RESEARCH RESOURCES

Practical tools for doing the work.

Research resources are most useful when they make reasoning visible. F1RMA Scholar therefore combines explanations, worked examples, proper tables and visual research aids so that a researcher can see not only what to do, but why a particular decision is defensible.

SAMPLE SIZE & STATISTICAL PLANNING

Choose the formula that matches the research design.

There is no single universal sample-size formula. The appropriate calculation depends on what the study is trying to estimate or compare, the type of outcome, the population structure, the expected effect and the planned analysis. F1RMA Scholar therefore separates calculators by research design rather than applying one survey equation to every study.

Research objectiveRecommended calculatorMethodological basisMain inputs
Estimate a population proportionPopulation proportion / CochranCochran-style proportion estimationConfidence, precision, expected proportion, population size
Calculate precision from an existing sampleMargin of errorNormal approximation for a proportionConfidence, sample size, proportion, population size
Use a simplified finite-population ruleYamaneSimplified finite-population formulaPopulation size, precision
Finite population with explicit confidence and proportionKrejcie & MorganKrejcie & Morgan (1970)Population, confidence, proportion, accuracy
Estimate a population meanMean estimationNormal-approximation precision formulaConfidence, expected SD, desired precision
Compare two group meansTwo meansPower-based two-group approximationAlpha, power, SD, minimum difference
Compare two proportionsTwo proportionsPower-based two-proportion approximationAlpha, power, p1, p2
Detect a correlationCorrelationFisher z transformationAlpha, power, expected r
Estimate prevalencePrevalence studyProportion formula with design adjustmentsPrevalence, precision, design effect, non-response
Schools, clinics, villages or other clustersCluster adjustmentDesign effect: 1 + (m−1)ρBase sample, cluster size, ICC
Longitudinal follow-upAttrition adjustmentRetention adjustmentRequired final sample, expected attrition

CORE SURVEY FORMULA

Population proportion / Cochran-style calculation

n₀ = Z²p(1−p) / e²

For a known finite population, adjust the initial result using:

n = n₀ / [1 + (n₀−1)/N]
n required sampleN population sizeZ critical valuep expected population proportione desired margin of error

When the expected proportion is unknown, 50% is commonly used because it produces the largest variance and therefore a conservative sample requirement under this formula. A non-response allowance should be applied to the recruitment target, not confused with the minimum completed sample.

F1RMA RESEARCH CALCULATOR

Calculate the sample size for your research design.

The result is a planning aid. It does not replace methodological judgement, study-specific power analysis, ethics requirements or specialist statistical advice for complex designs.

STEP 2
↓

Enter your study values

Complete the fields on the left, then press Calculate sample size to generate the required sample and explanation.

COMING NEXT

Linear Regression Power

Plan around expected effect size, number of predictors, alpha and statistical power.

COMING NEXT

Logistic Regression

Plan binary-outcome models using event rate, predictor count and model complexity.

COMING NEXT

Case-Control & Cohort

Study-specific epidemiological calculators based on expected risks, odds ratios and allocation ratios.

COMING NEXT

Survival Analysis

Plan around anticipated events, hazard ratios, alpha and power for time-to-event studies.

01 · LITERATURE REVIEW MATRIX

Compare studies instead of reading them in isolation.

A literature review matrix turns disconnected reading notes into a comparative evidence structure. Its value lies in what becomes visible across studies: repeated findings, contradictions, contextual differences, methodological concentration and unresolved questions. This supports synthesis because the researcher is no longer asking only, “What did this paper find?” but also, “How does this paper relate to the rest of the evidence?”

StudyContextDesignSampleMain findingLimitationRelevance
Study AUrban SMEsCross-sectional survey320Perceived usefulness predicted adoption.Urban sample only.Establishes usefulness as a candidate predictor.
Study BRural enterprisesInterviews28Connectivity and agent access constrained use.Small qualitative sample.Identifies infrastructural mechanisms.
Study CUrban + ruralLongitudinal410Initial adoption did not always lead to continued use.One-country study.Suggests adoption and sustained use should be separated.

Read vertically and the table gives three summaries. Read horizontally and a more interesting pattern emerges: the studies differ in context, design and whether they examine initial or continued use. That is where a defensible research gap begins to emerge. PRISMA 2020 similarly emphasises transparent identification and selection of evidence because synthesis is only as credible as the evidence base from which it is built (Page et al., 2021).

02 · OBJECTIVE-TO-DATA ALIGNMENT

Every research objective should have a visible route to evidence.

An alignment matrix tests whether the study can actually answer its own objectives. The principle is simple: each objective should connect logically to a construct or variable, a source of evidence, a measurement approach and an analysis.

Research objectiveConstruct / variableEvidence requiredInstrument / sourceAnalysisExpected output
Determine students' level of satisfaction with online learning.SatisfactionIndividual ratings5-point Likert questionnaireFrequencies, median/mean, dispersionSatisfaction profile
Examine whether internet access is related to platform use.Internet access + usageAccess indicators and use frequencyQuestionnaire + system recordsCorrelation/regression as appropriateStrength and direction of association
Explore reasons students disengage.Student experienceDetailed explanationsSemi-structured interviewsThematic analysisThemes explaining disengagement

03 · SAMPLING BIAS VISUAL

A large sample can still misrepresent the population.

Consider an illustrative university survey where digitally active students are more likely to respond to an online voluntary questionnaire. The achieved sample can be large while still underrepresenting students with poor digital access.

Population versus achieved sampleIllustrative percentages
PopulationAchieved sample
30%
55%
45%
35%
25%
10%

The problem is not the number of responses; it is the selection mechanism. If low-access students are systematically less likely to enter the sample, the final dataset may overstate the accessibility or usefulness of the digital service being studied.

04 · SAMPLE SIZE

A calculator can estimate a number; it cannot design the study.

Sample-size calculations depend on assumptions such as confidence level, margin of error, expected proportion, design effect, statistical power and anticipated non-response. Researchers should therefore report not only the final number but the assumptions that produced it.

AssumptionIllustrative valueWhy it matters
Population5,000Defines the finite population from which participants may be selected.
Confidence level95%Defines the confidence procedure used for interval estimation.
Margin of error5%Sets the desired precision under the specified assumptions.
Expected proportion50%Often used as a conservative assumption when prevalence is unknown.
Non-response allowance+15%Increases the recruitment target where not everyone is expected to respond.
Why sample size eventually levels offConceptual illustration, not a calculator output
Population size →Required sample →

05 · QUESTIONNAIRE PLANNING MATRIX

Map objectives to constructs before writing questions.

Questionnaire design should begin with measurement logic rather than a list of interesting questions. The researcher first identifies the objective, defines the construct, selects an indicator and only then writes the item.

ConstructIndicatorProposed itemResponse formatPlanned use
Internet accessReliabilityMy internet connection is reliable enough for online learning.1–5 LikertComposite access measure
Internet accessAffordabilityThe cost of internet limits my participation in online learning.1–5 LikertBarrier analysis
Ease of useNavigationI find the learning platform easy to navigate.1–5 LikertUsability score

The CDC's questionnaire evaluation work stresses that respondents may interpret wording differently from what researchers intend. Cognitive interviewing can therefore be used to examine how respondents understand a question, retrieve information and decide on an answer (CDC, n.d.).

06 · RESEARCH TIMELINE

A useful timeline shows dependencies, not just dates.

Research stages do not all run independently. Ethics approval may need to be completed before a pilot, the pilot before full data collection, and data cleaning before analysis. A timeline should therefore show the sequence and overlap of activities.

Research activityOctNovDecJanFebMar
Proposal revision
Ethics approval
Pilot testing
Data collection
Analysis
Final writing
Ethics approval→Pilot→Data collection→Cleaning→Analysis

07 · THEMATIC ANALYSIS WORKSHEET

Show how interpretation develops from the raw data.

A theme should capture patterned meaning rather than merely rename a topic. A structured worksheet makes the analytic trail visible.

Raw participant statementInitial codeCategoryThemeInterpretation
“Sometimes I wait two weeks before my supervisor responds.”Delayed responsesCommunication delaysFragmented supervisory supportSupport is inconsistent across time.
“One meeting tells me to change it, the next tells me to change it back.”Conflicting feedbackInconsistent guidanceFragmented supervisory supportStudents experience unstable academic direction.
“I don't know when I am allowed to contact my supervisor.”Unclear expectationsAccess uncertaintyFragmented supervisory supportSupervisory boundaries are poorly communicated.

08 · STATISTICAL SIGNIFICANCE

A smaller p-value does not mean a stronger relationship.

Consider two illustrative studies. Both are statistically significant, but the size of the observed relationships is very different.

StudySample sizeCorrelationp-valueInterpretation
Study A120r = .42.003Moderate relationship; statistically significant.
Study B4,000r = .08<.001Very small relationship; statistically significant.
Effect-size comparisonIllustrative correlations

The correct interpretation considers effect size, confidence intervals, design, measurement quality and substantive importance. Statistical significance is only one part of the evidential argument.

09 · DATA CLEANING CHECKLIST

Analysis software cannot rescue poorly prepared data.

Data-quality issueExampleWhy it mattersAction
Missing data18% missing income valuesMay bias estimates if missingness is systematic.Investigate pattern before choosing treatment.
Impossible valueAge = 248Likely entry or coding error.Verify against the source record.
Duplicate recordSame participant ID twiceCan inflate the apparent sample.Investigate and remove confirmed duplicate.
Invalid codeLikert response = 8 on a 1–5 scaleBreaks measurement rules.Check against original response.
OutlierIncome 20× sample medianCould be genuine or erroneous.Verify before excluding.

SPSS, R, Stata or Excel will calculate statistics from incorrectly coded data without knowing that the values are conceptually wrong. Software accuracy is therefore not the same as research accuracy.

10 · SUPERVISOR FEEDBACK TRACKER

Track corrections as research decisions, not scattered comments.

Supervisor commentLocationAction requiredStatusEvidence of change
Problem is too broad.Chapter 1, p. 7Narrow population and context.DoneProblem paragraph rewritten.
Explain theory choice.Chapter 2, p. 31Add comparative justification.In progressTwo competing theories reviewed.
Sampling frame unclear.Chapter 3, p. 48Define accessible population and frame.Pending—

The final column matters because “Done” is not evidence. The researcher should be able to identify what changed and where the correction was addressed.

11 · DISSERTATION PROGRESS AUDIT

Measure research readiness, not just word count.

A dissertation can contain thousands of words and still be methodologically incomplete. Progress should therefore reflect the readiness of each research component rather than document length alone.

Illustrative research readiness profileExample only

12 · RESEARCH DECISION LOG

Create an audit trail for important methodological changes.

Research often changes during implementation. A decision log records why an item was removed, why a sample changed, why a variable was recoded or why an analytical procedure was revised. This improves transparency and later makes the methodology and limitations sections easier to write. The National Academies of Sciences, Engineering, and Medicine (2019) emphasise the importance of transparent methodological and analytical decisions for credible and reproducible research.

DecisionReasonEvidence / sourceDate
Exclude participants under 18.Ethics and study scope.Approved protocol.08 Sep 2026
Add interview question on transport cost.Issue emerged during pilot.Pilot notes.16 Sep 2026
Use Spearman correlation.Distribution and scale characteristics did not support the originally planned Pearson analysis.Diagnostic results.01 Oct 2026

RESOURCE COLLECTIONS

Use the right resource for the stage of your research.

Plan the StudyResearch Question CheckerProblem Statement BuilderObjective Alignment MatrixResearch Timeline PlannerResearch Decision Log
Review the EvidenceLiterature Review MatrixSearch LogSource Appraisal ChecklistResearch Gap WorksheetReference Verification Checklist
Collect Better DataSampling PlanSample Size GuideQuestionnaire Planning MatrixPilot-Test ChecklistInterview Guide Builder
Analyse & CompleteData Cleaning ChecklistStatistical Test PlannerThematic Analysis WorksheetSupervisor Feedback TrackerDissertation Progress Audit

REFERENCES & FURTHER READING

Page, M. J., McKenzie, J. E., Bossuyt, P. M., et al. (2021). The PRISMA 2020 statement: An updated guideline for reporting systematic reviews. BMJ, 372, n71. https://doi.org/10.1136/bmj.n71

Centers for Disease Control and Prevention. (n.d.). Collaborating Center for Questionnaire Design and Evaluation Research. CDC CCQDER

National Academies of Sciences, Engineering, and Medicine. (2019). Reproducibility and replicability in science. National Academies Press. https://doi.org/10.17226/25303