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How To Write The Methodology Chapter
A plain-language explainer – with practical examples.
Overview: The Methodology Chapter
- The purpose of the methodology chapter
- Why you need to craft this chapter (really) well
- How to write and structure the chapter
- Methodology chapter example
- Essential takeaways
What (exactly) is the methodology chapter?
The methodology chapter is where you outline the philosophical foundations of your research and detail the specific methodological choices you’ve made. In other words, the purpose of this chapter is to explain exactly how you designed your study and, just as importantly, why you made those choices.
Your methodology chapter should comprehensively describe and justify all the methodological decisions involved in your study. For instance, the research approach you took (qualitative, quantitative, or mixed methods), your sampling strategy (who you collected data from), how you gathered your data, and how you analysed it. If that sounds a bit daunting, don’t worry – we’ll walk you through all these methodological aspects in this post .
Why is the methodology chapter important?
The methodology chapter plays two important roles in your dissertation or thesis:
Firstly, it demonstrates your understanding of research theory, which is what earns you marks. A flawed research design or methodology would mean flawed results. So, this chapter is vital as it allows you to show the marker that you know what you’re doing and that your results are credible .
Secondly, the methodology chapter is what helps to make your study replicable. In other words, it allows other researchers to undertake your study using the same methodological approach, and compare their findings to yours. This is very important within academic research, as each study builds on previous studies.
The methodology chapter is also important in that it allows you to identify and discuss any methodological issues or problems you encountered (i.e., research limitations ), and to explain how you mitigated the impacts of these.
Now, it’s important to understand that every research project has its limitations , so it’s important to acknowledge these openly and highlight your study’s value despite its limitations . Doing so demonstrates your understanding of research design, which will earn you marks.
Need a helping hand?
How to write up the methodology chapter
First off, it’s worth noting that the exact structure and contents of the methodology chapter will vary depending on the field of research (e.g., humanities, chemistry or engineering) as well as the university . So, be sure to always check the guidelines provided by your institution for clarity and, if possible, review past dissertations from your university. Here we’re going to discuss a generic structure for a methodology chapter typically found in the sciences.
Before you start writing, it’s always a good idea to draw up a rough outline to guide your writing. Don’t just start writing without knowing what you’ll discuss where. If you do, you’ll likely end up with a disjointed, ill-flowing narrative . You’ll then waste a lot of time rewriting in an attempt to try to stitch all the pieces together. Do yourself a favour and start with the end in mind .
Section 1 – Introduction
As with all chapters in your dissertation or thesis, the methodology chapter should have a brief introduction. In this section, you should remind your readers what the focus of your study is, especially the research aims . As we’ve discussed many times on the blog, your methodology needs to align with your research aims, objectives and research questions. Therefore, it’s useful to frontload this component to remind the reader (and yourself!) what you’re trying to achieve.
In this section, you can also briefly mention how you’ll structure the chapter. This will help orient the reader and provide a bit of a roadmap so that they know what to expect. You don’t need a lot of detail here – just a brief outline will do.
Section 2 – The Methodology
The next section of your chapter is where you’ll present the actual methodology. In this section, you need to detail and justify the key methodological choices you’ve made in a logical, intuitive fashion. Importantly, this is the heart of your methodology chapter, so you need to get specific – don’t hold back on the details here. This is not one of those “less is more” situations.
Let’s take a look at the most common components you’ll likely need to cover.
Methodological Choice #1 – Research Philosophy
Research philosophy refers to the underlying beliefs (i.e., the worldview) regarding how data about a phenomenon should be gathered , analysed and used . The research philosophy will serve as the core of your study and underpin all of the other research design choices, so it’s critically important that you understand which philosophy you’ll adopt and why you made that choice. If you’re not clear on this, take the time to get clarity before you make any further methodological choices.
While several research philosophies exist, two commonly adopted ones are positivism and interpretivism . These two sit roughly on opposite sides of the research philosophy spectrum.
Positivism states that the researcher can observe reality objectively and that there is only one reality, which exists independently of the observer. As a consequence, it is quite commonly the underlying research philosophy in quantitative studies and is oftentimes the assumed philosophy in the physical sciences.
Contrasted with this, interpretivism , which is often the underlying research philosophy in qualitative studies, assumes that the researcher performs a role in observing the world around them and that reality is unique to each observer . In other words, reality is observed subjectively .
These are just two philosophies (there are many more), but they demonstrate significantly different approaches to research and have a significant impact on all the methodological choices. Therefore, it’s vital that you clearly outline and justify your research philosophy at the beginning of your methodology chapter, as it sets the scene for everything that follows.
The next thing you would typically discuss in your methodology section is the research type. The starting point for this is to indicate whether the research you conducted is inductive or deductive .
Inductive research takes a bottom-up approach , where the researcher begins with specific observations or data and then draws general conclusions or theories from those observations. Therefore these studies tend to be exploratory in terms of approach.
Conversely , d eductive research takes a top-down approach , where the researcher starts with a theory or hypothesis and then tests it using specific observations or data. Therefore these studies tend to be confirmatory in approach.
Related to this, you’ll need to indicate whether your study adopts a qualitative, quantitative or mixed approach. As we’ve mentioned, there’s a strong link between this choice and your research philosophy, so make sure that your choices are tightly aligned . When you write this section up, remember to clearly justify your choices, as they form the foundation of your study.
Methodological Choice #3 – Research Strategy
Next, you’ll need to discuss your research strategy (also referred to as a research design ). This methodological choice refers to the broader strategy in terms of how you’ll conduct your research, based on the aims of your study.
Several research strategies exist, including experimental , case studies , ethnography , grounded theory, action research , and phenomenology . Let’s take a look at two of these, experimental and ethnographic, to see how they contrast.
Experimental research makes use of the scientific method , where one group is the control group (in which no variables are manipulated ) and another is the experimental group (in which a specific variable is manipulated). This type of research is undertaken under strict conditions in a controlled, artificial environment (e.g., a laboratory). By having firm control over the environment, experimental research typically allows the researcher to establish causation between variables. Therefore, it can be a good choice if you have research aims that involve identifying causal relationships.
Ethnographic research , on the other hand, involves observing and capturing the experiences and perceptions of participants in their natural environment (for example, at home or in the office). In other words, in an uncontrolled environment. Naturally, this means that this research strategy would be far less suitable if your research aims involve identifying causation, but it would be very valuable if you’re looking to explore and examine a group culture, for example.
The next thing you’ll need to detail in your methodology chapter is the time horizon. There are two options here: cross-sectional and longitudinal . In other words, whether the data for your study were all collected at one point in time (cross-sectional) or at multiple points in time (longitudinal).
The choice you make here depends again on your research aims, objectives and research questions. If, for example, you aim to assess how a specific group of people’s perspectives regarding a topic change over time , you’d likely adopt a longitudinal time horizon.
Another important factor to consider is simply whether you have the time necessary to adopt a longitudinal approach (which could involve collecting data over multiple months or even years). Oftentimes, the time pressures of your degree program will force your hand into adopting a cross-sectional time horizon, so keep this in mind.
Methodological Choice #5 – Sampling Strategy
Next, you’ll need to discuss your sampling strategy . There are two main categories of sampling, probability and non-probability sampling.
Probability sampling involves a random (and therefore representative) selection of participants from a population, whereas non-probability sampling entails selecting participants in a non-random (and therefore non-representative) manner. For example, selecting participants based on ease of access (this is called a convenience sample).
The right sampling approach depends largely on what you’re trying to achieve in your study. Specifically, whether you trying to develop findings that are generalisable to a population or not. Practicalities and resource constraints also play a large role here, as it can oftentimes be challenging to gain access to a truly random sample. In the video below, we explore some of the most common sampling strategies. https://www.youtube.com/watch?v=fSmedyVv-Us Video can't be loaded because JavaScript is disabled: How to use Mendeley Desktop, Web Importer & MS Word Plugin (Full Tutorial) (https://www.youtube.com/watch?v=fSmedyVv-Us) Methodological Choice #6 – Data Collection Method
Next up, you’ll need to explain how you’ll go about collecting the necessary data for your study. Your data collection method (or methods) will depend on the type of data that you plan to collect – in other words, qualitative or quantitative data.
Typically, quantitative research relies on surveys , data generated by lab equipment, analytics software or existing datasets. Qualitative research, on the other hand, often makes use of collection methods such as interviews , focus groups , participant observations, and ethnography.
So, as you can see, there is a tight link between this section and the design choices you outlined in earlier sections. Strong alignment between these sections, as well as your research aims and questions is therefore very important.
Methodological Choice #7 – Data Analysis Methods/Techniques
The final major methodological choice that you need to address is that of analysis techniques . In other words, how you’ll go about analysing your date once you’ve collected it. Here it’s important to be very specific about your analysis methods and/or techniques – don’t leave any room for interpretation. Also, as with all choices in this chapter, you need to justify each choice you make.
With the key methodological choices outlined and justified, the next step is to discuss the limitations of your design. No research methodology is perfect – there will always be trade-offs between the “ideal” methodology and what’s practical and viable, given your constraints. Therefore, this section of your methodology chapter is where you’ll discuss the trade-offs you had to make, and why these were justified given the context.
Methodological limitations can vary greatly from study to study, ranging from common issues such as time and budget constraints to issues of sample or selection bias . For example, you may find that you didn’t manage to draw in enough respondents to achieve the desired sample size (and therefore, statistically significant results), or your sample may be skewed heavily towards a certain demographic, thereby negatively impacting representativeness .
In this section, it’s important to be critical of the shortcomings of your study. There’s no use trying to hide them (your marker will be aware of them regardless). By being critical, you’ll demonstrate to your marker that you have a strong understanding of research theory, so don’t be shy here. At the same time, don’t beat your study to death . State the limitations, why these were justified, how you mitigated their impacts to the best degree possible, and how your study still provides value despite these limitations .
Section 4 – Concluding Summary
Finally, it’s time to wrap up the methodology chapter with a brief concluding summary. In this section, you’ll want to concisely summarise what you’ve presented in the chapter. Here, it can be a good idea to use a figure to summarise the key decisions, especially if your university recommends using a specific model (for example, Saunders’ Research Onion ).
Methodology Chapter Example
In the video below, we walk you through an example of a high-quality research methodology chapter from a dissertation. We also unpack our free methodology chapter template so that you can see how best to structure your chapter.
Wrapping Up
And there you have it – the methodology chapter in a nutshell. As we’ve mentioned, the exact contents and structure of this chapter can vary between universities , so be sure to check in with your institution before you start writing. If possible, try to find dissertations or theses from former students of your specific degree program – this will give you a strong indication of the expectations and norms when it comes to the methodology chapter (and all the other chapters!).
Also, remember the golden rule of the methodology chapter – justify every choice ! Make sure that you clearly explain the “why” for every “what”, and reference credible methodology textbooks or academic sources to back up your justifications.
If you need a helping hand with your research methodology (or any other component of your research), be sure to check out our private coaching service , where we hold your hand through every step of the research journey. Until next time, good luck!
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Research Design | Step-by-Step Guide with Examples
Published on 5 May 2022 by Shona McCombes . Revised on 20 March 2023.
A research design is a strategy for answering your research question using empirical data. Creating a research design means making decisions about:
- Your overall aims and approach
- The type of research design you’ll use
- Your sampling methods or criteria for selecting subjects
- Your data collection methods
- The procedures you’ll follow to collect data
- Your data analysis methods
A well-planned research design helps ensure that your methods match your research aims and that you use the right kind of analysis for your data.
Table of contents
Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, frequently asked questions.
- Introduction
Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.
There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities – start by thinking carefully about what you want to achieve.
The first choice you need to make is whether you’ll take a qualitative or quantitative approach.
Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.
Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.
It’s also possible to use a mixed methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.
Practical and ethical considerations when designing research
As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .
- How much time do you have to collect data and write up the research?
- Will you be able to gain access to the data you need (e.g., by travelling to a specific location or contacting specific people)?
- Do you have the necessary research skills (e.g., statistical analysis or interview techniques)?
- Will you need ethical approval ?
At each stage of the research design process, make sure that your choices are practically feasible.
Prevent plagiarism, run a free check.
Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.
Types of quantitative research designs
Quantitative designs can be split into four main types. Experimental and quasi-experimental designs allow you to test cause-and-effect relationships, while descriptive and correlational designs allow you to measure variables and describe relationships between them.
With descriptive and correlational designs, you can get a clear picture of characteristics, trends, and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).
Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.
Types of qualitative research designs
Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.
The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analysing the data.
Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.
In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.
Defining the population
A population can be made up of anything you want to study – plants, animals, organisations, texts, countries, etc. In the social sciences, it most often refers to a group of people.
For example, will you focus on people from a specific demographic, region, or background? Are you interested in people with a certain job or medical condition, or users of a particular product?
The more precisely you define your population, the easier it will be to gather a representative sample.
Sampling methods
Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.
To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalise your results to the population as a whole.
Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.
For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.
Case selection in qualitative research
In some types of qualitative designs, sampling may not be relevant.
For example, in an ethnography or a case study, your aim is to deeply understand a specific context, not to generalise to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.
In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question.
For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.
Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.
You can choose just one data collection method, or use several methods in the same study.
Survey methods
Surveys allow you to collect data about opinions, behaviours, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews.
Observation methods
Observations allow you to collect data unobtrusively, observing characteristics, behaviours, or social interactions without relying on self-reporting.
Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.
Other methods of data collection
There are many other ways you might collect data depending on your field and topic.
If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what data collection methods they used.
Secondary data
If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected – for example, datasets from government surveys or previous studies on your topic.
With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.
Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.
However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.
As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.
Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are reliable and valid.
Operationalisation
Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalisation means turning these fuzzy ideas into measurable indicators.
If you’re using observations , which events or actions will you count?
If you’re using surveys , which questions will you ask and what range of responses will be offered?
You may also choose to use or adapt existing materials designed to measure the concept you’re interested in – for example, questionnaires or inventories whose reliability and validity has already been established.
Reliability and validity
Reliability means your results can be consistently reproduced , while validity means that you’re actually measuring the concept you’re interested in.
For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.
If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.
Sampling procedures
As well as choosing an appropriate sampling method, you need a concrete plan for how you’ll actually contact and recruit your selected sample.
That means making decisions about things like:
- How many participants do you need for an adequate sample size?
- What inclusion and exclusion criteria will you use to identify eligible participants?
- How will you contact your sample – by mail, online, by phone, or in person?
If you’re using a probability sampling method, it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?
If you’re using a non-probability method, how will you avoid bias and ensure a representative sample?
Data management
It’s also important to create a data management plan for organising and storing your data.
Will you need to transcribe interviews or perform data entry for observations? You should anonymise and safeguard any sensitive data, and make sure it’s backed up regularly.
Keeping your data well organised will save time when it comes to analysing them. It can also help other researchers validate and add to your findings.
On their own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyse the data.
Quantitative data analysis
In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarise your sample data, make estimates, and test hypotheses.
Using descriptive statistics , you can summarise your sample data in terms of:
- The distribution of the data (e.g., the frequency of each score on a test)
- The central tendency of the data (e.g., the mean to describe the average score)
- The variability of the data (e.g., the standard deviation to describe how spread out the scores are)
The specific calculations you can do depend on the level of measurement of your variables.
Using inferential statistics , you can:
- Make estimates about the population based on your sample data.
- Test hypotheses about a relationship between variables.
Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.
Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.
Qualitative data analysis
In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.
Two of the most common approaches to doing this are thematic analysis and discourse analysis .
There are many other ways of analysing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.
A sample is a subset of individuals from a larger population. Sampling means selecting the group that you will actually collect data from in your research.
For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.
Statistical sampling allows you to test a hypothesis about the characteristics of a population. There are various sampling methods you can use to ensure that your sample is representative of the population as a whole.
Operationalisation means turning abstract conceptual ideas into measurable observations.
For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioural avoidance of crowded places, or physical anxiety symptoms in social situations.
Before collecting data , it’s important to consider how you will operationalise the variables that you want to measure.
The research methods you use depend on the type of data you need to answer your research question .
- If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
- If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
- If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.
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