showcase knowledge in the field and your ability to conduct a study  
• Apply for a role at a research institute  
• Convince a research supervisor or university that your research can satisfy the requirements of a degree program  
• Highlight the importance of your research to organizations that may sponsor your project  
• Identify implications of your project and how it can benefit the audience  

What Goes in a Research Proposal?    

Research proposals should aim to answer the three basic questions—what, why, and how.  

The What question should be answered by describing the specific subject being researched. It should typically include the objectives, the cohort details, and the location or setting.  

The Why question should be answered by describing the existing scenario of the subject, listing unanswered questions, identifying gaps in the existing research, and describing how your study can address these gaps, along with the implications and significance.  

The How question should be answered by describing the proposed research methodology, data analysis tools expected to be used, and other details to describe your proposed methodology.   

Research Proposal Example  

Here is a research proposal sample template (with examples) from the University of Rochester Medical Center. 4 The sections in all research proposals are essentially the same although different terminology and other specific sections may be used depending on the subject.  

Structure of a Research Proposal  

If you want to know how to make a research proposal impactful, include the following components:¹  

1. Introduction  

This section provides a background of the study, including the research topic, what is already known about it and the gaps, and the significance of the proposed research.  

2. Literature review  

This section contains descriptions of all the previous relevant studies pertaining to the research topic. Every study cited should be described in a few sentences, starting with the general studies to the more specific ones. This section builds on the understanding gained by readers in the Introduction section and supports it by citing relevant prior literature, indicating to readers that you have thoroughly researched your subject.  

3. Objectives  

Once the background and gaps in the research topic have been established, authors must now state the aims of the research clearly. Hypotheses should be mentioned here. This section further helps readers understand what your study’s specific goals are.  

4. Research design and methodology  

Here, authors should clearly describe the methods they intend to use to achieve their proposed objectives. Important components of this section include the population and sample size, data collection and analysis methods and duration, statistical analysis software, measures to avoid bias (randomization, blinding), etc.  

5. Ethical considerations  

This refers to the protection of participants’ rights, such as the right to privacy, right to confidentiality, etc. Researchers need to obtain informed consent and institutional review approval by the required authorities and mention this clearly for transparency.  

6. Budget/funding  

Researchers should prepare their budget and include all expected expenditures. An additional allowance for contingencies such as delays should also be factored in.  

7. Appendices  

This section typically includes information that supports the research proposal and may include informed consent forms, questionnaires, participant information, measurement tools, etc.  

8. Citations  

Important Tips for Writing a Research Proposal  

Writing a research proposal begins much before the actual task of writing. Planning the research proposal structure and content is an important stage, which if done efficiently, can help you seamlessly transition into the writing stage. 3,5  

The Planning Stage  

• Manage your time efficiently. Plan to have the draft version ready at least two weeks before your deadline and the final version at least two to three days before the deadline.
• What is the primary objective of your research?  
• Will your research address any existing gap?  
• What is the impact of your proposed research?  
• Do people outside your field find your research applicable in other areas?  
• If your research is unsuccessful, would there still be other useful research outcomes?  

  The Writing Stage  

• Create an outline with main section headings that are typically used.  
• Focus only on writing and getting your points across without worrying about the format of the research proposal , grammar, punctuation, etc. These can be fixed during the subsequent passes. Add details to each section heading you created in the beginning.   
• Ensure your sentences are concise and use plain language. A research proposal usually contains about 2,000 to 4,000 words or four to seven pages.  
• Don’t use too many technical terms and abbreviations assuming that the readers would know them. Define the abbreviations and technical terms.  
• Ensure that the entire content is readable. Avoid using long paragraphs because they affect the continuity in reading. Break them into shorter paragraphs and introduce some white space for readability.  
• Focus on only the major research issues and cite sources accordingly. Don’t include generic information or their sources in the literature review.  
• Proofread your final document to ensure there are no grammatical errors so readers can enjoy a seamless, uninterrupted read.  
• Use academic, scholarly language because it brings formality into a document.  
• Ensure that your title is created using the keywords in the document and is neither too long and specific nor too short and general.  
• Cite all sources appropriately to avoid plagiarism.  
• Make sure that you follow guidelines, if provided. This includes rules as simple as using a specific font or a hyphen or en dash between numerical ranges.  
• Ensure that you’ve answered all questions requested by the evaluating authority.  

Key Takeaways   

Here’s a summary of the main points about research proposals discussed in the previous sections:  

• A research proposal is a document that outlines the details of a proposed study and is created by researchers to submit to evaluators who could be research institutions, universities, faculty, etc.  
• Research proposals are usually about 2,000-4,000 words long, but this depends on the evaluating authority’s guidelines.  
• A good research proposal ensures that you’ve done your background research and assessed the feasibility of the research.  
• Research proposals have the following main sections—introduction, literature review, objectives, methodology, ethical considerations, and budget.  

Frequently Asked Questions  

Q1. How is a research proposal evaluated?  

A1. In general, most evaluators, including universities, broadly use the following criteria to evaluate research proposals . 6  

• Significance —Does the research address any important subject or issue, which may or may not be specific to the evaluator or university?  
• Content and design —Is the proposed methodology appropriate to answer the research question? Are the objectives clear and well aligned with the proposed methodology?  
• Sample size and selection —Is the target population or cohort size clearly mentioned? Is the sampling process used to select participants randomized, appropriate, and free of bias?  
• Timing —Are the proposed data collection dates mentioned clearly? Is the project feasible given the specified resources and timeline?  
• Data management and dissemination —Who will have access to the data? What is the plan for data analysis?  

Q2. What is the difference between the Introduction and Literature Review sections in a research proposal ?  

A2. The Introduction or Background section in a research proposal sets the context of the study by describing the current scenario of the subject and identifying the gaps and need for the research. A Literature Review, on the other hand, provides references to all prior relevant literature to help corroborate the gaps identified and the research need.  

Q3. How long should a research proposal be?  

A3. Research proposal lengths vary with the evaluating authority like universities or committees and also the subject. Here’s a table that lists the typical research proposal lengths for a few universities.  

Q4. What are the common mistakes to avoid in a research proposal ?  

A4. Here are a few common mistakes that you must avoid while writing a research proposal . 7  

• No clear objectives: Objectives should be clear, specific, and measurable for the easy understanding among readers.  
• Incomplete or unconvincing background research: Background research usually includes a review of the current scenario of the particular industry and also a review of the previous literature on the subject. This helps readers understand your reasons for undertaking this research because you identified gaps in the existing research.  
• Overlooking project feasibility: The project scope and estimates should be realistic considering the resources and time available.   
• Neglecting the impact and significance of the study: In a research proposal , readers and evaluators look for the implications or significance of your research and how it contributes to the existing research. This information should always be included.  
• Unstructured format of a research proposal : A well-structured document gives confidence to evaluators that you have read the guidelines carefully and are well organized in your approach, consequently affirming that you will be able to undertake the research as mentioned in your proposal.  
• Ineffective writing style: The language used should be formal and grammatically correct. If required, editors could be consulted, including AI-based tools such as Paperpal , to refine the research proposal structure and language.  

Thus, a research proposal is an essential document that can help you promote your research and secure funds and grants for conducting your research. Consequently, it should be well written in clear language and include all essential details to convince the evaluators of your ability to conduct the research as proposed.  

This article has described all the important components of a research proposal and has also provided tips to improve your writing style. We hope all these tips will help you write a well-structured research proposal to ensure receipt of grants or any other purpose.  

References  

• Sudheesh K, Duggappa DR, Nethra SS. How to write a research proposal? Indian J Anaesth. 2016;60(9):631-634. Accessed July 15, 2024. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5037942/  
• Writing research proposals. Harvard College Office of Undergraduate Research and Fellowships. Harvard University. Accessed July 14, 2024. https://uraf.harvard.edu/apply-opportunities/app-components/essays/research-proposals  
• What is a research proposal? Plus how to write one. Indeed website. Accessed July 17, 2024. https://www.indeed.com/career-advice/career-development/research-proposal  
• Research proposal template. University of Rochester Medical Center. Accessed July 16, 2024. https://www.urmc.rochester.edu/MediaLibraries/URMCMedia/pediatrics/research/documents/Research-proposal-Template.pdf  
• Tips for successful proposal writing. Johns Hopkins University. Accessed July 17, 2024. https://research.jhu.edu/wp-content/uploads/2018/09/Tips-for-Successful-Proposal-Writing.pdf  
• Formal review of research proposals. Cornell University. Accessed July 18, 2024. https://irp.dpb.cornell.edu/surveys/survey-assessment-review-group/research-proposals  
• 7 Mistakes you must avoid in your research proposal. Aveksana (via LinkedIn). Accessed July 17, 2024. https://www.linkedin.com/pulse/7-mistakes-you-must-avoid-your-research-proposal-aveksana-cmtwf/  

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• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on October 12, 2022 by Shona McCombes and Tegan George. Revised on November 21, 2023.

A research proposal describes what you will investigate, why it’s important, and how you will conduct your research.

The format of a research proposal varies between fields, but most proposals will contain at least these elements:

Introduction

Literature review.

• Research design

Reference list

While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organized and feel confident in the path forward you choose to take.

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, other interesting articles, frequently asked questions about research proposals.

Academics often have to write research proposals to get funding for their projects. As a student, you might have to write a research proposal as part of a grad school application , or prior to starting your thesis or dissertation .

In addition to helping you figure out what your research can look like, a proposal can also serve to demonstrate why your project is worth pursuing to a funder, educational institution, or supervisor.

Research proposal length

The length of a research proposal can vary quite a bit. A bachelor’s or master’s thesis proposal can be just a few pages, while proposals for PhD dissertations or research funding are usually much longer and more detailed. Your supervisor can help you determine the best length for your work.

One trick to get started is to think of your proposal’s structure as a shorter version of your thesis or dissertation , only without the results , conclusion and discussion sections.

Download our research proposal template

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Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We’ve included a few for you below.

• Example research proposal #1: “A Conceptual Framework for Scheduling Constraint Management”
• Example research proposal #2: “Medical Students as Mediators of Change in Tobacco Use”

Like your dissertation or thesis, the proposal will usually have a title page that includes:

• The proposed title of your project
• Your supervisor’s name
• Your institution and department

The first part of your proposal is the initial pitch for your project. Make sure it succinctly explains what you want to do and why.

Your introduction should:

• Introduce your topic
• Give necessary background and context
• Outline your  problem statement  and research questions

To guide your introduction , include information about:

• Who could have an interest in the topic (e.g., scientists, policymakers)
• How much is already known about the topic
• What is missing from this current knowledge
• What new insights your research will contribute
• Why you believe this research is worth doing

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As you get started, it’s important to demonstrate that you’re familiar with the most important research on your topic. A strong literature review  shows your reader that your project has a solid foundation in existing knowledge or theory. It also shows that you’re not simply repeating what other people have already done or said, but rather using existing research as a jumping-off point for your own.

In this section, share exactly how your project will contribute to ongoing conversations in the field by:

• Comparing and contrasting the main theories, methods, and debates
• Examining the strengths and weaknesses of different approaches
• Explaining how will you build on, challenge, or synthesize prior scholarship

Following the literature review, restate your main  objectives . This brings the focus back to your own project. Next, your research design or methodology section will describe your overall approach, and the practical steps you will take to answer your research questions.

To finish your proposal on a strong note, explore the potential implications of your research for your field. Emphasize again what you aim to contribute and why it matters.

For example, your results might have implications for:

• Improving best practices
• Informing policymaking decisions
• Strengthening a theory or model
• Challenging popular or scientific beliefs
• Creating a basis for future research

Last but not least, your research proposal must include correct citations for every source you have used, compiled in a reference list . To create citations quickly and easily, you can use our free APA citation generator .

Some institutions or funders require a detailed timeline of the project, asking you to forecast what you will do at each stage and how long it may take. While not always required, be sure to check the requirements of your project.

Here’s an example schedule to help you get started. You can also download a template at the button below.

Download our research schedule template

If you are applying for research funding, chances are you will have to include a detailed budget. This shows your estimates of how much each part of your project will cost.

Make sure to check what type of costs the funding body will agree to cover. For each item, include:

• Cost : exactly how much money do you need?
• Justification : why is this cost necessary to complete the research?
• Source : how did you calculate the amount?

To determine your budget, think about:

• Travel costs : do you need to go somewhere to collect your data? How will you get there, and how much time will you need? What will you do there (e.g., interviews, archival research)?
• Materials : do you need access to any tools or technologies?
• Help : do you need to hire any research assistants for the project? What will they do, and how much will you pay them?

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

Methodology

• Sampling methods
• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

A research aim is a broad statement indicating the general purpose of your research project. It should appear in your introduction at the end of your problem statement , before your research objectives.

Research objectives are more specific than your research aim. They indicate the specific ways you’ll address the overarching aim.

A PhD, which is short for philosophiae doctor (doctor of philosophy in Latin), is the highest university degree that can be obtained. In a PhD, students spend 3–5 years writing a dissertation , which aims to make a significant, original contribution to current knowledge.

A PhD is intended to prepare students for a career as a researcher, whether that be in academia, the public sector, or the private sector.

A master’s is a 1- or 2-year graduate degree that can prepare you for a variety of careers.

All master’s involve graduate-level coursework. Some are research-intensive and intend to prepare students for further study in a PhD; these usually require their students to write a master’s thesis . Others focus on professional training for a specific career.

Critical thinking refers to the ability to evaluate information and to be aware of biases or assumptions, including your own.

Like information literacy , it involves evaluating arguments, identifying and solving problems in an objective and systematic way, and clearly communicating your ideas.

The best way to remember the difference between a research plan and a research proposal is that they have fundamentally different audiences. A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

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The goal of a research proposal is twofold: to present and justify the need to study a research problem and to present the practical ways in which the proposed study should be conducted. The design elements and procedures for conducting research are governed by standards of the predominant discipline in which the problem resides, therefore, the guidelines for research proposals are more exacting and less formal than a general project proposal. Research proposals contain extensive literature reviews. They must provide persuasive evidence that a need exists for the proposed study. In addition to providing a rationale, a proposal describes detailed methodology for conducting the research consistent with requirements of the professional or academic field and a statement on anticipated outcomes and benefits derived from the study's completion.

Krathwohl, David R. How to Prepare a Dissertation Proposal: Suggestions for Students in Education and the Social and Behavioral Sciences . Syracuse, NY: Syracuse University Press, 2005.

How to Approach Writing a Research Proposal

Your professor may assign the task of writing a research proposal for the following reasons:

• Develop your skills in thinking about and designing a comprehensive research study;
• Learn how to conduct a comprehensive review of the literature to determine that the research problem has not been adequately addressed or has been answered ineffectively and, in so doing, become better at locating pertinent scholarship related to your topic;
• Improve your general research and writing skills;
• Practice identifying the logical steps that must be taken to accomplish one's research goals;
• Critically review, examine, and consider the use of different methods for gathering and analyzing data related to the research problem; and,
• Nurture a sense of inquisitiveness within yourself and to help see yourself as an active participant in the process of conducting scholarly research.

A proposal should contain all the key elements involved in designing a completed research study, with sufficient information that allows readers to assess the validity and usefulness of your proposed study. The only elements missing from a research proposal are the findings of the study and your analysis of those findings. Finally, an effective proposal is judged on the quality of your writing and, therefore, it is important that your proposal is coherent, clear, and compelling.

Regardless of the research problem you are investigating and the methodology you choose, all research proposals must address the following questions:

• What do you plan to accomplish? Be clear and succinct in defining the research problem and what it is you are proposing to investigate.
• Why do you want to do the research? In addition to detailing your research design, you also must conduct a thorough review of the literature and provide convincing evidence that it is a topic worthy of in-depth study. A successful research proposal must answer the "So What?" question.
• How are you going to conduct the research? Be sure that what you propose is doable. If you're having difficulty formulating a research problem to propose investigating, go here for strategies in developing a problem to study.

Common Mistakes to Avoid

• Failure to be concise . A research proposal must be focused and not be "all over the map" or diverge into unrelated tangents without a clear sense of purpose.
• Failure to cite landmark works in your literature review . Proposals should be grounded in foundational research that lays a foundation for understanding the development and scope of the the topic and its relevance.
• Failure to delimit the contextual scope of your research [e.g., time, place, people, etc.]. As with any research paper, your proposed study must inform the reader how and in what ways the study will frame the problem.
• Failure to develop a coherent and persuasive argument for the proposed research . This is critical. In many workplace settings, the research proposal is a formal document intended to argue for why a study should be funded.
• Sloppy or imprecise writing, or poor grammar . Although a research proposal does not represent a completed research study, there is still an expectation that it is well-written and follows the style and rules of good academic writing.
• Too much detail on minor issues, but not enough detail on major issues . Your proposal should focus on only a few key research questions in order to support the argument that the research needs to be conducted. Minor issues, even if valid, can be mentioned but they should not dominate the overall narrative.

Procter, Margaret. The Academic Proposal.  The Lab Report. University College Writing Centre. University of Toronto; Sanford, Keith. Information for Students: Writing a Research Proposal. Baylor University; Wong, Paul T. P. How to Write a Research Proposal. International Network on Personal Meaning. Trinity Western University; Writing Academic Proposals: Conferences, Articles, and Books. The Writing Lab and The OWL. Purdue University; Writing a Research Proposal. University Library. University of Illinois at Urbana-Champaign.

Structure and Writing Style

Beginning the Proposal Process

As with writing most college-level academic papers, research proposals are generally organized the same way throughout most social science disciplines. The text of proposals generally vary in length between ten and thirty-five pages, followed by the list of references. However, before you begin, read the assignment carefully and, if anything seems unclear, ask your professor whether there are any specific requirements for organizing and writing the proposal.

A good place to begin is to ask yourself a series of questions:

• What do I want to study?
• Why is the topic important?
• How is it significant within the subject areas covered in my class?
• What problems will it help solve?
• How does it build upon [and hopefully go beyond] research already conducted on the topic?
• What exactly should I plan to do, and can I get it done in the time available?

In general, a compelling research proposal should document your knowledge of the topic and demonstrate your enthusiasm for conducting the study. Approach it with the intention of leaving your readers feeling like, "Wow, that's an exciting idea and I can’t wait to see how it turns out!"

Most proposals should include the following sections:

I.  Introduction

In the real world of higher education, a research proposal is most often written by scholars seeking grant funding for a research project or it's the first step in getting approval to write a doctoral dissertation. Even if this is just a course assignment, treat your introduction as the initial pitch of an idea based on a thorough examination of the significance of a research problem. After reading the introduction, your readers should not only have an understanding of what you want to do, but they should also be able to gain a sense of your passion for the topic and to be excited about the study's possible outcomes. Note that most proposals do not include an abstract [summary] before the introduction.

Think about your introduction as a narrative written in two to four paragraphs that succinctly answers the following four questions :

• What is the central research problem?
• What is the topic of study related to that research problem?
• What methods should be used to analyze the research problem?
• Answer the "So What?" question by explaining why this is important research, what is its significance, and why should someone reading the proposal care about the outcomes of the proposed study?

II.  Background and Significance

This is where you explain the scope and context of your proposal and describe in detail why it's important. It can be melded into your introduction or you can create a separate section to help with the organization and narrative flow of your proposal. Approach writing this section with the thought that you can’t assume your readers will know as much about the research problem as you do. Note that this section is not an essay going over everything you have learned about the topic; instead, you must choose what is most relevant in explaining the aims of your research.

To that end, while there are no prescribed rules for establishing the significance of your proposed study, you should attempt to address some or all of the following:

• State the research problem and give a more detailed explanation about the purpose of the study than what you stated in the introduction. This is particularly important if the problem is complex or multifaceted .
• Present the rationale of your proposed study and clearly indicate why it is worth doing; be sure to answer the "So What? question [i.e., why should anyone care?].
• Describe the major issues or problems examined by your research. This can be in the form of questions to be addressed. Be sure to note how your proposed study builds on previous assumptions about the research problem.
• Explain the methods you plan to use for conducting your research. Clearly identify the key sources you intend to use and explain how they will contribute to your analysis of the topic.
• Describe the boundaries of your proposed research in order to provide a clear focus. Where appropriate, state not only what you plan to study, but what aspects of the research problem will be excluded from the study.
• If necessary, provide definitions of key concepts, theories, or terms.

III.  Literature Review

Connected to the background and significance of your study is a section of your proposal devoted to a more deliberate review and synthesis of prior studies related to the research problem under investigation . The purpose here is to place your project within the larger whole of what is currently being explored, while at the same time, demonstrating to your readers that your work is original and innovative. Think about what questions other researchers have asked, what methodological approaches they have used, and what is your understanding of their findings and, when stated, their recommendations. Also pay attention to any suggestions for further research.

Since a literature review is information dense, it is crucial that this section is intelligently structured to enable a reader to grasp the key arguments underpinning your proposed study in relation to the arguments put forth by other researchers. A good strategy is to break the literature into "conceptual categories" [themes] rather than systematically or chronologically describing groups of materials one at a time. Note that conceptual categories generally reveal themselves after you have read most of the pertinent literature on your topic so adding new categories is an on-going process of discovery as you review more studies. How do you know you've covered the key conceptual categories underlying the research literature? Generally, you can have confidence that all of the significant conceptual categories have been identified if you start to see repetition in the conclusions or recommendations that are being made.

NOTE: Do not shy away from challenging the conclusions made in prior research as a basis for supporting the need for your proposal. Assess what you believe is missing and state how previous research has failed to adequately examine the issue that your study addresses. Highlighting the problematic conclusions strengthens your proposal. For more information on writing literature reviews, GO HERE .

To help frame your proposal's review of prior research, consider the "five C’s" of writing a literature review:

• Cite , so as to keep the primary focus on the literature pertinent to your research problem.
• Compare the various arguments, theories, methodologies, and findings expressed in the literature: what do the authors agree on? Who applies similar approaches to analyzing the research problem?
• Contrast the various arguments, themes, methodologies, approaches, and controversies expressed in the literature: describe what are the major areas of disagreement, controversy, or debate among scholars?
• Critique the literature: Which arguments are more persuasive, and why? Which approaches, findings, and methodologies seem most reliable, valid, or appropriate, and why? Pay attention to the verbs you use to describe what an author says/does [e.g., asserts, demonstrates, argues, etc.].
• Connect the literature to your own area of research and investigation: how does your own work draw upon, depart from, synthesize, or add a new perspective to what has been said in the literature?

IV.  Research Design and Methods

This section must be well-written and logically organized because you are not actually doing the research, yet, your reader must have confidence that you have a plan worth pursuing . The reader will never have a study outcome from which to evaluate whether your methodological choices were the correct ones. Thus, the objective here is to convince the reader that your overall research design and proposed methods of analysis will correctly address the problem and that the methods will provide the means to effectively interpret the potential results. Your design and methods should be unmistakably tied to the specific aims of your study.

Describe the overall research design by building upon and drawing examples from your review of the literature. Consider not only methods that other researchers have used, but methods of data gathering that have not been used but perhaps could be. Be specific about the methodological approaches you plan to undertake to obtain information, the techniques you would use to analyze the data, and the tests of external validity to which you commit yourself [i.e., the trustworthiness by which you can generalize from your study to other people, places, events, and/or periods of time].

When describing the methods you will use, be sure to cover the following:

• Specify the research process you will undertake and the way you will interpret the results obtained in relation to the research problem. Don't just describe what you intend to achieve from applying the methods you choose, but state how you will spend your time while applying these methods [e.g., coding text from interviews to find statements about the need to change school curriculum; running a regression to determine if there is a relationship between campaign advertising on social media sites and election outcomes in Europe ].
• Keep in mind that the methodology is not just a list of tasks; it is a deliberate argument as to why techniques for gathering information add up to the best way to investigate the research problem. This is an important point because the mere listing of tasks to be performed does not demonstrate that, collectively, they effectively address the research problem. Be sure you clearly explain this.
• Anticipate and acknowledge any potential barriers and pitfalls in carrying out your research design and explain how you plan to address them. No method applied to research in the social and behavioral sciences is perfect, so you need to describe where you believe challenges may exist in obtaining data or accessing information. It's always better to acknowledge this than to have it brought up by your professor!

V.  Preliminary Suppositions and Implications

Just because you don't have to actually conduct the study and analyze the results, doesn't mean you can skip talking about the analytical process and potential implications . The purpose of this section is to argue how and in what ways you believe your research will refine, revise, or extend existing knowledge in the subject area under investigation. Depending on the aims and objectives of your study, describe how the anticipated results will impact future scholarly research, theory, practice, forms of interventions, or policy making. Note that such discussions may have either substantive [a potential new policy], theoretical [a potential new understanding], or methodological [a potential new way of analyzing] significance.   When thinking about the potential implications of your study, ask the following questions:

• What might the results mean in regards to challenging the theoretical framework and underlying assumptions that support the study?
• What suggestions for subsequent research could arise from the potential outcomes of the study?
• What will the results mean to practitioners in the natural settings of their workplace, organization, or community?
• Will the results influence programs, methods, and/or forms of intervention?
• How might the results contribute to the solution of social, economic, or other types of problems?
• Will the results influence policy decisions?
• In what way do individuals or groups benefit should your study be pursued?
• What will be improved or changed as a result of the proposed research?
• How will the results of the study be implemented and what innovations or transformative insights could emerge from the process of implementation?

NOTE:   This section should not delve into idle speculation, opinion, or be formulated on the basis of unclear evidence . The purpose is to reflect upon gaps or understudied areas of the current literature and describe how your proposed research contributes to a new understanding of the research problem should the study be implemented as designed.

ANOTHER NOTE : This section is also where you describe any potential limitations to your proposed study. While it is impossible to highlight all potential limitations because the study has yet to be conducted, you still must tell the reader where and in what form impediments may arise and how you plan to address them.

VI.  Conclusion

The conclusion reiterates the importance or significance of your proposal and provides a brief summary of the entire study . This section should be only one or two paragraphs long, emphasizing why the research problem is worth investigating, why your research study is unique, and how it should advance existing knowledge.

Someone reading this section should come away with an understanding of:

• Why the study should be done;
• The specific purpose of the study and the research questions it attempts to answer;
• The decision for why the research design and methods used where chosen over other options;
• The potential implications emerging from your proposed study of the research problem; and
• A sense of how your study fits within the broader scholarship about the research problem.

VII.  Citations

As with any scholarly research paper, you must cite the sources you used . In a standard research proposal, this section can take two forms, so consult with your professor about which one is preferred.

• References -- a list of only the sources you actually used in creating your proposal.
• Bibliography -- a list of everything you used in creating your proposal, along with additional citations to any key sources relevant to understanding the research problem.

In either case, this section should testify to the fact that you did enough preparatory work to ensure the project will complement and not just duplicate the efforts of other researchers. It demonstrates to the reader that you have a thorough understanding of prior research on the topic.

Most proposal formats have you start a new page and use the heading "References" or "Bibliography" centered at the top of the page. Cited works should always use a standard format that follows the writing style advised by the discipline of your course [e.g., education=APA; history=Chicago] or that is preferred by your professor. This section normally does not count towards the total page length of your research proposal.

Develop a Research Proposal: Writing the Proposal. Office of Library Information Services. Baltimore County Public Schools; Heath, M. Teresa Pereira and Caroline Tynan. “Crafting a Research Proposal.” The Marketing Review 10 (Summer 2010): 147-168; Jones, Mark. “Writing a Research Proposal.” In MasterClass in Geography Education: Transforming Teaching and Learning . Graham Butt, editor. (New York: Bloomsbury Academic, 2015), pp. 113-127; Juni, Muhamad Hanafiah. “Writing a Research Proposal.” International Journal of Public Health and Clinical Sciences 1 (September/October 2014): 229-240; Krathwohl, David R. How to Prepare a Dissertation Proposal: Suggestions for Students in Education and the Social and Behavioral Sciences . Syracuse, NY: Syracuse University Press, 2005; Procter, Margaret. The Academic Proposal. The Lab Report. University College Writing Centre. University of Toronto; Punch, Keith and Wayne McGowan. "Developing and Writing a Research Proposal." In From Postgraduate to Social Scientist: A Guide to Key Skills . Nigel Gilbert, ed. (Thousand Oaks, CA: Sage, 2006), 59-81; Wong, Paul T. P. How to Write a Research Proposal. International Network on Personal Meaning. Trinity Western University; Writing Academic Proposals: Conferences , Articles, and Books. The Writing Lab and The OWL. Purdue University; Writing a Research Proposal. University Library. University of Illinois at Urbana-Champaign.

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Research Proposal: A step-by-step guide with template

Making sure your proposal is perfect will drastically improve your chances of landing a successful research position. Follow these steps.

There’s no doubt you have the most cutting-edge research idea to date, backed up by a solid methodology and a credible explanation proving its relevance! There are thousands of research ideas that could change the world with many new ideologies.

The truth is, none of this would matter without support. It can be daunting, challenging, and uncertain to secure funding for a research project. Even more so when it isn’t well-thought-out, outlined, and includes every detail.

An effective solution for presenting your project, or requesting funding, is to provide a research proposal to potential investors or financiers on your behalf.

It’s crucial to understand that making sure your proposal is perfect will drastically improve your chances of landing a successful research position. Your research proposal could result in the failure to study the research problem entirely if it is inadequately constructed or incomplete.

It is for this reason that we have created an excellent guide that covers everything you need to know about writing a research proposal, and includes helpful tips for presenting your proposal professionally and improving its likelihood of acceptance!

What Is a Research Proposal?

Generally, a research proposal is a well-crafted, formal document that provides a thorough explanation of what you plan to investigate. This includes a rationale for why it is worth investigating, as well as a method for investigating it.

Research proposal writing in the contemporary academic environment is a challenging undertaking given the constant shift in research methodology and a commitment to incorporating scientific breakthroughs.

An outline of the plan or roadmap for the study is the proposal, and once the proposal is complete, everything should be smooth sailing. It is still common for post-graduate evaluation panels and funding applications to submit substandard proposals.

By its very nature, the research proposal serves as a tool for convincing the supervisor, committee, or university that the proposed research fits within the scope of the program and is feasible when considering the time and resources available.

A research proposal should convince the person who is going to sanction your research, or put another way, you need to persuade them that your research idea is the best.

Obviously, if it does not convince them that it is reasonable and adequate, you will need to revise and submit it again. As a result, you will lose significant time, causing your research to be delayed or cut short, which is not good.

A good research proposal should have the following structure

A dissertation or thesis research proposal may take on a variety of forms depending on the university, but  most generally a research proposal will include the following elements:

• Titles or title pages that give a description of the research
• Detailed explanation of the proposed research and its background
• Outline of the research project
• An overview of key research studies in the field
• Description the proposed research design (approach)

So, if you include all these elements, you will have a general outline. Let’s take a closer look at how to write them and what to include in each element so that the research proposal is as robust as the idea itself.

A step-by-step guide to writing a research proposal

#1 introduction.

Researchers who wish to obtain grant funding for a project often write a proposal when seeking funding for a research-based postgraduate degree program, or in order to obtain approval for completing a thesis or PhD. Even though this is only a brief introduction, we should be considering it the beginning of an insightful discussion about the significance of a topic that deserves attention.

Your readers should understand what you are trying to accomplish after they read your introduction. Additionally, they should be able to perceive your zeal for the subject matter and a genuine interest in the possible outcome of the research.

As your introduction, consider answering these questions in three to four paragraphs:

• In what way does the study address its primary issue?
• Does that subject matter fall under the domain of that field of study?
• In order to investigate that problem, what method should be used?
• What is the importance of this study?
• How does it impact academia and society overall?
• What are the potential implications of the proposed research for someone reviewing the proposal?

It is not necessary to include an abstract or summary for the introduction to most academic departments and funding sources. Nevertheless, you should confirm your institution’s requirements.

#2 Background and importance

An explanation of the rationale for a research proposal and its significance is provided in this section. It is preferable to separate this part from the introduction so that the narrative flows seamlessly.

This section should be approached by presuming readers are time-pressed but want a general overview of the whole study and the research question.

Please keep in mind that this isn’t an exhaustive essay that contains every detail of your proposed research, rather a concise document that will spark interest in your proposal.

While you should try to take into account the following factors when framing the significance of your proposed study, there are no rigid rules.

• Provide a detailed explanation of the purpose and problem of the study. Multidimensional or interdisciplinary research problems often require this.
• Outline the purpose of your proposed research and describe the advantages of carrying out the study.
• Outline the major issues or problems to be discussed. These might come in the form of questions or comments.
• Be sure to highlight how your research contributes to existing theories that relate to the problem of the study.
• Describe how your study will be conducted, including the source of data and the method of analysis.
• To provide a sense of direction for your study, define the scope of your proposal.
• Defining key concepts or terms, if necessary, is recommended.

The steps to a perfect research proposal all get more specific as we move forward to enhance the concept of the research. In this case, it will become important to make sure that your supervisor or your funder has a clear understanding of every aspect of your research study.

#3 Reviewing prior literature and studies

The aim of this paragraph is to establish the context and significance of your study, including a review of the current literature pertinent to it.

This part aims to properly situate your proposed study within the bigger scheme of things of what is being investigated, while, at the same time, showing the innovation and originality of your proposed work.

When writing a literature review, it is imperative that your format is effective because it often contains extensive information that allows you to demonstrate your main research claims compared to other scholars.

Separating the literature according to major categories or conceptual frameworks is an excellent way to do this. This is a more effective method than listing each study one by one in chronological order.

In order to arrange the review of existing relevant studies in an efficient manner, a literature review is often written using the following five criteria:

• Be sure to cite your previous studies to ensure the focus remains on the research question. For more information, please refer to our guide on how to write a research paper .
• Study the literature’s methods, results, hypotheses, and conclusions. Recognize the authors’ differing perspectives.
• Compare and contrast the various themes, arguments, methodologies, and perspectives discussed in the literature. Explain the most prominent points of disagreement.
• Evaluate the literature. Identify persuasive arguments offered by scholars. Choose the most reliable, valid, and suitable methodologies.
• Consider how the literature relates to your area of research and your topic. Examine whether your proposal for investigation reflects existing literature, deviates from existing literature, synthesizes or adds to it in some way.

#4 Research questions and objectives

The next step is to develop your research objectives once you have determined your research focus.

When your readers read your proposal, what do you want them to learn? Try to write your objectives in one sentence, if you can. Put time and thought into framing them properly.

By setting an objective for your research, you’ll stay on track and avoid getting sidetracked.

Any study proposal should address the following questions irrespective of the topic or problem:

• What are you hoping to accomplish from the study? When describing the study topic and your research question, be concise and to the point.
• What is the purpose of the research? A compelling argument must also be offered to support your choice of topic.
• What research methods will you use? It is essential to outline a clear, logical strategy for completing your study and make sure that it is doable.

Some authors include this section in the introduction, where it is generally placed at the end of the section.

#5 Research Design and Methods

It is important to write this part correctly and organize logically even though you are not starting the research yet.  This must leave readers with a sense of assurance that the topic is worthwhile.

To achieve this, you must convince your reader that your research design and procedures will adequately address the study’s problems. Additionally, it seeks to ensure that the employed methods are capable of interpreting the likely study results efficiently.

You should design your research in a way that is directly related to your objectives.

Exemplifying your study design using examples from your literature review, you are setting up your study design effectively. You should follow other researchers’ good practices.

Pay attention to the methods you will use to collect data, the analyses you will perform, as well as your methods of measuring the validity of your results.

If you describe the methods you will use, make sure you include the following points:

• Develop a plan for conducting your research, as well as how you intend to interpret the findings based on the study’s objectives.
• When describing your objectives with the selected techniques, it is important to also elaborate on your plans.
• This section does not only present a list of events. Once you have chosen the strategy, make sure to explain why it is a good way to analyse your study question. Provide clear explanations.
• Last but not least, plan ahead to overcome any challenges you might encounter during the implementation of your research design.

In the event that you closely follow the best practices outlined in relevant studies as well as justify your selection, you will be prepared to address any questions or concerns you may encounter.

We have an amazing article that will give you everything you need to know about research design .

#6 Knowledge Contribution and Relevance

In this section, you describe your theory about how your study will contribute to, expand, or alter knowledge about the topic of your study.

You should discuss the implications of your research on future studies, applications, concepts, decisions, and procedures. It is common to address the study findings from a conceptual, analytical, or scientific perspective.

If you are framing your proposal of research, these guide questions may help you:

• How could the results be interpreted in the context of contesting the premises of the study?
• Could the expected study results lead to proposals for further research?
• Is your proposed research going to benefit people in any way?
• Is the outcome going to affect individuals in their work setting?
• In what ways will the suggested study impact or enhance the quality of life?
• Are the study’s results going to have an impact on intervention forms, techniques, or policies?
• What potential commercial, societal, or other benefits could be derived from the outcomes?
• Policy decisions will be influenced by the outcomes?
• Upon implementation, could they bring about new insights or breakthroughs?

Throughout this section, you will identify unsolved questions or research gaps in the existing literature. If the study is conducted as proposed, it is important to indicate how the research will be instrumental in understanding the nature of the research problem.

#7 Adherence to the Ethical Principles

In terms of scientific writing style, no particular style is generally acknowledged as more or less effective. The purpose is simply to provide relevant content that is formatted in a standardized way to enhance communication.

There are a variety of publication styles among different scholarly disciplines. It is therefore essential to follow the protocol according to the institution or organization that you are targeting.

All scholarly research and writing is, however, guided by codes of ethical conduct. The purpose of ethical guidelines, if they are followed, is to accomplish three things:

1) Preserve intellectual property right;

2) Ensure the rights and welfare of research participants;

3) Maintain the accuracy of scientific knowledge.

Scholars and writers who follow these ideals adhere to long-standing standards within their professional groups.

An additional ethical principle of the APA stresses the importance of maintaining scientific validity. An observation is at the heart of the standard scientific method, and it is verifiable and repeatable by others.

It is expected that scholars will not falsify or fabricate data in research writing. Researchers must also refrain from altering their studies’ outcomes to support a particular theory or to exclude inconclusive data from their report in an effort to create a convincing one.

#8 The budget

The need for detailed budgetary planning is not required by all universities when studying historical material or academic literature, though some do require it. In the case of a research grant application, you will likely have to include a comprehensive budget that breaks down the costs of each major component.

Ensure that the funding program or organization will cover the required costs, and include only the necessary items. For each of the items, you should include the following.

• To complete the study in its entirety, how much money would you require?
• Discuss the rationale for such a budget item for the purpose of completing research.
• The source of the amount – describe how it was determined.

When doing a study, you cannot buy ingredients the way you normally would. With so many items not having a price tag, how can you make a budget? Take the following into consideration:

• Does your project require access to any software programs or solutions? Do you need to install or train a technology tool?
• How much time will you be spending on your research study? Are you required to take time off from work to do your research?
• Are you going to need to travel to certain locations to meet with respondents or to collect data? At what cost?
• Will you be seeking research assistants for the study you propose? In what capacity and for what compensation? What other aspects are you planning to outsource?

It is possible to calculate a budget while also being able to estimate how much more money you will need in the event of an emergency.

#9 Timeline

A realistic and concise research schedule is also important to keep in mind. You should be able to finish your plan of study within the allotted time period, such as your degree program or the academic calendar.

You should include a timeline that includes a series of objectives you must complete to meet all the requirements for your scholarly research. The process starts with preliminary research and ends with final editing. A completion date for every step is required.

In addition, one should state the development that has been made. It is also recommended to include other relevant research events, for instance paper or poster presentations . In addition, a researcher must update the timeline regularly, as necessary, since this is not a static document.

#10 A Concluding Statement

Presenting a few of the anticipated results of your research proposal is an effective way to conclude your proposal.

The final stage of the process requires you to reveal the conclusion and rationale you anticipate reaching. Considering the research you have done so far, your reader knows that these are anticipated results, which are likely to evolve once the whole study is completed.

In any case, you must let the supervisors or sponsors know what implications may be drawn. It will be easier for them to assess the reliability and relevance of your research.

It will also demonstrate your meticulousness since you will have anticipated and taken into consideration the potential consequences of your research.

The Appendix section is required by some funding sources and academic institutions. This is extra information that is not in the main argument of the proposal, but appears to enhance the points made.

For example, data in the form of tables, consent forms, clinical/research guidelines, and procedures for data collection may be included in this document.

Research Proposal Template

Now that you know all about each element that composes an ideal research proposal, here is an extra help: a ready to use research proposal example. Just hit the button below, make a copy of the document and start working!

Avoid these common mistakes

In an era when rejection rates for prestigious journals can reach as high as 90 percent, you must avoid the following common mistakes when submitting a proposal:

• Proposals that are too long. Stay to the point when you write research proposals. Make your document concise and specific. Be sure not to diverge into off-topic discussions.
• Taking up too much research time. Many students struggle to delineate the context of their studies, regardless of the topic, time, or location. In order to explain the methodology of the study clearly to the reader, the proposal must clearly state what the study will focus on.
• Leaving out significant works from a literature review. Though everything in the proposal should be kept at a minimum, key research studies must need to be included. To understand the scope and growth of the issue, proposals should be based on significant studies.
• Major topics are too rarely discussed, and too much attention is paid to minor details. To persuasively argue for a study, a proposal should focus on just a few key research questions. Minor details should be noted, but should not overshadow the thesis.
• The proposal does not have a compelling and well-supported argument. To prove that a study should be approved or funded, the research proposal must outline its purpose.
• A typographical error, bad grammar or sloppy writing style. Even though a research proposal outlines a part of a larger project, it must conform to academic writing standards and guidelines.

A final note

We have come to the end of our research proposal guide. We really hope that you have found all the information you need. Wishing you success with the research study.

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Home » How To Write A Research Proposal – Step-by-Step [Template]

How To Write A Research Proposal – Step-by-Step [Template]

Table of Contents

How To Write a Research Proposal

Writing a Research proposal involves several steps to ensure a well-structured and comprehensive document. Here is an explanation of each step:

1. Title and Abstract

• Choose a concise and descriptive title that reflects the essence of your research.
• Write an abstract summarizing your research question, objectives, methodology, and expected outcomes. It should provide a brief overview of your proposal.

2. Introduction:

• Provide an introduction to your research topic, highlighting its significance and relevance.
• Clearly state the research problem or question you aim to address.
• Discuss the background and context of the study, including previous research in the field.

3. Research Objectives

• Outline the specific objectives or aims of your research. These objectives should be clear, achievable, and aligned with the research problem.

4. Literature Review:

• Conduct a comprehensive review of relevant literature and studies related to your research topic.
• Summarize key findings, identify gaps, and highlight how your research will contribute to the existing knowledge.

5. Methodology:

• Describe the research design and methodology you plan to employ to address your research objectives.
• Explain the data collection methods, instruments, and analysis techniques you will use.
• Justify why the chosen methods are appropriate and suitable for your research.

6. Timeline:

• Create a timeline or schedule that outlines the major milestones and activities of your research project.
• Break down the research process into smaller tasks and estimate the time required for each task.

7. Resources:

• Identify the resources needed for your research, such as access to specific databases, equipment, or funding.
• Explain how you will acquire or utilize these resources to carry out your research effectively.

8. Ethical Considerations:

• Discuss any ethical issues that may arise during your research and explain how you plan to address them.
• If your research involves human subjects, explain how you will ensure their informed consent and privacy.

9. Expected Outcomes and Significance:

• Clearly state the expected outcomes or results of your research.
• Highlight the potential impact and significance of your research in advancing knowledge or addressing practical issues.

10. References:

• Provide a list of all the references cited in your proposal, following a consistent citation style (e.g., APA, MLA).

11. Appendices:

• Include any additional supporting materials, such as survey questionnaires, interview guides, or data analysis plans.

Research Proposal Format

The format of a research proposal may vary depending on the specific requirements of the institution or funding agency. However, the following is a commonly used format for a research proposal:

1. Title Page:

• Include the title of your research proposal, your name, your affiliation or institution, and the date.

2. Abstract:

• Provide a brief summary of your research proposal, highlighting the research problem, objectives, methodology, and expected outcomes.

3. Introduction:

• Introduce the research topic and provide background information.
• State the research problem or question you aim to address.
• Explain the significance and relevance of the research.
• Review relevant literature and studies related to your research topic.
• Summarize key findings and identify gaps in the existing knowledge.
• Explain how your research will contribute to filling those gaps.

5. Research Objectives:

• Clearly state the specific objectives or aims of your research.
• Ensure that the objectives are clear, focused, and aligned with the research problem.

6. Methodology:

• Describe the research design and methodology you plan to use.
• Explain the data collection methods, instruments, and analysis techniques.
• Justify why the chosen methods are appropriate for your research.

7. Timeline:

8. Resources:

• Explain how you will acquire or utilize these resources effectively.

9. Ethical Considerations:

• If applicable, explain how you will ensure informed consent and protect the privacy of research participants.

10. Expected Outcomes and Significance:

11. References:

12. Appendices:

Research Proposal Template

Here’s a template for a research proposal:

1. Introduction:

2. Literature Review:

3. Research Objectives:

4. Methodology:

5. Timeline:

6. Resources:

7. Ethical Considerations:

8. Expected Outcomes and Significance:

9. References:

10. Appendices:

Research Proposal Sample

Title: The Impact of Online Education on Student Learning Outcomes: A Comparative Study

1. Introduction

Online education has gained significant prominence in recent years, especially due to the COVID-19 pandemic. This research proposal aims to investigate the impact of online education on student learning outcomes by comparing them with traditional face-to-face instruction. The study will explore various aspects of online education, such as instructional methods, student engagement, and academic performance, to provide insights into the effectiveness of online learning.

2. Objectives

The main objectives of this research are as follows:

• To compare student learning outcomes between online and traditional face-to-face education.
• To examine the factors influencing student engagement in online learning environments.
• To assess the effectiveness of different instructional methods employed in online education.
• To identify challenges and opportunities associated with online education and suggest recommendations for improvement.

3. Methodology

3.1 Study Design

This research will utilize a mixed-methods approach to gather both quantitative and qualitative data. The study will include the following components:

3.2 Participants

The research will involve undergraduate students from two universities, one offering online education and the other providing face-to-face instruction. A total of 500 students (250 from each university) will be selected randomly to participate in the study.

3.3 Data Collection

The research will employ the following data collection methods:

• Quantitative: Pre- and post-assessments will be conducted to measure students’ learning outcomes. Data on student demographics and academic performance will also be collected from university records.
• Qualitative: Focus group discussions and individual interviews will be conducted with students to gather their perceptions and experiences regarding online education.

3.4 Data Analysis

Quantitative data will be analyzed using statistical software, employing descriptive statistics, t-tests, and regression analysis. Qualitative data will be transcribed, coded, and analyzed thematically to identify recurring patterns and themes.

4. Ethical Considerations

The study will adhere to ethical guidelines, ensuring the privacy and confidentiality of participants. Informed consent will be obtained, and participants will have the right to withdraw from the study at any time.

5. Significance and Expected Outcomes

This research will contribute to the existing literature by providing empirical evidence on the impact of online education on student learning outcomes. The findings will help educational institutions and policymakers make informed decisions about incorporating online learning methods and improving the quality of online education. Moreover, the study will identify potential challenges and opportunities related to online education and offer recommendations for enhancing student engagement and overall learning outcomes.

6. Timeline

The proposed research will be conducted over a period of 12 months, including data collection, analysis, and report writing.

The estimated budget for this research includes expenses related to data collection, software licenses, participant compensation, and research assistance. A detailed budget breakdown will be provided in the final research plan.

8. Conclusion

This research proposal aims to investigate the impact of online education on student learning outcomes through a comparative study with traditional face-to-face instruction. By exploring various dimensions of online education, this research will provide valuable insights into the effectiveness and challenges associated with online learning. The findings will contribute to the ongoing discourse on educational practices and help shape future strategies for maximizing student learning outcomes in online education settings.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Designing and Proposing Your Research Project

Available formats, also available from.

• Table of contents
• Contributor bios
• Reviews and awards
• Book details
• Supplemental Resources

Designing your own study and writing your research proposal takes time, often more so than conducting the study. This practical, accessible guide walks you through the entire process.

You will learn to identify and narrow your research topic, develop your research question, design your study, and choose appropriate sampling and measurement strategies.

The figures, tables, and exhibits offer a wealth of relatable examples, and students can use the many activities and worksheets to explore and apply concepts, as individuals or in groups.

This book is part of APA's Concise Guides to Conducting Behavioral, Health, and Social Science Research series. Aimed at undergraduate students in research methods courses or others with a lab or research project, each book describes a key stage in the research process. Collectively, these books provide a solid grounding in research from start to finish.

Series Foreword

• Introduction
• Choosing Your Research Question and Hypotheses
• Choosing Your Study's Purpose
• Choosing Whether to Use a Qualitative, Quantitative, or Mixed-Methods Approach
• Understanding Terms for Quantitative Studies: Concepts, Constructs, and Variables
• Choosing Your Design
• Choosing Your Sample
• Planning Your Measurement Strategy for Collecting Data
• Establishing Validity for Quantitative Studies
• Establishing Validity for Qualitative Studies

About the Authors

About the Series Editor

Jennifer Brown Urban, PhD, is a professor in the Department of Family Science and Human Development at Montclair State University, where she also directs the Research on Evaluation and Developmental Systems Science lab.

She is trained as a developmental scientist with specific expertise in youth development and program evaluation. Her scholarship is encapsulated under the umbrella of systems science, including both theoretical approaches and methodologies.

Dr. Urban's most recent research focuses on character development and innovative approaches to program evaluation and planning. She is currently principal investigator on several grant-funded projects. The goals of this work are to build the capacity of youth program practitioners and evaluators to engage in high-quality evaluation of character development programs, to determine the key features of character development programs that promote positive youth development, and to advance the application of character science in multiple contexts to enhance human flourishing across the lifespan.

She uses mixed-method approaches in her own research and has mentored many undergraduate and graduate students in designing and executing applied research projects.

Bradley Matheus van Eeden-Moorefield, PhD, is an associate professor in the Department of Family Science and Human Development at Montclair State University and director of the PhD program.

His research includes a strong social justice commitment to understanding and strengthening marginalized families, with his most recent work focused on stepfamilies headed by same-sex couples. Much of this research focuses on identifying how factors in the social world (e.g., stigma, stereotypes, policy) influence everyday family life and how each influence various indicators of individual (e.g., depression, happiness) and family well-being (stability).

Dr. van Eeden-Moorefield uses various qualitative and quantitative methodologies and has particular expertise in Internet-based methodologies.

He has provided training to various family and childcare practitioners and uses his previous clinical experiences to translate research into practice and practice into research.

The chapters are organized around the choices students need to make, rather than the types of research and issues specific to each type — an important distinguishing feature that sets this book apart from other research methods text…. In the current environment of increasing interdisciplinarity, this text is very useful to students who find themselves coming to social science research from other disciplines, or to students in need of clear guidelines who do not have the time to complete another entire research methods course. — Choice

Urban and van Eeden-Moorefield take the often daunting topic of research methods and make it — dare I say — fun and engaging. Through personal stories and good humor, they demystify the research process and find ways to connect research to everyday life and experiences. This book should be a required supplementary text for every introductory research methods course. —William M. Trochim, PhD Professor, Cornell University, Ithaca, NY

The authors use vivid and engaging examples and masterfully crafted exhibits to create an irresistible proposition to students: "You can do excellent research and enjoy doing it!" They creatively help readers understand and make the choices involved in exemplary research. This book is an invaluable asset for students in psychology and in the social and behavioral sciences more generally. —Richard M. Lerner, PhD Bergstrom Chair in Applied Developmental Science and Director, Institute for Applied Research in Youth Development, Tufts University, Medford, MA

This book will help beginning researchers identify a meaningful and testable research question as well as deal with basic choices in designing their study. The accessible text and a host of tables guide readers through key issues in designing and proposing a research project. —Melvin M. Mark, PhD Professor and Head of Psychology, The Pennsylvania State University, University Park

Welcome to the supplemental resources for Designing and Proposing Your Research Project . The links below provide copies of many of the worksheets seen throughout the text for ease of use.

We also have included several features referred to, but not discussed at length, in the text. These include handouts on ethics, mixed-methods designs, writing integrated literature reviews, and an example research proposal format.

We hope you find these extra features useful. Good luck!

• Anatomy of a Research Article and Comparison of Qualitative and Quantitative Approaches to Research (PDF: 35KB)
• Research Design and Ethics (PDF: 18KB)
• Integrated Literature Review, Research Question-Hypothesis (PDF: 9KB)
• Mixed Methods Approaches (PDF: 32KB)
• Research Proposal Format Example (PDF: 9KB)
• Worksheet: Planning for Trustworthiness in My Study (PDF: 7KB)
• Worksheet: Planning and Tracking Validity in My Study (PDF: 28KB)

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What (Exactly) Is A Research Proposal?

A simple explainer with examples + free template.

By: Derek Jansen (MBA) | Reviewed By: Dr Eunice Rautenbach | June 2020 (Updated April 2023)

Whether you’re nearing the end of your degree and your dissertation is on the horizon, or you’re planning to apply for a PhD program, chances are you’ll need to craft a convincing research proposal . If you’re on this page, you’re probably unsure exactly what the research proposal is all about. Well, you’ve come to the right place.

Overview: Research Proposal Basics

• What a research proposal is
• What a research proposal needs to cover
• How to structure your research proposal
• Example /sample proposals
• Proposal writing FAQs
• Key takeaways & additional resources

What is a research proposal?

Simply put, a research proposal is a structured, formal document that explains what you plan to research (your research topic), why it’s worth researching (your justification), and how  you plan to investigate it (your methodology). 

The purpose of the research proposal (its job, so to speak) is to convince  your research supervisor, committee or university that your research is  suitable  (for the requirements of the degree program) and  manageable  (given the time and resource constraints you will face). 

The most important word here is “ convince ” – in other words, your research proposal needs to  sell  your research idea (to whoever is going to approve it). If it doesn’t convince them (of its suitability and manageability), you’ll need to revise and resubmit . This will cost you valuable time, which will either delay the start of your research or eat into its time allowance (which is bad news). 

What goes into a research proposal?

A good dissertation or thesis proposal needs to cover the “ what “, “ why ” and” how ” of the proposed study. Let’s look at each of these attributes in a little more detail:

Your proposal needs to clearly articulate your research topic . This needs to be specific and unambiguous . Your research topic should make it clear exactly what you plan to research and in what context. Here’s an example of a well-articulated research topic:

An investigation into the factors which impact female Generation Y consumer’s likelihood to promote a specific makeup brand to their peers: a British context

As you can see, this topic is extremely clear. From this one line we can see exactly:

• What’s being investigated – factors that make people promote or advocate for a brand of a specific makeup brand
• Who it involves – female Gen-Y consumers
• In what context – the United Kingdom

So, make sure that your research proposal provides a detailed explanation of your research topic . If possible, also briefly outline your research aims and objectives , and perhaps even your research questions (although in some cases you’ll only develop these at a later stage). Needless to say, don’t start writing your proposal until you have a clear topic in mind , or you’ll end up waffling and your research proposal will suffer as a result of this.

Need a helping hand?

As we touched on earlier, it’s not good enough to simply propose a research topic – you need to justify why your topic is original . In other words, what makes it  unique ? What gap in the current literature does it fill? If it’s simply a rehash of the existing research, it’s probably not going to get approval – it needs to be fresh.

But,  originality  alone is not enough. Once you’ve ticked that box, you also need to justify why your proposed topic is  important . In other words, what value will it add to the world if you achieve your research aims?

As an example, let’s look at the sample research topic we mentioned earlier (factors impacting brand advocacy). In this case, if the research could uncover relevant factors, these findings would be very useful to marketers in the cosmetics industry, and would, therefore, have commercial value . That is a clear justification for the research.

So, when you’re crafting your research proposal, remember that it’s not enough for a topic to simply be unique. It needs to be useful and value-creating – and you need to convey that value in your proposal. If you’re struggling to find a research topic that makes the cut, watch  our video covering how to find a research topic .

It’s all good and well to have a great topic that’s original and valuable, but you’re not going to convince anyone to approve it without discussing the practicalities – in other words:

• How will you actually undertake your research (i.e., your methodology)?
• Is your research methodology appropriate given your research aims?
• Is your approach manageable given your constraints (time, money, etc.)?

While it’s generally not expected that you’ll have a fully fleshed-out methodology at the proposal stage, you’ll likely still need to provide a high-level overview of your research methodology . Here are some important questions you’ll need to address in your research proposal:

• Will you take a qualitative , quantitative or mixed -method approach?
• What sampling strategy will you adopt?
• How will you collect your data (e.g., interviews , surveys, etc)?
• How will you analyse your data (e.g., descriptive and inferential statistics , content analysis, discourse analysis, etc, .)?
• What potential limitations will your methodology carry?

So, be sure to give some thought to the practicalities of your research and have at least a basic methodological plan before you start writing up your proposal. If this all sounds rather intimidating, the video below provides a good introduction to research methodology and the key choices you’ll need to make.

How To Structure A Research Proposal

Now that we’ve covered the key points that need to be addressed in a proposal, you may be wondering, “ But how is a research proposal structured? “.

While the exact structure and format required for a research proposal differs from university to university, there are four “essential ingredients” that commonly make up the structure of a research proposal:

• A rich introduction and background to the proposed research
• An initial literature review covering the existing research
• An overview of the proposed research methodology
• A discussion regarding the practicalities (project plans, timelines, etc.)

In the video below, we unpack each of these four sections, step by step.

Research Proposal Examples/Samples

In the video below, we provide a detailed walkthrough of two successful research proposals (Master’s and PhD-level), as well as our popular free proposal template.

Proposal Writing FAQs

How long should a research proposal be.

This varies tremendously, depending on the university, the field of study (e.g., social sciences vs natural sciences), and the level of the degree (e.g. undergraduate, Masters or PhD) – so it’s always best to check with your university what their specific requirements are before you start planning your proposal.

As a rough guide, a formal research proposal at Masters-level often ranges between 2000-3000 words, while a PhD-level proposal can be far more detailed, ranging from 5000-8000 words. In some cases, a rough outline of the topic is all that’s needed, while in other cases, universities expect a very detailed proposal that essentially forms the first three chapters of the dissertation or thesis.

The takeaway – be sure to check with your institution before you start writing.

How do I choose a topic for my research proposal?

Finding a good research topic is a process that involves multiple steps. We cover the topic ideation process in this video post.

How do I write a literature review for my proposal?

While you typically won’t need a comprehensive literature review at the proposal stage, you still need to demonstrate that you’re familiar with the key literature and are able to synthesise it. We explain the literature review process here.

How do I create a timeline and budget for my proposal?

We explain how to craft a project plan/timeline and budget in Research Proposal Bootcamp .

Which referencing format should I use in my research proposal?

The expectations and requirements regarding formatting and referencing vary from institution to institution. Therefore, you’ll need to check this information with your university.

What common proposal writing mistakes do I need to look out for?

We’ve create a video post about some of the most common mistakes students make when writing a proposal – you can access that here . If you’re short on time, here’s a quick summary:

• The research topic is too broad (or just poorly articulated).
• The research aims, objectives and questions don’t align.
• The research topic is not well justified.
• The study has a weak theoretical foundation.
• The research design is not well articulated well enough.
• Poor writing and sloppy presentation.
• Poor project planning and risk management.
• Not following the university’s specific criteria.

Key Takeaways & Additional Resources

As you write up your research proposal, remember the all-important core purpose:  to convince . Your research proposal needs to sell your study in terms of suitability and viability. So, focus on crafting a convincing narrative to ensure a strong proposal.

At the same time, pay close attention to your university’s requirements. While we’ve covered the essentials here, every institution has its own set of expectations and it’s essential that you follow these to maximise your chances of approval.

By the way, we’ve got plenty more resources to help you fast-track your research proposal. Here are some of our most popular resources to get you started:

• Proposal Writing 101 : A Introductory Webinar
• Research Proposal Bootcamp : The Ultimate Online Course
• Template : A basic template to help you craft your proposal

If you’re looking for 1-on-1 support with your research proposal, be sure to check out our private coaching service , where we hold your hand through the proposal development process (and the entire research journey), step by step.

Psst… there’s more!

This post is an extract from our bestselling short course, Research Proposal Bootcamp . If you want to work smart, you don't want to miss this .

52 Comments

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Bundle of thanks to you for the research proposal guide it was really good and useful if it is possible please send me the sample of research proposal

You’re most welcome. We don’t have any research proposals that we can share (the students own the intellectual property), but you might find our research proposal template useful: https://gradcoach.com/research-proposal-template/

Cheruiyot Moses Kipyegon

Thanks alot. It was an eye opener that came timely enough before my imminent proposal defense. Thanks, again

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Thank you. This is a great insight. I am a student preparing for a PhD program. I am requested to write my Research Proposal as part of what I am required to submit before my unconditional admission. I am grateful having listened to this video which will go a long way in helping me to actually choose a topic of interest and not just any topic as well as to narrow down the topic and be specific about it. I indeed need more of this especially as am trying to choose a topic suitable for a DBA am about embarking on. Thank you once more. The video is indeed helpful.

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Hi. For my MSc medical education research, please evaluate this topic for me: Training Needs Assessment of Faculty in Medical Training Institutions in Kericho and Bomet Counties

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8 Research Proposal Examples & Template to Use

Written by: Raja Mandal

So you have a groundbreaking research idea you've spent months or even years developing, and now you're ready to take the next step.

How do you get funding for your research, and how should you approach potential funders? The answer is to create a convincing research proposal.

Unfortunately, most research proposals often get rejected. According to the European Research Council, the success rate for repeat proposal applications was only 14.8% in 2023 .

Pitching a novel research concept isn’t enough. To increase your chances of securing funding, your research proposal must check the right boxes in terms of clarity, feasibility, aesthetic appeal and other factors.

If you’re looking for inspiration to create a persuasive and feasible proposal, you’re in the right place. In this article, we have compiled a list of research proposal examples to help you create yours.

These examples will help you understand how to organize your proposal, what information to include and how to present it in a way that encourages others to support your project.

Let's dive in!

Table of Contents

What is a research proposal, what to include in a research proposal, 8 research proposal examples & templates, research proposal faqs.

• A research proposal is a document that outlines your proposed research project, explaining what you plan to study, why it's important and how you will conduct your research.
• A well-structured research proposal includes a title page, abstract and table of contents, introduction, literature review, research design and methodology, contribution to knowledge, research schedule, timeline and budget.
• Visme's research proposal examples and templates offer a great starting point for creating engaging and well-structured proposals.
• Choose a template from Visme's research proposal examples and customize it to fit your needs.
• With Visme’s proposal maker , you can create a research proposal that stands out. Access a drag-and-drop editor and advanced features like AI tools , collaboration features, brand wizard and more.

A research proposal is a structured document that outlines the core idea of your research, the methods you intend to use, the required resources and the expected results.

Think of it as a sales pitch for your research. It answers some big questions: What are you planning to explore? Why is it important to conduct the research? What are your research objectives and the methods you’ll use to achieve them? What are the potential outcomes or contributions of this research to the field?

A research proposal serves two primary purposes. First, it convinces funding bodies or academic committees to support your research project expected to bring new ideas and insights. Second, it provides a roadmap for your research journey, helping you stay focused, organized and on track.

Now, we'll discuss what to include in a research proposal. You'll learn about the important parts of a research proposal template and how they help present your research idea clearly.

Here’s an infographic that you can use to understand the elements of a research proposal quickly.

1. Title Page

Start your research proposal with a title page that clearly states your research. The title page is like a book cover, giving the first impression of your project. Therefore, you must ensure the design is engaging enough to attract your audience at first glance.

Include the following details on your title page:

• Title of your research
• Contact Details
• Name of the department or organization
• Date of submission

2. Abstract and Table of Contents

After the title page comes the abstract and the table of contents.

The abstract is a concise summary of your project that briefly outlines your research question, the reasons behind the study and the methods you intend to use. It is a quick way for readers to understand your proposal without reading the entire document.

The table of contents is a detailed list of the sections and subsections in your proposal, with page numbers. It helps readers navigate through your document and quickly locate different parts they're interested in.

3. Introduction

The introduction of your research proposal sets the tone for the rest of the document. It should grab the reader's attention and make them want to learn more. It's your chance to make a strong case for why your research is worth investigating and how it can fill a gap in current knowledge or solve a specific problem.

Make sure that your introduction covers the following:

• Background Information: Set the stage with a brief snapshot of existing research and why your topic is relevant.
• Research Problem: Identify the specific problem or knowledge gap that your study will address.
• Research Questions or Hypotheses: Present the central question or hypothesis that guides your research focus.
• Aims and Objectives: Outline your research's main goal and the steps you'll take to achieve it.
• Significance and Contribution: Explain how your research will add value to the field and what impact it could have.

4. Literature Review

A literature review is a list of the scholarly works you used to conduct your research. It helps you demonstrate your current knowledge about the topic.

Here's how this part works:

• Summary of Sources: Talk about the main ideas or findings from your research materials and explain how they connect to your research questions.
• Finding Gaps: Show where the current research falls short or doesn't give the full picture—this is where your research comes in!
• Key Theories: Tell the readers about any theories or ways of thinking that help shape your research.
• Learning from Methods: Discuss what previous researchers worked on and how their methods might guide your research.
• Recognizing Authors and Studies: Honor the pioneers whose work has had a major influence on your topic.

5. Research Design and Methodology

This section outlines your plan for answering your research question. It explains how you intend to gather and analyze information, providing a clear roadmap of the investigation process.

Here are the key components:

Population and Sample

Describe the entire group you're interested in (the population). This could be all teachers in a specific state or all social media platform users. After that, you will need to explain how you will choose a smaller group, known as a sample, to study directly. This sample should be selected to accurately represent the larger population you are interested in studying.

To choose the right sampling method, you need to assess your population properly. For instance, to obtain general insights, you can use random sampling to select individuals without bias. If the population consists of different categories, such as professionals and students, you can use stratified sampling to ensure that each category is represented in the sample.

Other popular sampling methods include systematic, convenience, purposive, cluster, and probability sampling techniques.

Research Approach

There are three main approaches for the research: qualitative (focusing on experiences and themes), quantitative (using numbers and statistics), or mixed methods (combining both). Your choice will depend on your research question and the kind of data you need.

Data Collection

This section details the specific methods you'll use to gather information. Will you distribute surveys online or in person? Conduct interviews? Perhaps you'll use existing data sets. Here, you'll also explain how you'll ensure the data collection process is reliable and ethical.

Data Analysis

Once you have collected your data, the next step is to analyze it to obtain meaningful insights. The method you choose depends on the available data type.

If you have quantitative data, you can employ statistical tests to analyze it. And if you're dealing with qualitative data, coding techniques can help you spot patterns and themes in your collected data.

6. Contribution to Knowledge

In this section, you need to explain how your research will contribute to the existing knowledge in your field. You should describe whether your study will fill a knowledge gap, challenge conventional ideas or beliefs or offer a fresh perspective on a topic.

Clearly outline how your work will advance your field of study and why this new knowledge is essential.

7. Research Schedule and Timeline

Create a timeline with important milestones, such as finishing your literature review, completing data collection and finalizing your analysis.

This shows that you've carefully considered the scope of your project and can manage your time effectively. Furthermore, account for possible delays and be prepared to adapt your schedule accordingly.

To create this timeline, consider using a visual tool like a Gantt chart or a simple spreadsheet. These tools will help you organize individual tasks, assign deadlines, and visualize the project's overall progress.

Choose a Gantt chart template from Visme's library and customize it to create your timeline quickly. Here's an example template:

The budget section is your opportunity to show them that you've carefully considered all necessary expenses and that your funding request is justified.

Here's how you can approach this part:

• Understand the Rules: Before making calculations, thoroughly review the funding agency's guidelines. Pay attention to what types of expenses are allowed or excluded and whether there are any budget caps.
• Personnel: Salaries and benefits for yourself, research assistants, or collaborators.
• Equipment: Specialized tools, software, or lab supplies.
• Travel: Transportation, lodging and meals if data collection requires travel.
• Dissemination: Costs for publishing results or presenting at conferences.
• Provide Justifications: Don't just list a cost. Briefly explain why each expense is crucial for completing your research.
• Be Thorough and Realistic: Research prices for specific items using quotes or online comparisons. Don't underestimate expenses, as this can raise troubles about the project's feasibility.
• Don't Forget Contingencies: Include a small buffer (around 5% of your total budget) for unexpected costs that might arise.

Using these research proposal examples and templates, you can create a winning proposal in no time. You will find templates for various topics and customize every aspect of them to make them your own.

Visme’s drag-and-drop editor, advanced features and a vast library of templates help organizations and individuals worldwide create engaging documents.

Here’s what a research student who uses Visme to create award-winning presentations has to say about the tool:

Chantelle Clarke

Research Student

Now, let’s dive into the research proposal examples.

1. Research Proposal Presentation Template

This research proposal presentation template is a powerful tool for presenting your research plan to stakeholders. The slides include specific sections to help you outline your research, including the research background, questions, objectives, methodology and expected results.

The slides create a coherent narrative, highlighting the importance and significance of your research. Overall, the template has a calming and professional blue color scheme with text that enables your audience to grasp the key points.

If you need help creating your presentation slides in a fraction of the time, check out Visme's AI presentation maker . Enter your requirements using text prompts, and the AI tool will generate a complete presentation with engaging visuals, text and clear structure. You can further customize the template completely to your needs.

2. Sales Research Proposal Template

Sales research gives you a deeper understanding of their target audience. It also helps you identify gaps in the market and develop effective sales strategies that drive revenue growth. With this research proposal template, you can secure funding for your next research project.

It features a sleek and professional grayscale color palette with a classic and modern vibe. The high-quality images in the template are strategically placed to reinforce the message without overwhelming the reader. Furthermore, the template includes a vertical bar graph that effectively represents budget allocations, enabling the reader to quickly grasp the information.

Use Visme's interactive elements and animations to add a dynamic layer to your research proposals. You can animate any object and add pop-ups or link pages for a more immersive experience. Use these functionalities to highlight key findings, demonstrate trends or guide readers through your proposal, making the content engaging and interactive.

3. General Funding Research Proposal Template

This proposal template is a great tool for securing funding for any type of research project. It begins with a captivating title page that grabs attention. The beautiful design elements and vector icons enhance the aesthetic and aid visual communication.

This template revolves around how a specific user group adopts cryptocurrencies like Bitcoin and Ethereum. The goal is to assess awareness, gauge interest and understand key factors affecting cryptocurrency adoption.

The project methodology includes survey design, data collection, and market research. The expected impact is to enhance customer engagement and position the company as a customer-centric brand.

Do you need additional help crafting the perfect text for your proposal? Visme's AI writer can quickly generate content outlines, summaries and even entire sections. Just explain your requirements to the tool using a text prompt, and the tool will generate it for you.

4. Product Research Proposal Template

Creating a product that delights users begins with detailed product research. With this modern proposal template, you can secure buy-in and funding for your next research.

It starts with a background that explains why the research is important. Next, it highlights what the research is set to achieve, how the research will be conducted, how much it will cost, the timeline and the expected outcomes. With a striking color scheme combining black, yellow, and gray, the template grabs attention and maintains it until the last page.

What we love about this template is the smart use of visuals. You'll find a flowchart explaining the methodology, a bar graph for the budget, and a timeline for the project. But that’s just the tip of the iceberg regarding the visual elements you’ll find in Visme.

Visme offers data visualization tools with 30+ data widgets, such as radial gauges, population arrays, progress bars and more. These tools can help you turn complex data into engaging visuals for your research proposal or any other document.

For larger data sets, you can choose from 20+ types of charts and graphs , including bar graphs , bubble charts , Venn diagrams and more.

5. Tech Research Proposal Template

If you’re a tech researcher, we’ve got the perfect template for you. This research proposal example is about predictive analytics in e-commerce. However, you can customize it for any other type of research proposal.

It highlights the project's objectives, including the effectiveness of predictive analysis, the impact of product recommendations and supply chain optimization. The methods proposed for achieving these objectives involve A/B testing and data analysis, a comprehensive budget and a 12-month timeline for clear project planning.

The title page has a unique triptych-style layout that immediately catches the reader's attention. It has plenty of white space that enhances readability, allowing your audience to focus on the critical points.

Submitting to different funding agencies? You don’t have to manually make changes to your document. Visme's dynamic fields can help save time and eliminate repetitive data entry.

Create custom fields like project names, addresses, contact information and more. Any changes made to these fields will automatically populate throughout the document.

6. Marketing Research Proposal Template

Artificial intelligence (AI) is taking the world by storm and the marketing niche isn’t left out. With this eye-catching template, you can attract attention to your proposed marketing research project for an AI-driven platform.

The main goal of the research is to evaluate the platform's feasibility and marketing potential. To achieve this goal, the scope of work includes a comprehensive analysis of the market and competitors and pilot testing. The proposal also contains a budget overview that clearly outlines the allocation of funds, ensuring a well-planned and transparent approach.

Using Visme's Brand Design Tool , you can easily customize this template to suit your branding with just one click. Simply enter your URL into the brand wizard, and the tool will automatically extract your company logo, brand colors, and brand fonts . Once saved, you or your team members can apply the branding elements to any document. It's that simple!

7. Environmental Research Proposal Template

The environmental research proposal example focuses on carbon emissions, identifies their contributing factors, and suggests sustainable practices to address them. It uses an appropriate sample size and data collection techniques to gather and evaluate data and provide sustainable recommendations to reduce industrial carbon footprints and waste.

From a design standpoint, the green and white color combination matches the theme of nature and environmental friendliness. In addition to its aesthetic appeal, the proposal includes relevant images that support ecological advocacy, making it informative and visually aligned with its purpose.

A key feature of this template is its detailed breakdown of the project's timeline. It uses a Gantt chart to clearly present stages, milestones and deadlines.

Collaborate with your team members to customize these research proposal templates using Visme’s collaborative design features . These features allow you to leave feedback, draw annotations and even make live edits. Invite your teammates via email or a shareable link and allow them to work together on projects.

8. General Approval Research Proposal Template

This research proposal template is a total game-changer - you can use it for any research proposal and customize it however you want. It features a modern and refreshing color scheme that immediately makes it stand out, providing a contemporary look that can adapt to any project's needs.

The template's layout is thoughtfully designed with primary fields that users can easily personalize by changing text, adjusting colors, or swapping images. No matter the research topic, you can tailor the template to fit your specific needs.

Once you're done customizing your research proposal template on Visme, you can download, share and publish it in different ways. For offline usage, you may download the proposal in PDF, PNG, or JPG format. To share it online, you can use a private or public link or generate a code snippet that you can embed anywhere on the web.

Want to create other types of proposals? Here are 29 proposal templates that you can easily customize in Visme.

Q. What Are the Five Steps of Writing a Research Proposal?

Follow these steps to write a solid research proposal:

• Choose a topic within your field of study that can be explored and investigated.
• Research existing literature and studies to build a foundational understanding and prepare your research question.
• Outline your research proposal: introduction, literature review, proposed methodology, budget and timeline.
• Conduct more detailed studies to strengthen your proposition, refine your research question and justify your methodology.
• Follow your outline to write a clear and organized proposal, then review and edit for accuracy before submitting.

If you want to learn more about creating an expert research proposal , we highly recommend checking out our in-depth guide.

Q. How Long Is a Research Proposal?

Research proposals can range from 1,000 to 5,000 words. For smaller projects or when specific requirements aren't provided, aim for a concise and informative proposal that effectively outlines your research plan.

However, the ideal length depends on these factors:

• Projects with complex methodologies or multiple phases may require longer proposals to explain the scope and procedures in detail.
• Universities, academic institutions and funding agencies often have guidelines of a specific length. Always check their requirements beforehand.
• When writing a proposal, adjust the level of study based on the audience. Academic proposals may require comprehensive explanations, while business or non-profit proposals require a more streamlined approach.

Q. How Long Does It Take to Write a Research Proposal?

The time it takes to write a research proposal depends on a few factors:

• Complex research with extensive data collection or analysis will naturally take longer to plan and write about.
• If you're new to writing research proposals, expect to spend more time learning the format and best practices.
• If you've already conducted some research or a thorough literature review, the writing process might go faster.
• Funding applications often have strict deadlines that will dictate your timeline.

Set aside several weeks to a couple of months for researching, writing, and revising your proposal. Start early to avoid stress and produce your best work.

Q. What Not to Do for a Research Proposal?

There are several factors that can make a research proposal weak. Here are some of the most common errors that you should avoid while preparing your research proposal:

• Don’t choose a topic that’s too broad. Focus on a specific area you can thoroughly explore within your proposal’s limits.
• Don’t ignore the rules for formatting and submitting your proposal. Always adhere to the requirements set by your institution or funding body.
• Don’t forget to conduct a thorough literature review. It's crucial to show your grasp of existing research related to your topic.
• Don't be vague about your methods. Ensure they're clearly defined and suitable for answering your research question.
• Don't overlook errors in grammar, typos or structure. A well-proofread proposal reflects professionalism, so review it carefully before submitting it.

Craft Professional & Engaging Proposals with Visme

Writing a compelling research proposal takes effort, but with the right tools, the process becomes a breeze. Use the research proposal examples and templates in this article as a launching point to write your own proposal.

The best part? Visme provides easy-to-use tools with a vast collection of customizable templates, design elements and powerful features.

Whether you're a seasoned researcher or a student, Visme has the resources to help you create visually appealing and well-structured research proposals. In addition to research proposals, Visme helps you create many other document types, such as presentations , infographics , reports and more.

Ready to create your own research proposal? Check out Visme's proposal maker and start crafting professional and engaging proposals in minutes!

Create professional research proposals with Visme

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17 Research Proposal Examples

Chris Drew (PhD)

Dr. Chris Drew is the founder of the Helpful Professor. He holds a PhD in education and has published over 20 articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education. [Image Descriptor: Photo of Chris]

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A research proposal systematically and transparently outlines a proposed research project.

The purpose of a research proposal is to demonstrate a project’s viability and the researcher’s preparedness to conduct an academic study. It serves as a roadmap for the researcher.

The process holds value both externally (for accountability purposes and often as a requirement for a grant application) and intrinsic value (for helping the researcher to clarify the mechanics, purpose, and potential signficance of the study).

Key sections of a research proposal include: the title, abstract, introduction, literature review, research design and methods, timeline, budget, outcomes and implications, references, and appendix. Each is briefly explained below.

Watch my Guide: How to Write a Research Proposal

Get your Template for Writing your Research Proposal Here (With AI Prompts!)

Research Proposal Sample Structure

Title: The title should present a concise and descriptive statement that clearly conveys the core idea of the research projects. Make it as specific as possible. The reader should immediately be able to grasp the core idea of the intended research project. Often, the title is left too vague and does not help give an understanding of what exactly the study looks at.

Abstract: Abstracts are usually around 250-300 words and provide an overview of what is to follow – including the research problem , objectives, methods, expected outcomes, and significance of the study. Use it as a roadmap and ensure that, if the abstract is the only thing someone reads, they’ll get a good fly-by of what will be discussed in the peice.

Introduction: Introductions are all about contextualization. They often set the background information with a statement of the problem. At the end of the introduction, the reader should understand what the rationale for the study truly is. I like to see the research questions or hypotheses included in the introduction and I like to get a good understanding of what the significance of the research will be. It’s often easiest to write the introduction last

Literature Review: The literature review dives deep into the existing literature on the topic, demosntrating your thorough understanding of the existing literature including themes, strengths, weaknesses, and gaps in the literature. It serves both to demonstrate your knowledge of the field and, to demonstrate how the proposed study will fit alongside the literature on the topic. A good literature review concludes by clearly demonstrating how your research will contribute something new and innovative to the conversation in the literature.

Research Design and Methods: This section needs to clearly demonstrate how the data will be gathered and analyzed in a systematic and academically sound manner. Here, you need to demonstrate that the conclusions of your research will be both valid and reliable. Common points discussed in the research design and methods section include highlighting the research paradigm, methodologies, intended population or sample to be studied, data collection techniques, and data analysis procedures . Toward the end of this section, you are encouraged to also address ethical considerations and limitations of the research process , but also to explain why you chose your research design and how you are mitigating the identified risks and limitations.

Timeline: Provide an outline of the anticipated timeline for the study. Break it down into its various stages (including data collection, data analysis, and report writing). The goal of this section is firstly to establish a reasonable breakdown of steps for you to follow and secondly to demonstrate to the assessors that your project is practicable and feasible.

Budget: Estimate the costs associated with the research project and include evidence for your estimations. Typical costs include staffing costs, equipment, travel, and data collection tools. When applying for a scholarship, the budget should demonstrate that you are being responsible with your expensive and that your funding application is reasonable.

Expected Outcomes and Implications: A discussion of the anticipated findings or results of the research, as well as the potential contributions to the existing knowledge, theory, or practice in the field. This section should also address the potential impact of the research on relevant stakeholders and any broader implications for policy or practice.

References: A complete list of all the sources cited in the research proposal, formatted according to the required citation style. This demonstrates the researcher’s familiarity with the relevant literature and ensures proper attribution of ideas and information.

Appendices (if applicable): Any additional materials, such as questionnaires, interview guides, or consent forms, that provide further information or support for the research proposal. These materials should be included as appendices at the end of the document.

Research Proposal Examples

Research proposals often extend anywhere between 2,000 and 15,000 words in length. The following snippets are samples designed to briefly demonstrate what might be discussed in each section.

1. Education Studies Research Proposals

See some real sample pieces:

• Assessment of the perceptions of teachers towards a new grading system
• Does ICT use in secondary classrooms help or hinder student learning?
• Digital technologies in focus project
• Urban Middle School Teachers’ Experiences of the Implementation of
• Restorative Justice Practices
• Experiences of students of color in service learning

Consider this hypothetical education research proposal:

The Impact of Game-Based Learning on Student Engagement and Academic Performance in Middle School Mathematics

Abstract: The proposed study will explore multiplayer game-based learning techniques in middle school mathematics curricula and their effects on student engagement. The study aims to contribute to the current literature on game-based learning by examining the effects of multiplayer gaming in learning.

Introduction: Digital game-based learning has long been shunned within mathematics education for fears that it may distract students or lower the academic integrity of the classrooms. However, there is emerging evidence that digital games in math have emerging benefits not only for engagement but also academic skill development. Contributing to this discourse, this study seeks to explore the potential benefits of multiplayer digital game-based learning by examining its impact on middle school students’ engagement and academic performance in a mathematics class.

Literature Review: The literature review has identified gaps in the current knowledge, namely, while game-based learning has been extensively explored, the role of multiplayer games in supporting learning has not been studied.

Research Design and Methods: This study will employ a mixed-methods research design based upon action research in the classroom. A quasi-experimental pre-test/post-test control group design will first be used to compare the academic performance and engagement of middle school students exposed to game-based learning techniques with those in a control group receiving instruction without the aid of technology. Students will also be observed and interviewed in regard to the effect of communication and collaboration during gameplay on their learning.

Timeline: The study will take place across the second term of the school year with a pre-test taking place on the first day of the term and the post-test taking place on Wednesday in Week 10.

Budget: The key budgetary requirements will be the technologies required, including the subscription cost for the identified games and computers.

Expected Outcomes and Implications: It is expected that the findings will contribute to the current literature on game-based learning and inform educational practices, providing educators and policymakers with insights into how to better support student achievement in mathematics.

2. Psychology Research Proposals

See some real examples:

• A situational analysis of shared leadership in a self-managing team
• The effect of musical preference on running performance
• Relationship between self-esteem and disordered eating amongst adolescent females

Consider this hypothetical psychology research proposal:

The Effects of Mindfulness-Based Interventions on Stress Reduction in College Students

Abstract: This research proposal examines the impact of mindfulness-based interventions on stress reduction among college students, using a pre-test/post-test experimental design with both quantitative and qualitative data collection methods .

Introduction: College students face heightened stress levels during exam weeks. This can affect both mental health and test performance. This study explores the potential benefits of mindfulness-based interventions such as meditation as a way to mediate stress levels in the weeks leading up to exam time.

Literature Review: Existing research on mindfulness-based meditation has shown the ability for mindfulness to increase metacognition, decrease anxiety levels, and decrease stress. Existing literature has looked at workplace, high school and general college-level applications. This study will contribute to the corpus of literature by exploring the effects of mindfulness directly in the context of exam weeks.

Research Design and Methods: Participants ( n= 234 ) will be randomly assigned to either an experimental group, receiving 5 days per week of 10-minute mindfulness-based interventions, or a control group, receiving no intervention. Data will be collected through self-report questionnaires, measuring stress levels, semi-structured interviews exploring participants’ experiences, and students’ test scores.

Timeline: The study will begin three weeks before the students’ exam week and conclude after each student’s final exam. Data collection will occur at the beginning (pre-test of self-reported stress levels) and end (post-test) of the three weeks.

Expected Outcomes and Implications: The study aims to provide evidence supporting the effectiveness of mindfulness-based interventions in reducing stress among college students in the lead up to exams, with potential implications for mental health support and stress management programs on college campuses.

3. Sociology Research Proposals

• Understanding emerging social movements: A case study of ‘Jersey in Transition’
• The interaction of health, education and employment in Western China
• Can we preserve lower-income affordable neighbourhoods in the face of rising costs?

Consider this hypothetical sociology research proposal:

The Impact of Social Media Usage on Interpersonal Relationships among Young Adults

Abstract: This research proposal investigates the effects of social media usage on interpersonal relationships among young adults, using a longitudinal mixed-methods approach with ongoing semi-structured interviews to collect qualitative data.

Introduction: Social media platforms have become a key medium for the development of interpersonal relationships, particularly for young adults. This study examines the potential positive and negative effects of social media usage on young adults’ relationships and development over time.

Literature Review: A preliminary review of relevant literature has demonstrated that social media usage is central to development of a personal identity and relationships with others with similar subcultural interests. However, it has also been accompanied by data on mental health deline and deteriorating off-screen relationships. The literature is to-date lacking important longitudinal data on these topics.

Research Design and Methods: Participants ( n = 454 ) will be young adults aged 18-24. Ongoing self-report surveys will assess participants’ social media usage, relationship satisfaction, and communication patterns. A subset of participants will be selected for longitudinal in-depth interviews starting at age 18 and continuing for 5 years.

Timeline: The study will be conducted over a period of five years, including recruitment, data collection, analysis, and report writing.

Expected Outcomes and Implications: This study aims to provide insights into the complex relationship between social media usage and interpersonal relationships among young adults, potentially informing social policies and mental health support related to social media use.

4. Nursing Research Proposals

• Does Orthopaedic Pre-assessment clinic prepare the patient for admission to hospital?
• Nurses’ perceptions and experiences of providing psychological care to burns patients
• Registered psychiatric nurse’s practice with mentally ill parents and their children

Consider this hypothetical nursing research proposal:

The Influence of Nurse-Patient Communication on Patient Satisfaction and Health Outcomes following Emergency Cesarians

Abstract: This research will examines the impact of effective nurse-patient communication on patient satisfaction and health outcomes for women following c-sections, utilizing a mixed-methods approach with patient surveys and semi-structured interviews.

Introduction: It has long been known that effective communication between nurses and patients is crucial for quality care. However, additional complications arise following emergency c-sections due to the interaction between new mother’s changing roles and recovery from surgery.

Literature Review: A review of the literature demonstrates the importance of nurse-patient communication, its impact on patient satisfaction, and potential links to health outcomes. However, communication between nurses and new mothers is less examined, and the specific experiences of those who have given birth via emergency c-section are to date unexamined.

Research Design and Methods: Participants will be patients in a hospital setting who have recently had an emergency c-section. A self-report survey will assess their satisfaction with nurse-patient communication and perceived health outcomes. A subset of participants will be selected for in-depth interviews to explore their experiences and perceptions of the communication with their nurses.

Timeline: The study will be conducted over a period of six months, including rolling recruitment, data collection, analysis, and report writing within the hospital.

Expected Outcomes and Implications: This study aims to provide evidence for the significance of nurse-patient communication in supporting new mothers who have had an emergency c-section. Recommendations will be presented for supporting nurses and midwives in improving outcomes for new mothers who had complications during birth.

5. Social Work Research Proposals

• Experiences of negotiating employment and caring responsibilities of fathers post-divorce
• Exploring kinship care in the north region of British Columbia

Consider this hypothetical social work research proposal:

The Role of a Family-Centered Intervention in Preventing Homelessness Among At-Risk Youthin a working-class town in Northern England

Abstract: This research proposal investigates the effectiveness of a family-centered intervention provided by a local council area in preventing homelessness among at-risk youth. This case study will use a mixed-methods approach with program evaluation data and semi-structured interviews to collect quantitative and qualitative data .

Introduction: Homelessness among youth remains a significant social issue. This study aims to assess the effectiveness of family-centered interventions in addressing this problem and identify factors that contribute to successful prevention strategies.

Literature Review: A review of the literature has demonstrated several key factors contributing to youth homelessness including lack of parental support, lack of social support, and low levels of family involvement. It also demonstrates the important role of family-centered interventions in addressing this issue. Drawing on current evidence, this study explores the effectiveness of one such intervention in preventing homelessness among at-risk youth in a working-class town in Northern England.

Research Design and Methods: The study will evaluate a new family-centered intervention program targeting at-risk youth and their families. Quantitative data on program outcomes, including housing stability and family functioning, will be collected through program records and evaluation reports. Semi-structured interviews with program staff, participants, and relevant stakeholders will provide qualitative insights into the factors contributing to program success or failure.

Timeline: The study will be conducted over a period of six months, including recruitment, data collection, analysis, and report writing.

Budget: Expenses include access to program evaluation data, interview materials, data analysis software, and any related travel costs for in-person interviews.

Expected Outcomes and Implications: This study aims to provide evidence for the effectiveness of family-centered interventions in preventing youth homelessness, potentially informing the expansion of or necessary changes to social work practices in Northern England.

Research Proposal Template

Get your Detailed Template for Writing your Research Proposal Here (With AI Prompts!)

This is a template for a 2500-word research proposal. You may find it difficult to squeeze everything into this wordcount, but it’s a common wordcount for Honors and MA-level dissertations.

Your research proposal is where you really get going with your study. I’d strongly recommend working closely with your teacher in developing a research proposal that’s consistent with the requirements and culture of your institution, as in my experience it varies considerably. The above template is from my own courses that walk students through research proposals in a British School of Education.

• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd-2/ 10 Reasons you’re Perpetually Single
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd-2/ 20 Montessori Toddler Bedrooms (Design Inspiration)
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd-2/ 21 Montessori Homeschool Setups
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd-2/ 101 Hidden Talents Examples

8 thoughts on “17 Research Proposal Examples”

Very excellent research proposals

very helpful

Very helpful

Dear Sir, I need some help to write an educational research proposal. Thank you.

Hi Levi, use the site search bar to ask a question and I’ll likely have a guide already written for your specific question. Thanks for reading!

very good research proposal

Thank you so much sir! ❤️

Very helpful 👌

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• How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on 30 October 2022 by Shona McCombes and Tegan George. Revised on 13 June 2023.

A research proposal describes what you will investigate, why it’s important, and how you will conduct your research.

The format of a research proposal varies between fields, but most proposals will contain at least these elements:

Introduction

Literature review.

• Research design

Reference list

While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organised and feel confident in the path forward you choose to take.

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, frequently asked questions.

Academics often have to write research proposals to get funding for their projects. As a student, you might have to write a research proposal as part of a grad school application , or prior to starting your thesis or dissertation .

In addition to helping you figure out what your research can look like, a proposal can also serve to demonstrate why your project is worth pursuing to a funder, educational institution, or supervisor.

Research proposal length

The length of a research proposal can vary quite a bit. A bachelor’s or master’s thesis proposal can be just a few pages, while proposals for PhD dissertations or research funding are usually much longer and more detailed. Your supervisor can help you determine the best length for your work.

One trick to get started is to think of your proposal’s structure as a shorter version of your thesis or dissertation , only without the results , conclusion and discussion sections.

Download our research proposal template

Prevent plagiarism, run a free check.

Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We’ve included a few for you below.

• Example research proposal #1: ‘A Conceptual Framework for Scheduling Constraint Management’
• Example research proposal #2: ‘ Medical Students as Mediators of Change in Tobacco Use’

Like your dissertation or thesis, the proposal will usually have a title page that includes:

• The proposed title of your project
• Your supervisor’s name
• Your institution and department

The first part of your proposal is the initial pitch for your project. Make sure it succinctly explains what you want to do and why.

Your introduction should:

• Introduce your topic
• Give necessary background and context
• Outline your  problem statement  and research questions

To guide your introduction , include information about:

• Who could have an interest in the topic (e.g., scientists, policymakers)
• How much is already known about the topic
• What is missing from this current knowledge
• What new insights your research will contribute
• Why you believe this research is worth doing

As you get started, it’s important to demonstrate that you’re familiar with the most important research on your topic. A strong literature review  shows your reader that your project has a solid foundation in existing knowledge or theory. It also shows that you’re not simply repeating what other people have already done or said, but rather using existing research as a jumping-off point for your own.

In this section, share exactly how your project will contribute to ongoing conversations in the field by:

• Comparing and contrasting the main theories, methods, and debates
• Examining the strengths and weaknesses of different approaches
• Explaining how will you build on, challenge, or synthesise prior scholarship

Following the literature review, restate your main  objectives . This brings the focus back to your own project. Next, your research design or methodology section will describe your overall approach, and the practical steps you will take to answer your research questions.

To finish your proposal on a strong note, explore the potential implications of your research for your field. Emphasise again what you aim to contribute and why it matters.

For example, your results might have implications for:

• Improving best practices
• Informing policymaking decisions
• Strengthening a theory or model
• Challenging popular or scientific beliefs
• Creating a basis for future research

Last but not least, your research proposal must include correct citations for every source you have used, compiled in a reference list . To create citations quickly and easily, you can use our free APA citation generator .

Some institutions or funders require a detailed timeline of the project, asking you to forecast what you will do at each stage and how long it may take. While not always required, be sure to check the requirements of your project.

Here’s an example schedule to help you get started. You can also download a template at the button below.

Download our research schedule template

If you are applying for research funding, chances are you will have to include a detailed budget. This shows your estimates of how much each part of your project will cost.

Make sure to check what type of costs the funding body will agree to cover. For each item, include:

• Cost : exactly how much money do you need?
• Justification : why is this cost necessary to complete the research?
• Source : how did you calculate the amount?

To determine your budget, think about:

• Travel costs : do you need to go somewhere to collect your data? How will you get there, and how much time will you need? What will you do there (e.g., interviews, archival research)?
• Materials : do you need access to any tools or technologies?
• Help : do you need to hire any research assistants for the project? What will they do, and how much will you pay them?

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement.

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

A research aim is a broad statement indicating the general purpose of your research project. It should appear in your introduction at the end of your problem statement , before your research objectives.

Research objectives are more specific than your research aim. They indicate the specific ways you’ll address the overarching aim.

A PhD, which is short for philosophiae doctor (doctor of philosophy in Latin), is the highest university degree that can be obtained. In a PhD, students spend 3–5 years writing a dissertation , which aims to make a significant, original contribution to current knowledge.

A PhD is intended to prepare students for a career as a researcher, whether that be in academia, the public sector, or the private sector.

A master’s is a 1- or 2-year graduate degree that can prepare you for a variety of careers.

All master’s involve graduate-level coursework. Some are research-intensive and intend to prepare students for further study in a PhD; these usually require their students to write a master’s thesis . Others focus on professional training for a specific career.

Critical thinking refers to the ability to evaluate information and to be aware of biases or assumptions, including your own.

Like information literacy , it involves evaluating arguments, identifying and solving problems in an objective and systematic way, and clearly communicating your ideas.

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McCombes, S. & George, T. (2023, June 13). How to Write a Research Proposal | Examples & Templates. Scribbr. Retrieved 3 September 2024, from https://www.scribbr.co.uk/the-research-process/research-proposal-explained/

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How to write a research proposal

Advice and guidance on writing a proposal for a student research project.

Purpose of a Research Proposal

A research proposal should describe what you will investigate, why it is important to the discipline and how you will conduct your research.

Simply put, it is your plan for the research you intend to conduct. All research proposals are designed to persuade someone about how and why your intended project is worthwhile. 

In your proposal you will need to explain and defend your choices. Always think about the exact reasons why you are making specific choices and why they are the best options available to you and your project. 

Your research proposal aims should be centred on: 

• Relevance - You want to convince the reader how and why your research is relevant and significant to your field and how it is original. This is typically done in parts of the introduction and the literature review.
• Context - You should demonstrate that you are familiar with the field, you understand the current state of research on the topic and your ideas have a strong academic basis (i.e., not simply based on your instincts or personal views). This will be the focus of your introduction and literature review. 
• Approach - You need to make a case for your methodology, showing that you have carefully thought about the data, tools and procedures you will need to conduct the research. You need to explicitly defend all of your choices. This will be presented in the research design section. 
• Feasibility - You need to demonstrate clearly that your project is both reasonable and feasible within the practical constraints of the course, timescales, institution or funding. You need to make sure you have the time and access to resources to complete the project in a reasonable period. 

301 Recommends:

Our Research Writing workshop will look at some of the main writing challenges associated with writing a large-scale research project and look at strategies to manage your writing on a day-to-day basis. It will identify ways to plan, organise and map out the structure of your writing to allow you to develop an effective writing schedule and make continuous progress on your dissertation project.

Proposal format

The format of a research proposal varies between fields and levels of study but most proposals should contain at least these elements: introduction, literature review, research design and reference list.

Generally, research proposals can range from 500-1500 words or one to a few pages long. Typically, proposals for larger projects such as a PhD dissertation or funding requests, are longer and much more detailed.

Remember, the goal of your research proposal is to outline clearly and concisely exactly what your research will entail and accomplish, how it will do so and why it is important. If you are writing to a strictly enforced word count, a research proposal can be a great test of your ability to express yourself concisely!

Introduction

The first part of your proposal is the initial pitch for your project, so make sure it succinctly explains what you want to do and why. In other words, this is where you answer the reader’s “so what?” It should typically include: introducing the topic , outlining your problem statement and research question(s) and giving background and context. Some important questions to shape your introduction include: 

• Who has an interest in the topic (e.g. scientists, practitioners, policymakers, particular members of society)?
• How much is already known about the problem and why is it important?
• What is missing from current knowledge and why?
• What new insights will your research contribute?
• Why is this research worth doing?

If your proposal is very long, you might include separate sections with more detailed information on the background and context, problem statement, aims and objectives, and importance of the research.

Literature Review 

It’s important to show that you’re familiar with the most important research on your topic. A strong literature review convinces the reader that your project has a solid foundation in existing knowledge or theory (i.e. how it relates to established research in the field).

Your literature review will also show that you’re not simply repeating what other people have already done or said. This is also where you explain why your research is necessary. You might want to consider some of the following prompts:

• Comparing and contrasting: what are the main theories, methods, debates and controversies?
• Being critical: what are the strengths and weaknesses of different approaches?
• Showing how your research fits in: how will you build on, challenge or synthesise the work of others? 
• Filling a gap in the existing body of research: why is your idea innovative? 

Research design and methods

Following the literature review, it is a good idea to restate your main objectives, bringing the focus back to your own project. The research design/ methodology section should describe the overall approach and practical steps you will take to answer your research questions. You also need to demonstrate the feasibility of the project keeping in mind time and other constraints. 

You should definitely include:

• Qualitative vs quantitative research? Combination? 
• Will you collect original data or work with primary/secondary sources? 
• Is your research design descriptive, correlational or experimental? Something completely different?
• If you are undertaking your own study, when and where will you collect the data? How will you select subjects or sources? Ethics review? Exactly what or who will you study?
• What tools and procedures will you use (e.g. systematic reviews, surveys, interviews, observation, experiments, bibliographic data) to collect your data? 
• What tools/methods will you use to analyse your data? 
• Why are these the best methods to answer your research question(s)? This is where you should justify your choices. 
• How much time will you need to collect the data? 
• How will you gain access to participants and sources?
• Do you foresee any potential obstacles and if so, how will you address them?

Make sure you are not simply compiling a list of methods. Instead, aim to make an argument for why this is the most appropriate, valid and reliable way to approach answering your question. Remember you should always be defending your choices! 

Implications and Contributions to Knowledge

To ensure you finish your proposal on a strong note, it is a good idea to explore and/or emphasise the potential implications of the research. This means: what do you intend to contribute to existing knowledge on the topic?

Although you cannot know the results of your research until you have actually done the work, you should be going into the project with a clear idea of how your work will contribute to your field. This section might even be considered the most critical to your research proposal’s argument because it expresses exactly why your research is necessary. 

You should consider covering at least some of the following topics:

• Ways in which your work can challenge existing theories and assumptions in your field. 
• How your work will create the foundation for future research and theory. 
• The practical value your findings will provide to practitioners, educators and other academics in your field. 
• The problems or issues your work can potentially help to resolve. 
• Policies that could be impacted by your findings. 
• How your findings can be implemented in academia or other settings and how this will improve or otherwise transform these settings. 

This part is not about stating the specific results that you expect to obtain but rather, this is the section where you explicitly state how your findings will be valuable. 

This section is where you want to wrap it all up in a nice pretty bow. It is just like the concluding paragraph that you would structure and craft for a typical essay, see our essay planning template  for guidance. You should briefly summarise your research proposal and reinforce your research purpose. 

Reference List or Bibliography

Your research proposal MUST include proper citations for every source you have used and full references. Please consult your departmental referencing styles to ensure you are citing and referencing in an appropriate way. 

Common mistakes to avoid 

Try and avoid these common pitfalls when you are writing your research proposal: 

• Being too wordy: Remember formal does not mean flowery or pretentious. In fact, you should really aim to keep your writing as concise and accessible as possible. The more economically you can express your goals and ideas, the better. 
• Failing to cite relevant information/sources: You are adding to the existing body of knowledge on the subject you are covering. Therefore, your research proposal should reference the main research pieces in your field (while referencing them correctly!) and connect your proposal to these works in some way. This does not mean just communicating the relevance of your work, it should explicitly demonstrate your familiarity with the field. 
• Focusing too much on minor issues: Your research is most likely important for so many great reasons. However, they do not all need to be listed in your research proposal. Generally, including too many questions and issues in your research proposal can serve as a red flag and detract from your main purpose(s). This will in turn weaken your proposal. Only involve the main/key issues you plan to address. 
• Failing to make a strong argument for your research: This is the simplest way to undermine your proposal. Your proposal is a piece of persuasive and critical writing . This means that, although you are presenting your proposal in an academic and hopefully objective manner, the goal is to get the reader to say ‘yes’ to your work. 
• Not polishing your writing : If your proposal has spelling or grammatical errors, an inconsistent or inappropriate tone or even just awkward phrasing it can undermine your credibility. Check out some of these resources to help guide you in the right direction: Manchester Academic Phrasebank , Proofreading Guide , Essay Checklist and Grammar Guide . Remember to double and triple check your work. 

Links and Resources

You might also need to include a schedule and/or a budget depending on your requirements. Some tools to help include: 

• Guidance for candidates
• Manchester University Academic Phrasebank
• Leeds Beckett Assignment Calculator
• Calendarpedia

For guidance regarding specific research proposals (including templates), please check with your specific departments.

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Writing a research proposal

How to write a research proposal.

For many subjects, writing a research proposal is a key part of your postgraduate research degree application. This is your opportunity to demonstrate your knowledge and how you want to contribute to the subject.  

We use the proposal to match your interest with an appropriate supervisor to make sure you have the best support during your degree. We are looking for originality and relevance when assessing the overall quality of your application, including your suitability for this level of study.  

We highly recommend that you explore which academic researchers are working in your subject area and contact them first with any questions, this is a good opportunity to firm up your ideas, further explore the topic and talk with others in your field.  

What is a research proposal?  

A research proposal is a concise and coherent document, usually between 1500 – 2000 words, maximum 4 x A4 pages. You should outline your proposed research project, why it is of relevance (rationale), what research questions are you going to ask, what you hope to achieve (aims and objectives) and how you plan to carry out your research (methodology).   

Step-by-step 

This page is your comprehensive guide to writing a research proposal and will cover seven key elements of a proposal:  

Working title

You should include a title for your thesis in the proposal.

Your title may change as you further your research, but at this stage it's important to state succinctly what your research will cover.

Introduction

Briefly identify your idea, what is your ‘research question’?

It could be the theory you want to test, or a more open question. It would be useful to give examples, 3-5 research questions from recently completed PhDs in a relevant field. You should discuss the context around your research topic, such as current debates and issues. The important thing here is that you introduce your research project with clarity and in a way that stimulates your reader’s interest.

Demonstrate the significance of your research project.

To do this, explain why your research is important, what makes it original and how it will contribute to existing knowledge within its field.

Aims and objectives

What are you hoping to achieve with your research?

Try and produce four or five bullet points of objectives for each aim, which demonstrate your understanding of how to meet your research aims. You can use the SMART acronym to support you in creating objectives, which involves making your objectives: specific, measurable, achievable, realistic and time specific.

Literature Review

Demonstrate your knowledge and awareness of relevant literature

A literature review is a discussion and evaluation of academic literature or a relevant body of knowledge (for practice-based research). You should use this section of your proposal to show that you are familiar with work in your chosen topic area and that your research will contribute something new and/or meaningful to it.

Methodology

Explain how you plan to carry out your research

The methodology section of your research proposal is where you explain how you plan to carry out your research. This should include the research techniques and methods you will use, why these are most appropriate and how you will implement them. You should also include a discussion of the research strategy (general approach) you will adopt, with appropriate justification, including the analytical approach. The section should also contain the range of research findings that will be gathered from the research and how you will analyse or evaluate this. For practice based research, include how will your portfolio of artefacts, code, software, compositions, computer games etc. articulate the originality of your research?

Reference all the materials you used in the preparation your proposal

You may also list references that you didn't directly draw upon, to demonstrate awareness of literature relating to your proposed material.

Support from academic staff in drafting your research proposal

Your research proposal will be read by academics with an interest in your field of research. You are therefore encouraged to contact members of academic staff informally prior to submitting your application to discuss to your research proposal. This can often speed up the applications process, as you can identify the member(s) of staff you have spoken to on your research degree application form.

Use the Huddersfield Research Portal to browse academic staff profiles and search using key words to find staff members who share your research interests.

Changing aspects of your research proposal after gaining a place as a research student

Your research proposal is your starting point, and we understand that as your idea develop s , your proposed research is likely to change. As such, you will not be obliged to adhere to the specifics of your proposal if you are offered a place as a research degree candidate at Huddersfield. However, as the proposal is the foundation of your working relationship with your supervisor(s), you will need to discuss any changes with them first. 

Useful tips for writing a research proposal

• Maintain a focus in your proposal: Your research proposal should be clear and concise, outlining your research idea and its benefits to your chosen field of study, in a way that the reader can clearly understand. Remember, your proposal is just the starting point and an outline and does not need to be overly complicated.
• Share your proposal: Ask someone you trust (a friend, family member, tutor) to read your proposal and provide some feedback. Do they understand what your research is about? Do they think your aims and objectives are achievable? Does your research engage them?
• Align your proposal topic with University research themes: Whilst it is important to choose a research topic that you are passionate about, your proposal will be assessed (in part) on its fit with our University research themes. You therefore need to choose a topic which aligns with topics of interest to the University or academic school you hoping to work within and make it clear how your project matches up with them.
• Be realistic in your proposal: Your proposal is assessed not only on its quality, originality and fit with our research themes but also the likelihood of completion, so make sure that the scope of your research project is reasonable and realistic .
• Take your time when writing your proposal: There are a lot of elements to a high-quality research proposal, so take the time to ensure that you meet them all. At the University of Huddersfield, there are three opportunities for enrolling onto a research degree programme during the academic year (October, January, and April), meaning less time pressure when working on your proposal and application.

Once you have written your proposal, what next?

Once you have written your research proposal you will need to complete an application form. Look at our how to apply webpage for more information.

How to apply for a research degree

Our step-by-step guide will help you to make the most out of your application for a research degree

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Examples of research proposals

How to write your research proposal, with examples of good proposals.

Research proposals

Your research proposal is a key part of your application. It tells us about the question you want to answer through your research. It is a chance for you to show your knowledge of the subject area and tell us about the methods you want to use.

We use your research proposal to match you with a supervisor or team of supervisors.

In your proposal, please tell us if you have an interest in the work of a specific academic at York St John. You can get in touch with this academic to discuss your proposal. You can also speak to one of our Research Leads. There is a list of our Research Leads on the Apply page.

When you write your proposal you need to:

• Highlight how it is original or significant
• Explain how it will develop or challenge current knowledge of your subject
• Identify the importance of your research
• Show why you are the right person to do this research
• Research Proposal Example 1 (DOC, 49kB)
• Research Proposal Example 2 (DOC, 0.9MB)
• Research Proposal Example 3 (DOC, 55.5kB)
• Research Proposal Example 4 (DOC, 49.5kB)

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• Published: 05 September 2024

Quantitative classification evaluation model for tight sandstone reservoirs based on machine learning

• Xinglei Song 1 , 2 ,
• Congjun Feng 1 , 2 ,
• Teng Li 3 , 4 , 5 ,
• Qin Zhang 6 ,
• Xinhui Pan 1 , 2 ,
• Mengsi Sun 7 &
• Yanlong Ge 1 , 2  

Scientific Reports volume  14 , Article number:  20712 ( 2024 ) Cite this article

Metrics details

Tight sandstone reservoirs are a primary focus of research on the geological exploration of petroleum. However, many reservoir classification criteria are of limited applicability due to the inherent strong heterogeneity and complex micropore structure of tight sandstone reservoirs. This investigation focused on the Chang 8 tight reservoir situated in the Jiyuan region of the Ordos Basin. High-pressure mercury intrusion experiments, casting thin sections, and scanning electron microscopy experiments were conducted. Image recognition technology was used to extract the pore shape parameters of each sample. Based on the above, through grey relational analysis (GRA), analytic hierarchy process (AHP), entropy weight method (EWM) and comprehensive weight method, the relationship index Q1 between initial productivity and high pressure mercury injection parameters and the relationship index Q2 between initial productivity and pore shape parameters are obtained by fitting. Then a dual-coupled comprehensive quantitative classification prediction model for tight sandstone reservoirs was developed based on pore structure and shape parameters. A quantitative classification study was conducted on the target reservoir, analyzing the correlation between reservoir quality and pore structure and shape parameters, leading to the proposal of favourable exploration areas. The research results showed that when Q1 ≥ 0.5 and Q2 ≥ 0.5, the reservoir was classified as type I. When Q1 > 0.7 and Q2 > 0.57, it was classified as type I 1 , indicating a high-yield reservoir. When 0.32 < Q1 < 0.47 and 0.44 < Q2 < 0.56, was classified as type II. When 0.1 < Q1 < 0.32 and 0.3 < Q2 < 0.44, it was classified as type III. Type I reservoirs exhibit a zigzag pattern in the northwest part of the study area. Thus, the northwest should be prioritized in actual exploration and development. Additionally, the initial productivity of tight sandstone reservoirs showed a positive correlation with the porosity, permeability, sorting coefficient, coefficient of variation, and median radius. Conversely, it demonstrated a negative correlation with the median pressure and displacement pressure. The perimeters of pores, their circularity, and the length of the major axis showed a positive correlation with the porosity, permeability, sorting coefficient, coefficient of variation, and median radius. On the other hand, they exhibited a negative correlation with the median pressure and displacement pressure. This study quantitatively constructed a new classification and evaluation system for tight sandstone reservoirs from the perspective of microscopic pore structure, achieving an overall model accuracy of 93.3%. This model effectively predicts and evaluates tight sandstone reservoirs. It provides new guidance for identifying favorable areas in the study region and other tight sandstone reservoirs.

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Introduction.

With the depletion of conventional oil and gas reservoirs, tight oil reservoirs have gradually become a hot topic and a focal point for exploration and development, both domestically and internationally 1 , 2 , 3 , 4 , 5 , 6 , 7 , 8 , 9 . However, tight sandstone oil reservoirs exhibit complex reservoir characteristics, primarily manifested in their deep burial depths, wide distribution, and complex depositional processes. The reservoirs exhibit characteristics of low porosity, poor permeability, and high heterogeneity. The dominant pores are micro- and nano-scale, with narrow and dispersed throats, and are unfavorable for the migration and accumulation of oil and gas 10 , 11 , 12 , 13 , 14 , 15 . These factors necessitate considering the interdependent influences of multiple factors when classifying and evaluating tight sandstone reservoirs, which affects the accuracy of reservoir evaluation and hinders the selection of high-quality reservoirs. Therefore, the rapid and effective classification and evaluation of tight sandstone reservoirs has long been a focal point of scholarly research.

The quality of the reservoir is a key factor that determines the oil and gas production capacity. The classification and evaluation of reservoirs are central to reservoir studies and play a significant role in oilfield development. With the continuous advancement of oilfield development technologies, reservoir classification and evaluation methods have become increasingly diverse, gradually evolving from qualitative to quantitative research and from macro-parameter to micro-parameter evaluation. At present, both domestic and international scholars classify reservoirs using two main methods. The first is the traditional classification and evaluation method, which directly uses indicators such as the lithology, physical properties, pore structure, sedimentary facies, and oil and production experiments for classification. For example, Wei et al. classified the tight sandstone reservoirs of the Sha Creek Formation in the central Sichuan Basin based on the transverse relaxation (T 2 ) distribution of nuclear magnetic resonance 16 . Xu et al. studied the characteristics and controlling factors of tight sandstone using thin-section casting, scanning electron microscopy, X-ray diffraction (XRD), and spontaneous imbibition experiments 17 . Wu et al. analyzed the logging response characteristics using core data and electric imaging logging data and identified the reservoir type with the highest industrial production in the study area 18 . Zhang et al. established classification criteria for the third member of the Quan Formation based on mercury injection curves, core physical properties, and sedimentary facies characteristics 19 . Talib et al. quantitatively characterized tight oil and gas reservoirs through rock physics experiments and seismic inversion profiles 20 .

The second approach to reservoir classification involves initially choosing evaluation parameters that align with the geological conditions of the target area. Subsequently, machine learning techniques such as GRA the AHP, the EWM, and fuzzy analysis are employed to assign weight coefficients to each evaluation parameter. Finally, the reservoir is comprehensively scored. For example, Fang et al. proposed an automatic classification and verification method for reservoir types based on k-means clustering and Bayesian discriminant theory, using core logging and logging data from coring wells, combined with physical characteristics such as reservoir deposition and diagenesis 21 . Li et al. classified the Fuyu reservoir using GRA, Q clustering analysis, and discriminant analysis 22 . Wang et al.combined AHP and EWM, used the multi-factor superposition method, and established a new reservoir classification and evaluation method 23 . Fan et al. quantified the weight of evaluation parameters’ contribution to production by combining the relationships between variables and directional good production using the GRA 24 . Niu et al. proposed a new machine learning framework (GCA-CE-MGPK) for shale reservoirs, achieving efficient and accurate multi-scale evaluation of shale reservoirs 25 . In summary, traditional classification and evaluation methods are costly, inefficient and require extensive experimental data. They are mainly suitable for specific regions, making them inadequate for large-scale reservoir evaluation and prediction. Although machine learning techniques can improve efficiency and reduce costs, their accuracy often depends on the optimization of various mathematical methods, leading to high subjectivity in some models and lower overall precision, failing to meet the practical needs of production. Moreover, previous studies have primarily focused on evaluating single factors, lacking the integration of macro and micro perspectives. Based on these, this study combined multiple machine learning methods to directly link actual oilfield production data with micro-scale pore shape and structure parameters, effectively integrating macro and micro parameters.

Given the significant influence of subjective factors on the classification criteria for the quantitative evaluation of conventional reservoirs, adopting a new method for reservoir evaluation is essential. This study focuses on the Chang 8 tight sandstone reservoir in the Jiyuan area of the Ordos Basin, extracting pore shape parameters from 52 rock samples. Combined with the experimental data of high pressure mercury injection and the actual initial production capacity of the oil field. Through GRA, AHP, EWM and comprehensive weight method, the relationship index Q1 between initial productivity and high pressure mercury injection parameters and the relationship index Q2 between initial productivity and pore shape parameters are obtained by fitting. Then a dual-coupled comprehensive quantitative classification prediction model for tight sandstone reservoirs was developed based on pore structure and shape parameters. A quantitative classification study was conducted on the target reservoir, analyzing the correlation between reservoir quality and pore structure and shape parameters, leading to the proposal of favourable exploration areas. This method effectively combined the subjectivity-influenced AHP with the objectivity-influenced EWM to calculate the comprehensive weight coefficient, mitigating the impact of subjective factors and enhancing the model's accuracy. Validation results indicate that the model has an overall accuracy of 93.3%. Therefore, it was an effective tool for predicting and classifying tight sandstone reservoirs. It is significant for further exploration in the study area and other similar reservoirs.

Geological setting

The Ordos Basin is a large, multi-cycle, cratonic basin that formed on the crystalline basement during the Paleoproterozoic–Mesoproterozoic. The Ordos Basin, the second-largest sedimentary basin in China, has experienced five significant stages of sedimentary evolution. These stages include the middle to late Proterozoic rift valley, the early Paleozoic shallow marine platform, the late Paleozoic nearshore plain, the Mesozoic inland lake basin, and Cenozoic peripheral subsidence. This basin is known for its substantial reserves of oil and gas. The Ordos Basin extends across five provinces and regions, namely, Shaanxi, Gansu, Shanxi, Ningxia, and Inner Mongolia. Geographically, it stretches from the Yin Mountains in the north to the Qinling Mountains in the south, and from the Liupan Mountains in the west to the Lvliang Mountains in the east. The basin’s total area is 25 × 10 4 km 2 , with favorable areas covering 9.9 × 10 4 km 2 . The estimated resource volume is 6.2 × 10 12 m 3 , indicating significant exploration and development potential. Based on the basin’s geological nature, tectonic evolution, and structural pattern, the Ordos Basin can be divided into six primary tectonic units: the northern Shaanxi slope, the Tianhuan Depression, the western thrust fault zone, the Yimeng Uplift, the Weihebei Uplift, and the western Shanxi fold belt. The Jiyuan area, located in the central-western part of the Ordos Basin, covers a total area of 1302 km 2 (Fig. 1 a, c). This area spans the two primary tectonic units of the northern Shaanxi slope and the Tianhuan Depression, exhibiting a gently inclined monocline structure towards the west. Since the Mesozoic, the basin has developed thick fluvio-lacustrine deposits. In the Cenozoic, rift valleys were formed around the basin due to fault subsidence. The overall geological conditions are relatively complex, posing challenges for exploration. However, the area is rich in oil and gas resources, indicating favourable exploration prospects 26 , 27 , 28 , 29 . The proven petroleum geological reserves in this area amount to 800 × 10 6 t, with annual crude oil production of 700 × 10 4 t, making it the oilfield with the largest reserves and production levels in the Ordos Basin from the Mesozoic. Existing exploration results indicate that the Chang 8 oil-bearing formation is one of the most favourable hydrocarbon accumulation zones in the Jiyuan area, with a proven favourable oil-bearing area of 1500 km 2 .

( a ) Location of the study area(modified from Tong 29 ), ( b ) columnar diagram of the Chang 8 formation, ( c ) well location distribution map of the study area.

The Chang 8 reservoir is located in the lower part of the Upper Triassic Yan’an Formation. It is primarily composed of grey sandstone and dark black mudstone interbeds. These sedimentary microfacies are predominantly characterized by subaqueous distributary channels and underwater distributary bays, indicating a deposition pattern typical of a shallow-water deltaic environment (Fig.  1 b). Based on the thin-section identification of the study area (Fig.  2 ), the lithology of the Chang 8 reservoir is predominantly composed of fine-grained feldspathic sandstone, feldspathic lithic sandstone, and a small amount of feldspar sandstone. The detrital components in the study area mainly consist of quartz, feldspar, and detritus. The ranges of contents are as follows: the quartz content is 20.1% to 58.6%, with an average of 31.21%; the feldspar content is 23.56% to 57.62%, with an average of 34.43%; and the detritus content is 6.25% to 29.45%, with an average of 21.38%.

Triangular diagram and detrital composition diagram of the study area. ( a ) Triangular classification diagram of the sandstone in the Chang 8 reservoir, ( b ) histogram of the relative content of detrital components in the Chang 8 reservoir.

Materials and statistical methods

Materials and experiments.

In this study, 52 drilling core samples were obtained from the Chang 8 reservoir in Jiyuan, Ordos Basin, with all samples exhibiting a fine sandstone lithology. The samples underwent oil washing, gas permeability measurements, and the weight method for porosity calculation, allowing the determination of the reservoir’s petrophysical parameters (Table 1 ). The samples' average porosity was 8.23%, between 2.41 and 13.6%. The average permeability was 0.18 × 10 –3 µm 2 , ranging between 0.01 × 10 –3 µm 2 and 1.10 × 10 –3 µm 2 . Subsequently, thin-section casting and scanning electron microscopy experiments were conducted, resulting in 300 photographs. Additionally, high-pressure mercury intrusion was performed on the 52 samples to obtain the micropore throat characteristic parameters.

High pressure mercury intrusion and scanning electron microscopy

High pressure mercury intrusion experiment was used to evaluate the micropore throat characteristics of reservoirs quantitatively. This is achieved by observing the pressure changes during mercury injection into the pores, analyzing the characteristics of the capillary pressure curves, and studying the relationship between the intrusion volume of mercury and these characteristics 30 , 31 . In this experiment, the Auto Pore IV 9530 fully automated mercury porosimeter was utilized, with a pore diameter measurement range of 3 nm to 1100 μm. Continuous mercury injection was employed, with volume accuracy of less than 0.1 μl for both injection and withdrawal. The experimental procedure followed the national standard GB/T29171-2012, and the maximum mercury injection pressure reached 95.39 MPa.

Scanning electron microscopy (SEM) allows for high-resolution morphological observation and analysis of samples, as well as structural and compositional characterization. It also enables direct observation of the development characteristics of the micro-pore throats in the reservoir 32 , 33 , 34 . The experiment employed the Japanese Electron JSM-7500F field emission scanning electron microscope, which achieves a secondary-electron image resolution of 1 nm and magnification ranging from 20 to 300,000 times.

Pore parameter extraction technology

The ImageJ software, initially developed by Wayne Rasband at the National Institutes of Health in the United States, is a powerful open-source image processing system written in Java. It was initially applied in the fields of biomedical and agricultural sciences 35 . Recently, an increasing number of scholars have used it to identify and extract reservoir pores and fracture features 36 , 37 , 38 , 39 . In this study, the ImageJ software was used to process 210 scanning electron microscope images, extracting various pore parameters, including the perimeter, circularity, major axis length, aspect ratio, and solidity.

Statistical methodology

GRA is to address infinite space problems using finite sequences. It aims to evaluate the correlations between various factors within a system and determine the significance of each factor to the target function. This approach helps to avoid the subjective process of manually assigning weights to factor indicators 40 . In recent years, GRA has been applied in production forecasting and development plan optimization for tight sandstone reservoirs 41 , 42 , 43 , 44 . The specific steps are as follows.

Determine the initial sequence:

where X 0 is the reference sequence, X i is the comparative sequence, i is the number of comparative sequences, m is the number of independent variables, and n is the number of samples.

Normalize the data using the extreme value method:

Calculate the gray correlation coefficient:

Obtain the gray correlation coefficient matrix:

where ρ is the resolution coefficient, which takes values between 0 and 1. A smaller resolution coefficient indicates greater differences between the correlation coefficients and stronger discriminatory power. Usually, ρ is set to 0.5.

Determine the correlation degree. Represent the correlation strength between the series using the average of the n correlation coefficients:

where \(\mathop \varepsilon \nolimits_{{\mathop o\nolimits_{i} }}\) represents the correlation degree between the i -th comparative sequence and the reference sequence.

Determine the weights and rank the correlation degrees. Normalize the correlation degrees to obtain the weight W i of each comparative sequence:

AHP is a methodology that categorizes the factors within a complex problem into interconnected and prioritized levels. This approach facilitates the process of making decisions based on multiple criteria. It is primarily used to determine the weighting coefficients for comprehensive evaluations 45 , 46 , 47 . The process is as follows.

Construction of a judgment matrix: a judgment matrix is constructed to compare the importance of different factors:

where A is the matrix of pairwise comparisons, W is the weight vector, and λ max is the maximum eigenvalue.

Calculation of weights: the weight vector W is determined using the sum-product method.

Consistency check:

where n is the number of elements, I c is the consistency index, I R is the random consistency index, I cR is the consistency ratio, and \(\lambda^{\prime } \max\) is the average of the maximum eigenvalues.

If I cR  < 0.10, the consistency of the judgment matrix is considered acceptable.

EWM is an objective weighting approach that comprehensively examines the underlying patterns and informational value of unprocessed data. It can determine the uncertainty in variables through entropy values, where larger information content corresponds to smaller uncertainty and smaller entropy, and vice versa. The entropy weighting method is characterized by high accuracy and strong objectivity, and many scholars have applied it to oilfield production with good results 48 , 49 . The basic steps are as follows.

Normalize the data and calculate the information entropy:

where E i is the information entropy of the i th indicator, X ij is the value of the i th indicator on the j th sample, and N is the number of samples.

Calculate the weights:

where W i is the weight of the i th indicator, E i is the information entropy of the i th indicator, and M is the number of indicators.

Comprehensive weight coefficient

Weight coefficients can be used to classify and evaluate the reservoir quality effectively, and several methods are currently available to determine the weight coefficients. These include GRA, the expert evaluation method, Q clustering analysis and discriminant analysis, and factor analysis 50 , 51 , 52 . In this research, a comprehensive weight analysis methodology that integrated AHP and EWM was employed. The key advantage of this approach lies in its amalgamation of the subjective AHP analysis and the objective numerical analysis of EWM. This combination helps to mitigate the influence of subjective factors to a certain extent, thereby enhancing the reliability of the data.

where W iAHP is the weight coefficient obtained from the AHP method, and W iEWM is the weight coefficient obtained from the EWM method.

Results and discussion

Evaluation parameter selection.

Tight sandstone reservoirs are influenced by deposition, tectonics, and diagenesis.. These reservoirs demonstrate significant heterogeneity and an intricate distribution of micropore throats. The pore structure plays a crucial role in governing the storage and flow behaviour of the reservoir, where the different shape parameters of the pores govern the micropore structure of the rock formation 53 , 54 , 55 , 56 , 57 . Considering the characteristics above, this study aimed to provide a quantitative characterization of the reservoir by assessing three key aspects: the pore structure, the physical properties, and the pore shape parameters. Twelve parameters were selected to establish the relationship between the initial production capacity index and the pore structure and shape parameters. The actual initial production capacity of the oilfield was used as the indicator.

Sensitivity parameter selection for pore structure characteristics

The selected 52 samples were subjected to high-pressure mercury intrusion experiments using an Auto Pore IV 9530 automatic mercury porosimeter. The sorting coefficient varied between 1.5 and 2.74, with an average of 2.10. The coefficient of variation ranged between 13.94 and 17.32, with a mean value of 15.54. With an average value of 13.86 MPa, the median pressure varied between 10.5 and 18.79 MPa. The average displacement pressure was 1.23 MPa, ranging between 0.09 and 2.57 MPa. The median radius had a mean value of 0.09 μm and varied from 0.05 to 0.15 μm. With a mean value of 84.52%, the maximum mercury saturation varied from 62.77 to 93.76%. With an average of 34.90%, the mercury withdrawal efficiency varied between 16.7 and 46.6%. Overall, the pore structure of the reservoir in the study area was poor, with uneven sorting and poor connectivity among the pore throats, indicating strong heterogeneity. Correlation analysis was conducted on the initial production and mercury intrusion parameters (Fig.  3 ), and it was found that the correlation between the production capacity and permeability and porosity was the strongest, with correlation coefficients (R 2 ) of 0.91 and 0.75, respectively. This is mainly because porosity plays a crucial role in determining the size of the pore space within a reservoir, while permeability governs its flow capacity. In the context of tight sandstone reservoirs, the reservoir quality often depends on favourable pore permeability. The sorting coefficient and coefficient of variation provide insights into the uniformity of the distribution of the pore throat sizes. Higher values of these parameters indicate an improved pore structure and increased reservoir productivity. The median radius and median pressure indicate the pore permeability of the reservoir. A larger median radius and smaller median pressure indicate a larger pore space and stronger flow capacity, resulting in a larger oil production capacity. Therefore, the median radius positively correlates with production, while the median pressure is inversely correlated. The displacement pressure is inversely correlated with production (R 2  = 0.65). This is because displacement pressure refers to the capillary pressure corresponding to the largest connected pore, and a higher displacement pressure means a higher capillary pressure, making it more difficult for fluid to flow through. This indicates that tight oil has poor flow capacity in the reservoir and is more difficult to accumulate and extract. In conclusion, the initial production capacity is sensitive to the porosity, permeability, sorting coefficient, coefficient of variation, median pressure, median radius, and displacement pressure.

Relationship between initial production and porosity, permeability, selectivity coefficient, coefficient of variation, median pressure, median radius, and displacement pressure.

Selection of pore-shape-sensitive parameters

A total of 210 high-resolution SEM images were captured for the 52 samples. The rock core pores were identified and extracted using ImageJ, obtaining pore shape parameters such as the perimeter, circularity, major axis length, aspect ratio, and solidity (Fig.  4 , Table 2 ). The average values of the identified pore shape parameters for each sample were then calculated. It was found that the pore perimeters of the 52 samples varied between 40.3 and 486.2 μm, with a mean value of 250.5 μm. The circularity ranged between 0.11 and 0.96, with a mean value of 0.31. The major axis lengths of the circumscribed ellipses spanned from 42.52 to 221.19 μm, with an average of 111.67 μm. The aspect ratios ranged from 1.14 to 2.92, and the average value was 2.32. The solidity values ranged between 0.09 and 0.89, with an average of 0.67. In general, the pore shape parameters of the tight sandstone reservoirs exhibited a wide range of variation, with relatively large average perimeters, average major axis lengths of the circumscribed ellipses, aspect ratios, and solidity, and with small average circularity (Fig.  5 ). This indicates that the pore shapes in tight sandstone are diverse, predominantly irregular and elongated, with few circular pores. Pearson correlation analysis was conducted between the most sensitive parameters for the prioritized pore structure characteristics and the extracted pore shape parameters (Fig.  6 ). The absolute value of the correlation coefficient always lies between −1 and 1. In this context, a value closer to 1 indicates a stronger positive relationship between the two independent variables, a value closer to -1 indicates a stronger negative relationship between the independent variables, and a value closer to 0 indicates a weak relationship between the variables. A significant and strong correlation (R 2  > 0.5) observed between the different shape parameters of the pores and the mercury injection parameters. This suggests that the shape parameters of the pores play a crucial role in determining the pore structures of tight sandstone reservoirs. In general, the perimeter, circularity, and major axis length of the pores displayed a positive correlation with the porosity (Φ), permeability (K), sorting coefficient (S p ), coefficient of variation (D r ), and median radius (R50). Conversely, they exhibited a negative correlation with the median pressure (P 50 ) and displacement pressure (Pd). On the other hand, the aspect ratio and solidity of the pores were inversely proportional to the porosity, permeability, sorting coefficient, coefficient of variation, and median radius. However, they were positively correlated with the median pressure and displacement pressure. Among them, there was a strong positive correlation (R 2  = 0.914) between the perimeter and porosity and a relatively strong negative correlation (R 2  = –0.766) with the displacement pressure. A larger pore perimeter results in a greater contact area between the reservoir fluid and the solid, facilitating fluid infiltration and storage. Circularity was strongly positively correlated with permeability (R 2  = 0.927) and negatively correlated with the displacement pressure (R 2  = –0.604). This is because larger circularity indicates a closer approximation to circular pores, which typically exhibit a uniform distribution, resulting in improved connectivity and fluid flow. The major axis length was strongly positively correlated with the permeability and porosity because the major axis length of the circumscribed ellipses of pores affects the connectivity and fluid flow path within the pores. A larger major axis length indicates better connectivity between pores, resulting in a more direct fluid flow path and higher permeability. Moreover, a longer major axis length corresponds to a larger pore size and higher porosity. The aspect ratio exhibited a strong negative correlation with the permeability and selectivity coefficient (R 2  = –0.866, R 2  = –0.754, respectively) and a strong positive correlation with the displacement pressure (R 2  = 0.652). As the aspect ratio increases, the pores become narrower and more uneven, resulting in longer and narrower flow channels, making fluid flow more difficult. As a result, the displacement pressure increases, the selectivity coefficient decreases, and the permeability decreases. Solidity exhibited a strong negative correlation with permeability (R 2  = –0.862) and a positive correlation with the displacement pressure (R 2  = 0.574). As the solidity increases, the pore shape becomes more concave, and the roundness deteriorates, making fluid flow between the pores more difficult. In conclusion, it can be observed that the perimeter, circularity, major axis of the circumscribed ellipse, aspect ratio, and solidity of the pores are sensitive to various parameters of mercury intrusion.

Visualization of pore extraction results for rock samples. ( A ) Pore identification (sample no. 1), ( B ) pore extraction (sample no. 1), ( C ) pore identification (sample no. 10), ( D ) pore extraction (sample no. 10), ( E ) pore identification (sample no. 25), ( F ) pore extraction (sample no. 25).

Distribution of pore shape parameters. ( a ) Distribution range of pore perimeter and major axis, ( b ) distribution range of pore circularity, solidity, and aspect ratio.

Correlations between pore structural parameters and pore shape parameters.

Reservoir classification evaluation

Quantitative classification prediction formula.

Based on the results of the GRA, AHP, and EWM, a comprehensive quantitative classification prediction formula was constructed using the superposition principle. This formula was then used to classify and evaluate tight sandstone reservoirs.

where Q is the productivity index, a i is the dimensionless weight coefficients of various parameters, b i,N is the dimensionless normalized parameters, and n is the number of parameters.

Determination of weight coefficients

In this study, the initial production rate directly reflecting the reservoir quality was taken as the fundamental sequence. Seven sensitive parameters, namely, the porosity, permeability, sorting coefficient, coefficient of variation, median pressure, median radius, and displacement pressure, were considered as sub-sequences. The principles and steps of GRA were employed to determine the weights of various parameters, thereby assessing the sensitivity of each factor to the initial production rate (Table 3 ). Combining the correlation degree between the sensitive parameters determined by the gray correlation method and the initial productivity. Then, the parameters were compared in pairs, and values were assigned based on the 9-point scale method. The judgment matrix was obtained by pairwise comparisons of the seven sensitive parameters (Table 4 ). Subsequently, the weight coefficients were determined using the weighted product method within the AHP (Table 5 ). Formula ( 14 ) shows that the judgment matrix I cR  = 0.093 is less than 0.1, meeting the consistency requirements. Subsequently, the EWM analysis method was employed to conduct an objective analysis of each sensitive parameter, resulting in objective weight indices. The comprehensive weight coefficients were calculated using Eq. ( 17 ) (Table 5 ). The formula for the initial productivity and the mercury intrusion sensitivity parameter can be obtained as follows:

where Φ N is the normalized porosity, K N is the normalized permeability, S P,N is the normalized sorting coefficient, Dr, N is the normalized coefficient of variation, P 50,N is the normalized median pressure, R 50,N is the normalized median radius, and P d,N is the normalized displacement pressure.

Then, using the mercury intrusion parameter as the fundamental sequence, five sensitive parameters related to the pore shape, namely, the perimeter, circularity, major axis length, aspect ratio, and solidity, were considered sub-sequences. The correlation between the mercury intrusion parameters and the pore-shape-sensitive parameters was determined using GRA. The comprehensive weight coefficients for each mercury intrusion parameter were calculated using a combination of the AHP and the EWM (Table 6 ). Based on these weight coefficients, the correlation formulas between each mercury intrusion parameter and the pore shape parameters were obtained as follows:

Combined with Formula ( 19 ), the relationship between the initial productivity and pore shape parameters can be obtained:

where P N is the normalized perimeter, C N is the normalized circularity, M N is the normalized major axis, A N is the normalized aspect ratio, and S N is the normalized solidity.

Classification scheme and feature evaluation

Based on the indices Q1, which relate initial productivity to high-pressure mercury intrusion sensitivity parameters, and Q2, which relate initial productivity to pore shape parameters, a classification and evaluation scheme for the Chang 8 tight sandstone reservoir have been determined. As depicted in Fig.  7 , Q1 for type III reservoirs ranges from 0.1 to 0.31, and Q2 ranges between 0.3 and 0.44. For type II reservoirs, Q1 ranges from 0.32 to 0.47, and Q2 ranges from 0.44 to 0.56. For type I reservoirs, Q1 ≥ 0.5 and Q2 ≥ 0.5. Moreover, type I reservoirs can be further divided into type I 1 , comprising high-yield reservoirs, and type I 2 , comprising high-quality reservoirs, with Q1 > 0.7 and Q2 > 0.57 indicating type I 1 high-yield reservoirs. Type I reservoirs are considered optimal for the Chang 8 formation, with 15 out of 52 samples belonging to this type, accounting for 28.8%. The characteristics associated with this type of reservoir include favourable pore permeability, featuring an average porosity of 11.1% and permeability of 0.4 × 10 –3  µm 2 . Additionally, these reservoirs possess a low displacement pressure of 0.62 MPa, a low median pressure of 11.79 MPa, and a relatively high median radius of 0.12 µm. The reservoir exhibits good pore throat selectivity, characterized by a large sorting coefficient (2.5) and variation coefficient (16.43). The average pore perimeter of the reservoir is relatively long (360.30 µm), with good circularity (0.50) and a small aspect ratio (1.92). This indicates that the pore shape is more regular and almost circular. Generally, type II displays moderate petrophysical characteristics, characterized by an average porosity of 8.43% and permeability of 0.1 × 10 –3 µm 2 . Within this classification, 19 samples contribute to 36.54% of the dataset. Compared to type I, this reservoir type has a somewhat higher average displacement pressure and median pressure (1.11 MPa and 13.48 MPa, respectively). The median radius is lower (0.10 µm), and the average sorting coefficient and coefficient of variation are 2.41 and 16.18, respectively, indicating moderate sorting. The average pore perimeter of this reservoir type is smaller than that of type I (261.61 µm), with smaller circularity (0.26) and a larger aspect ratio (2.41). Compared to type I, the pores of type II reservoirs exhibit irregular and more elongated shapes. Type III exhibits poorer petrophysical properties, with an average permeability of 0.06 × 10 –3 μm 2 and porosity of 5.7%, significantly lower than those of type I and type II. There were 18 samples belonging to this type, accounting for 34.62%. This reservoir type has an average displacement pressure of 1.89 MPa and a median pressure of 16.1 MPa, greater than type II. The median radius is the smallest (0.07 µm). The average sorting coefficient and coefficient of variation are 1.81 and 14.7, respectively, indicating poor pore throat sorting. The average pore perimeter is the smallest (147.37 µm), with the poorest circularity (0.19) and the largest aspect ratio (2.56). This indicates that the pores of type III reservoirs are more elongated and slender, making them unfavorable for fluid flow and leading to poor reservoir permeability. In summary, it can be observed that as the reservoir quality deteriorates, the pore structure becomes increasingly worse, and the pore shapes become more complex and variable.

Comprehensive quantitative classification prediction model for the research area of the Chang 8 reservoir.

According to the distribution maps of the well locations and sedimentary microfacies (Figs.  1 c, 8 ), it is observed that type I reservoir wells are mostly found in the northwest of the research region, within the subaqueous distributary channels, exhibiting a zigzag pattern. Most type II reservoir wells are located in the study area's centre, mainly within the middle portions of the subaqueous distributary channel's lateral sand bodies. On the other hand, the relatively poor type III reservoir wells are scattered around the type II reservoirs, with most of them located in the marginal areas adjacent to the interdistributary bay and the edge of the channel’s lateral sand bodies. Therefore, in practical exploration and development, the high-quality reservoirs (type I) in the study area's northwest part should be prioritised.

Planar distribution map of comprehensive quantitative classification for the research area of the Chang 8 reservoir.

Additionally, the main reason for the high productivity of type I 1 reservoirs is the higher content of dissolved pores in type I reservoirs. According to Table 7 and Fig.  9 , samples 3, 15, 16, and 20 from type I reservoirs exhibit significant development of feldspar dissolution pores, intergranular pores, and a small number of rock particles that dissolve pores. The average absolute contents of feldspar dissolution and intergranular pores are 1.2% and 5.15%, respectively. The average face rate is 0.8%, higher than the other samples. The greater the development of feldspar dissolution and intergranular pores, the larger the flow channels and storage space they provide, thus improving the reservoir’s porosity and permeability, resulting in high-productivity reservoirs. The pore shape parameters of samples 3, 15, 16, and 20 were compared with those of the other samples (Table 2 ). It was found that these four samples have longer pore perimeters and major axes, larger shape factor (roundness) coefficients, and relatively smaller aspect ratios and concavity. This indicates that high-productivity reservoirs (type I 1 ) have larger pore perimeters, an increased contact area between the pores and reservoir fluids, higher pore circularity, and more circular shapes favourable for fluid flow and storage. Furthermore, as shown in Fig.  8 , the four high-productivity wells (JY-3, JY-15, JY-16, JY-20) are all located on the main channel of the subaqueous distributary channel. Therefore, from a macro perspective, thicker sand bodies may be another reason for their high productivity.

Porosity structure of type I 1 reservoir. ( A ) Intergranular pores, developed dissolution pores (sample no. 3), ( B ) feldspar dissolution pores (sample no. 20), ( C ) rock fragment dissolution pores (sample no. 15), ( D ) intergranular pores, locally developed dissolution pores (sample no. 16).

Model validation

In order to verify the model, 15 coring wells in Jiyuan Chang 8 reservoir were selected. High-pressure mercury intrusion tests, scanning electron microscopy, and thin-section casting experiments were conducted on corresponding samples to extract the pore shape parameters. Next, the comprehensive indices Q1 and Q2, for reservoir categorization, were determined using the GRA, the AHP, and the EWM. Finally, the accuracy of the classification results was compared with that of the existing oil test parameters. As shown in Fig.  10 , three wells were classified as type I reservoirs, with an average initial yield of 5.73 t/d. Six wells were classified as type II reservoirs, with an average initial yield lower than type I at 3.52 t/d. One well was misclassified, deviating from the expected value. Five wells were classified as type III reservoirs, with the lowest average initial yield of 1.32 t/d. The quantitative evaluation of the comprehensive parameters matched the actual production capacity results, demonstrating a high matching rate of 93.3%. Compared to conventional models by other scholars for tight sandstone reservoirs, this model establishes a direct connection between actual oilfield production data, microscale pore shape parameters, and pore structure parameters, leading to quantitative reservoir classification evaluation 58 , 59 , 60 . It demonstrates higher and more stable classification accuracy.

Comparative analysis of the integrated quantitative classification prediction for the Chang 8 reservoir.

Conclusions

Tight sandstone reservoirs display significant heterogeneity and intricate microscopic pore structures, which impact the accuracy of reservoir assessment. This study employed scanning electron microscopy, thin section analysis, and high-pressure mercury intrusion data as samples. It utilized image recognition technology and machine learning methods to develop a novel classification and evaluation system for tight sandstone reservoirs based on microscopic pore structures. This method utilizes minimal experimental data, is cost-effective, demonstrates relatively high model accuracy, and is particularly suitable for tight sandstone reservoirs. The research conclusions are as follows:

By analyzing high pressure mercury parameters, scanning electron microscopy images, and thin sections of the study area in the Chang 8 reservoir, a comprehensive quantitative classification prediction model for tight sandstone reservoirs was established. The model was constructed using twelve sensitive parameters: porosity, permeability, sorting coefficient, coefficient of variation, median pressure, median radius, displacement pressure, pore perimeter, circularity, major axis length, aspect ratio, and solidity, all extracted using image recognition technology.

The case study based on the comprehensive quantitative classification prediction model showed that Q1 ≥ 0.5 and Q2 ≥ 0.5 corresponded to type I reservoirs, while Q1 > 0.7 and Q2 > 0.57 corresponded to type I 1 high-yield reservoirs. When 0.32 < Q1 < 0.47 and 0.44 < Q2 < 0.56, a type II reservoir was identified. When 0.1 < Q1 < 0.32 and 0.3 < Q2 < 0.44, a type III reservoir was identified. Additionally, the presence of high-content dissolution pores, intergranular pores, and larger pore perimeters, as well as higher pore circularity, were the main factors contributing to high-yield reservoirs (type I 1 ). The model was validated, achieving an overall accuracy of 93.3%, which indicates its effectiveness in predicting the classification and evaluation of tight reservoirs.

Reservoir quality is influenced by the pore structure characteristics and shape parameters. In tight sandstone reservoirs, the productivity is positively correlated with the porosity, permeability, sorting coefficient, coefficient of variation, and median radius, but negatively correlated with the median pressure and displacement pressure. The perimeter, circularity, and major axis length of the pores are positively correlated with the porosity, permeability, sorting coefficient, coefficient of variation, and median radius, but negatively correlated with the median pressure and displacement pressure.

Type I reservoir wells were primarily found in the northwest of the research region, within the subaqueous distributary channels, exhibiting a zigzag pattern. The majority of type II reservoir wells were located in the study area's center, mostly within the middle portions of the subaqueous distributary channel’s lateral sand bodies. In contrast, the relatively inferior type III reservoir wells were dispersed among the type II reservoirs, primarily situated in the marginal zones bordering the interdistributary bay and the periphery of the channel’s lateral sand bodies. Therefore, in terms of practical exploration and development, priority should be given to the superior reservoirs (type I) in the northwestern sector of the research region.

The evaluation results of the quantitative classification of tight sandstone reservoirs using machine learning are generally consistent with previous multiparameter conventional evaluation studies. However, this approach effectively integrates macroscopic and microscopic parameters, resulting in higher model accuracy, easier operation, and lower costs. It is particularly suitable for large-scale quality assessments of tight sandstone reservoirs, offering essential guidance for further exploration in the study area and other similar reservoirs.

Data availability

The data that support the findings of this study are available from the corresponding author upon reasonable request.

Abbreviations

Analytic hierarchy process

Grey relational analysis

Entropy weight method

X-ray diffraction

Scanning electron microscopy

Fine-grained lithic feldspar sandstone

Fine-grained feldspar lithic sandstone

Fine-grained feldspar sandstone

Grey correlation analysis, clustering ensemble, and the Kriging model combined with macro geological parameters

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Acknowledgements

This research was sponsored by Natural Science Basic Research Plan in Shaanxi Province of China (Grant No. 2017JM4013; Grant No. 2020JQ-798).

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State Key Laboratory of Continental Dynamics, Northwest University, Xi’an, 710069, China

Xinglei Song, Congjun Feng, Xinhui Pan & Yanlong Ge

Department of Geology, Northwest University, No. 229, Taibai North Road, Xi’an, 710069, Shaanxi, China

School of Petroleum Engineering, Xi’an Shiyou University, Xi’an, 710065, China

Engineering Research Center of Development and Management for Low to Ultra-Low Permeability Oil & Gas Reservoirs in West China, Ministry of Education, Xi’an, 710065, China

Xi’an Key Laboratory of Tight Oil (Shale Oil) Development, Xi’an, 710065, China

PetroChina Research Institute of Petroleum Exploration & Development, Beijing, 100083, People’s Republic of China

School of Petroleum Engineering and Environmental Engineering, Yan’an University, Yan’an, 716000, China

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Xinglei Song: Investigation, Formal analysis, Conceptualization, Data Curation, Writing-Original Draft; Congjun Feng: Writing-Review & Editing, Supervision, Funding acquisition,Methodology; Teng Li: Investigation, Resources, Data Curation, Writing-Review & Editing; Qin Zhang: Investigation, Resources, Data Curation; Xinhui Pan: Supervision, Project administration; Mengsi Sun: Supervision, Writing-Review & Editing, Project administration; Yanlong Ge: Investigation, Resources, Data Curation. All authors have read and agreed to the published version of the manuscript.

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Correspondence to Congjun Feng .

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Song, X., Feng, C., Li, T. et al. Quantitative classification evaluation model for tight sandstone reservoirs based on machine learning. Sci Rep 14 , 20712 (2024). https://doi.org/10.1038/s41598-024-71351-0

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Received : 22 April 2024

Accepted : 27 August 2024

Published : 05 September 2024

DOI : https://doi.org/10.1038/s41598-024-71351-0

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