Use the SRM Research Project Planner

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This series of posts corresponds to the 2018 SAGE Research Methods Open House. If you would like to access the SAGE e-books, articles, case studies, videos, and datasets mentioned in these posts, explore SAGE Research Methods with a free trial.

SAGE Research Methods includes a number of specialized features to help researchers. Other posts have explored Methods Maps, Reading Lists and navigation tools that invite you to explore within your discipline or across disciplines. The Project Planner is another unique SRM feature.

You can find the Project Planner in the drop-down menu on the front page of SAGE Research Methods. Project Planner materials will also appear in site search results.

You might imagine that a Research Project planner is some kind of spreadsheet or scheduling template. While those kinds of tools might be helpful at some point, if you don’t know where you’re going it is hard to know how to map the journey.  The SAGE Project Planner is set of materials designed to help you see what needs to be included in a research planning process.

Project Planner topics


When you open your Project Planner you will see a menu on the left-hand side of the screen. These buttons correspond to important stages of research design.

Within each topic area you will find clear  explanations, definitions of important terms, key questions, practical steps, links to other resources, and a checklist. Each section can be read online or downloaded in a PDF format.


Checklist questions can help to focus meetings with your thesis or dissertation supervisor, or provide the basis for discussions with research clients or research collaborators.




The Project Planner is a flexible set of materials you can use in conjunction with other proposal documents.


During the SRM Open House, you can read, download, and try out the Project Planner free. If your college or university library has SAGE Research Methods, you can find and use this tool to help improve your thesis, dissertation, or professional research projects.

To find additional dissertation and thesis guides and materials on SAGE Research Methods, see this Reading List. 


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