MGU Library and Humanities Series — Research Methods and Information Literacy
Part II: Questions, Topics, and Research Planning
Scope · Timeline · Source Planning · Reading · Revision · Adjustment
Chapter 10 of 48
MGU Library and Humanities Series  ·  Research Methods and Information Literacy  ·  Library Textbook Edition

Chapter 10:
Research Plans,
Timelines, and Scope

Planning research projects realistically — scope, source needs, timelines, reading time, revision, and adjusting the plan when research changes direction

■ Information Literacy Level: Research Methods I ■

■ 8 Sections  •  Part II of 8 ■

Closes Part II: Questions, Topics, and Research Planning  ·  Prepares students for Part III: Sources and Source Types

Purpose and Overview

Most research problems are not problems of intelligence. They are problems of planning. A student who begins a research project the night before it is due does not simply run out of time — she runs out of options. She cannot request sources through interlibrary loan, cannot read deeply enough to understand competing arguments, and cannot revise a draft after discovering that her original question was too broad.

Planning does not mean knowing in advance exactly what you will find. Research is inquiry, not a scripted procedure, and genuine inquiry produces surprises. Planning means giving yourself enough time and structure to respond to those surprises productively rather than catastrophically — building in space for revision, for dead ends, for sources that do not pan out, and for ideas that improve as you read.

A research plan is not a cage. It is a scaffold. It holds your project up while you build it, and you can adjust the scaffold as the project takes shape. This chapter teaches you to plan research projects with realistic expectations about time, source availability, reading demands, writing needs, and the inevitable changes that come with genuine inquiry.

Opening Question

Imagine two students assigned the same research paper with the same three-week deadline. The first student spends fifteen minutes at the start writing a scope statement, a source type plan, and a day-by-day timeline. The second student starts searching immediately and figures it out as she goes. Three weeks later, one paper represents considered, revised thinking. The other represents whatever could be assembled under pressure. By the end of this chapter, you will understand exactly why those fifteen minutes of planning produce that difference — and you will have the tools to make that investment yourself on every project you undertake.

8Sections
5Plan Phases
11Key Terms
2Model Timelines

Learning Objectives

  1. 1Explain why research planning is a substantive research skill, not a bureaucratic formality, and identify the predictable failures that planning prevents.
  2. 2Analyze a research assignment systematically to identify length, source, citation, and deadline requirements before beginning to search.
  3. 3Define a research project's scope across topical, temporal, geographic, and argument dimensions, and write a scope statement.
  4. 4Identify needed source types in advance using a source type planning table and assess access concerns before searching begins.
  5. 5Build a realistic, day-by-day or week-by-week research timeline that allocates time to all five phases of a research project.
  6. 6Plan reading and note-taking time separately from searching time, and apply the MGU Research Note Model to organize source material.
  7. 7Distinguish drafting from revision and from proofreading, and schedule each as a separate activity with its own purpose.
  8. 8Recognize when adjusting a research plan is a legitimate response to new information and when it is an avoidance strategy, and maintain a research log to track decisions.

Sections at a Glance

Sections 10.1 – 10.4
Understanding the Project Before You Search
Why Plans Matter · Assignment Analysis · Scope · Source Types

Why Research Needs a Plan

Imagine two students assigned the same research paper. Both are given three weeks. Both choose a topic in the first few days. After that, their paths diverge.

The first student makes a rough plan. She identifies what kinds of sources she needs, checks whether the library has them, sets a date by which she wants to finish gathering sources, and blocks out time each week for reading, note-taking, and drafting. She is not rigid about this plan. When her initial question turns out to be too broad, she narrows it in week two. When she discovers a key article that reframes her argument, she adjusts her outline. She finishes a rough draft several days before the due date and uses that time to revise.

The second student reads the assignment and starts searching without a plan. He collects sources as he finds them, tabs open dozens of browser windows, saves some PDFs, and begins drafting when he feels he has enough material. He runs out of time before he finishes the argument. The paper feels assembled rather than argued. He submits it with several citation errors he did not have time to fix.

Same assignment. Same amount of time. Vastly different results.

What Planning AccomplishesWhy It Matters
Reveals scope problems earlyMapping out question, source needs, and timeline at the start surfaces problems in week one, when they are manageable, rather than week three, when they are a crisis
Protects time for readingFinding a source and reading a source are not the same task; a schedule that includes reading time prevents students from spending all their time searching
Builds in revisionA plan with revision time produces considered writing; a plan that ends at the first draft produces whatever came out first
Creates decision checkpointsScheduled moments to stop and evaluate the question, sources, and argument prevent drift
Reduces anxietyA plan converts an undifferentiated, overwhelming project into a series of smaller, concrete, manageable tasks

Planning does not guarantee a good research project. But the absence of a plan almost guarantees an avoidable one.

The Common Mistakes That Planning Prevents

Understanding why planning matters is easier when you recognize the predictable ways that unplanned research fails.

Failure Pattern 1
The Too-Late Discovery

A student who waits until week three to begin serious searching often discovers that the most relevant sources are not available in full text through the library, that interlibrary loan takes a week or more, or that the most important book on the topic is checked out. A plan that includes early source identification catches these access problems while there is still time to solve them.

Failure Pattern 2
The Topic Drift

Without a plan, students often start with one question and end up writing about something adjacent to it — not because they deliberately revised their question, but because the sources they happened to find pointed in a different direction. Topic drift produces papers that seem confused because they are confused. A plan with a written question and scope statement keeps the project anchored.

Failure Pattern 3
The Citation Emergency

Citation errors are expensive to fix quickly. When a student builds citations properly throughout the project — recording source information as she takes notes — final citation formatting takes an hour. When she has to reconstruct citation information from memory at midnight before the due date, it takes much longer and produces more errors.

Failure Pattern 4
The Draft-Equals-Submission Problem

Students who run out of time submit drafts. Drafts are thinking-in-progress. Final papers are revised thinking. The difference between a draft and a final paper is not cosmetic; it is the difference between a first attempt at an argument and a considered one. A plan that builds in revision time makes revision possible.

Failure Pattern 5
The Source Imbalance

Unplanned research often produces a source list that is accidentally homogeneous — too many websites, too few scholarly articles, too many sources from one perspective. A plan that identifies source types in advance produces a more balanced source mix.

Understanding the Assignment

Before you can plan a research project, you must understand what the assignment actually requires. This sounds obvious, but assignment misreading is one of the most common causes of research failure. Students sometimes write the paper they wanted to write rather than the paper that was assigned, discover the mismatch only when the grade comes back, and realize they could not have caught the error because they never read the assignment carefully in the first place.

Reading an assignment carefully means more than skimming it once. It means examining each requirement in detail and asking what it actually demands.

The Questions to Ask When Reading Any Assignment

What is the question or task? Is this a descriptive assignment, asking you to explain something? An analytical assignment, asking you to interpret or examine something? An argument assignment, asking you to take and defend a position? The type of question determines the type of paper and the type of sources you need.

What is the length requirement? Length requirements indicate scope. A three-page paper and a fifteen-page paper on the same broad topic require different amounts of evidence, different levels of depth, and different planning timelines. Use the length requirement as a scope guide: how much can I actually develop and support in this amount of space?

How many and what types of sources are required? If the assignment requires eight scholarly sources, you need to begin searching early enough to find them, evaluate them, request any that are not immediately available, and read them before you begin drafting.

What citation style is required? Knowing the required style from the beginning means you record source information in the right format as you go, rather than reconstructing it later.

When are intermediate steps due? Many research assignments include a sequence of intermediate deadlines: a topic proposal, an annotated bibliography, a draft, a peer review, a final paper. Missing an intermediate deadline often affects later deadlines and the final submission.

What are the instructor's specific expectations? Some instructors have explicit requirements about source age, source type, source diversity, or content. Reading the assignment sheet carefully and the syllabus for supporting guidance helps you catch requirements you might otherwise miss.

What resources has the instructor pointed you toward? Instructors sometimes recommend specific databases, point to library guides for the course, or mention specific reference works as starting points. These recommendations reflect the instructor's knowledge of what sources are available and appropriate.

Example 10.2 — A Model Assignment Analysis
Breaking an assignment into its planning requirements
"Write a research paper of 1,800 to 2,200 words on a topic related to public health policy in the United States. Your paper must use at least six scholarly sources, at least one government document, and at least one news source. All sources must be published within the last ten years. Use APA style. A topic proposal of 200 words is due at the end of week one. A rough draft is due at the end of week three. The final paper is due at the end of week five."
RequirementWhat It Means for Planning
1,800–2,200 wordsMedium-length paper. Room for a focused argument with several supporting points but not an exhaustive treatment. Topic should be narrow enough to develop meaningfully in this space.
At least six scholarly sourcesNeed database searching time. Some sources may require interlibrary loan. Read each source before the draft is due, not the night before the paper.
At least one government documentIdentify which federal agency or legislative body produces data relevant to the topic. Plan time to locate the document and verify it counts as a government document.
At least one news sourceIdentify a reputable news outlet covering the topic. Useful for current policy debates and recent events.
Sources within the last ten yearsFilter database searches accordingly. Some older foundational sources may be useful for background but cannot count toward the source requirement.
APA styleRecord author, date, title, publication, volume, issue, page numbers, and DOI or URL from the beginning. Do not wait until the paper is done to gather citation information.
Topic proposal due end of week oneMust have a focused question and preliminary source evidence by the end of the first week. Cannot spend the first week still deciding what to write about.
Rough draft due end of week threeMust have sources gathered and notes organized by the middle of week two to draft by week three.
Final paper due end of week fiveWeeks four and five are for revision, citation checking, and polishing. These weeks are not for first drafts.
Core Principle

Completing this kind of analysis before you begin searching gives you a clear picture of what the project actually requires. You can then build a realistic plan.

Defining the Project Scope

Scope is the boundary of your project. It defines what your research will address and, equally important, what it will not address. Projects without a defined scope tend to grow in uncontrolled directions, producing papers that try to say too much, say it too shallowly, and end up saying very little clearly.

Defining scope means making decisions about the edges of your project before you begin serious searching. These decisions are not permanent. Scope can be adjusted as research develops. But beginning with defined scope prevents the most common planning failure: a project that starts too broad and never becomes focused because the researcher was always chasing the next interesting lead rather than building toward a specific answer.

Scope Has Multiple Dimensions

Topical scope defines what subject matter your project addresses. A paper on the opioid epidemic in the United States addresses a vast subject. Narrowed topical scope might focus on prescription opioid policies in rural Appalachian communities between 2010 and 2020.

Temporal scope defines what time period your project examines. Some research questions are primarily historical, some are contemporary, and some are both. Temporal scope affects which sources are useful.

Geographic scope defines what location or locations your project examines. A question about urban housing policy might be scoped to a single city, a region, a country, or a cross-national comparison.

Argument scope defines how ambitious your claim is. A paper that argues "there is evidence that X contributes to Y" is more modest in scope than a paper that argues "X is the primary cause of Y." Ambitious claims require more and stronger evidence.

Source scope defines how many sources your project will draw on and of what types. Defining source scope helps you plan searching time realistically.

A Scope Statement

One practical tool for defining scope is a written scope statement — a short paragraph that names your topic, question, time period, geographic focus, argument type, and source needs. Writing this statement before you begin searching forces you to make decisions rather than drift.

Example 10.3 — A Scope Statement
Defining the edges of a project before searching begins
"My paper will examine whether community-based mental health intervention programs have been effective at reducing emergency room visits among adults with chronic mental illness. I will focus on programs operating in the United States since 2010. My argument will be that the evidence from peer-reviewed studies supports effectiveness for certain program models but is mixed for others, and that more rigorous evaluation methodology is needed. I will primarily use scholarly articles from health policy and public health journals, supplemented by at least one government health agency report. I will not address international programs, pediatric populations, or residential treatment models in depth."
This statement defines topical scope (community mental health programs and ER visits), temporal scope (since 2010), geographic scope (United States), argument scope (mixed evidence, call for better evaluation), source scope (peer-reviewed articles and government reports), and exclusions.
Study Note

A scope statement is not submitted as part of the assignment. It is a planning tool for you. But writing it prevents scope creep and keeps your searching purposeful.

Identifying Needed Source Types

Once you have a research question and a scope statement, the next planning step is to identify what types of sources you need before you begin searching for them. This prevents two common problems: spending all your search time in one source type when the question requires others, and discovering at the last minute that you are missing a required source type.

Matching Source Types to Research Questions

Different research questions call for different source types. The match is not arbitrary; it reflects the kinds of evidence that actually answer each kind of question.

Questions about established scholarly knowledge need peer-reviewed journal articles, academic books, or scholarly reviews.

Questions about current events or contemporary debate need news sources, policy documents, and recent reports.

Questions about historical events need primary sources from the relevant period and secondary sources that interpret those events.

Questions about data and statistics need data sources — census reports, agency statistics, research data sets, peer-reviewed studies with empirical findings.

Questions about public or legal policy need legislative documents, regulatory texts, court decisions, government agency reports, and policy research.

Questions about personal or community experience may need interview data, oral history, ethnographic research, or journalism that centers human testimony.

A Source Type Planning Table

Before you begin searching, complete a source type planning table for your project. This is a simple tool that forces you to identify what you need before you start collecting whatever you happen to find.

Source TypeDo I Need It?How Many?Where Will I Look?Access Concerns?
Peer-reviewed journal articlesYes4–6Academic databasesNone expected
Books or book chaptersPossibly1–2Library catalogMay need to request holds
Government reports or dataYes1Agency websitesFree access expected
News articlesYes1–2News databasesAvailable through library
Primary source documentsNo———
Data sets or statisticsPossibly1Government data portalsFree access expected
Reports from research organizationsPossibly1Organization websitesCheck for open access

Filling out a table like this takes fifteen minutes at the start of a project and can prevent hours of wasted searching later.

Thinking About Access Before You Search

Access — whether you can actually obtain a source — is a practical concern that many students do not consider until they have already identified the source they want. Some access issues can be resolved quickly. Others take time.

Full-text access through the library: Many academic databases provide full-text access to journal articles. Check whether your library has access to the database and the full text of the articles you need, not just abstracts.

Books: If a book is available in the library, you can check it out. If it is checked out, you may be able to place a hold. If the library does not own it, you may be able to request it through interlibrary loan — but interlibrary loan typically takes three to ten business days. Plan accordingly.

Interlibrary loan: If you identify a source you need that your library does not own, submit the interlibrary loan request early. Waiting until the week before the paper is due makes interlibrary loan useless.

Paywalled sources: Some scholarly articles are not available through your library's subscriptions and are not available open access. Before assuming you cannot get a source, check whether the author has posted a preprint version through an institutional repository, or whether the library can obtain it through interlibrary loan.

Open access: Many government documents, agency reports, and some scholarly articles are freely available without library access. Knowing which source types are typically open access helps you plan efficiently.

Common Mistake

Identifying a perfect source on day eighteen of a twenty-one-day project, only to discover it requires interlibrary loan, is a planning failure — not a research failure. Source identification and access checking belong in the early phase of the project, not the final week.

Sections 10.5 – 10.6
Building the Schedule: Timeline, Reading, and Notes
Five Phases · Sample Timelines · Reading Time · The MGU Research Note Model

Building a Research Timeline

A research timeline converts the abstract requirements of an assignment into a concrete schedule. It distributes the work across the available time in a realistic way that accounts for all the tasks involved, not just searching.

Many students underestimate how many distinct tasks a research project involves. They think of research as searching and writing. In fact, a complete research project involves: understanding the assignment, developing a question, doing background reading, identifying search terms, searching databases and catalogs, locating and accessing sources, reading sources, taking notes, organizing notes, drafting, revising, formatting citations, and proofreading. Each of these tasks takes time. A timeline that accounts for all of them is realistic. A timeline that only accounts for searching and writing is not.

The Phases of a Research Project

Most research projects move through five broad phases. A realistic timeline allocates time to each.

Phase 1 — Question Development and Planning

Read the assignment carefully. Identify requirements. Write a scope statement. Identify needed source types. Complete a source type planning table. Do background reading to build context. Develop or refine your research question using the MGU Research Question Model.

Phase 2 — Searching

Search databases, catalogs, and other sources systematically. Evaluate sources as you find them. Identify which sources you will use. Submit any interlibrary loan requests immediately. Download or bookmark the sources you have access to. Keep a search log.

Phase 3 — Reading and Note-Taking

Read sources carefully. Take notes using the MGU Research Note Model: source, summary, key evidence, quotation, paraphrase, usefulness, limits, citation information. Organize notes by theme or argument. Identify patterns, agreements, disagreements, and gaps.

Phase 4 — Drafting

Begin drafting once you have read most of your sources and organized your notes. Write a working thesis. Build the paper section by section using your notes. Cite sources as you write. Do not wait until the draft is finished to add citations.

Phase 5 — Revision and Finalization

Revise the draft for argument clarity, source integration, and evidence support. Check all citations for accuracy and completeness. Verify that the works cited or references list matches all in-text citations. Proofread. Submit.

A Sample Three-Week Timeline

The following timeline is for a research paper due in three weeks (twenty-one days). It assumes a paper of approximately 1,500 to 2,500 words with six to eight sources.

DayTask
Day 1Read the assignment carefully. Identify all requirements. Clarify any questions with the instructor.
Day 2Write a scope statement. Begin background reading in an encyclopedia or overview source. Identify three to five potential research questions.
Day 3Select and refine the research question using the MGU Research Question Model. Complete the source type planning table. Identify search terms.
Day 4–5Search academic databases for peer-reviewed sources. Evaluate and select initial sources. Submit interlibrary loan requests for any sources not immediately available.
Day 6–7Search library catalog for relevant books or book chapters. Search for government documents or data sources if needed. Search for any news sources required.
Day 8Review all sources collected. Confirm that source types match requirements. Identify any gaps and do additional searching to fill them.
Day 9–11Read the first four to five sources carefully. Take notes using the MGU Research Note Model.
Day 12–13Read remaining sources. Take notes. Begin organizing notes by theme or argument.
Day 14Review all notes. Identify patterns, agreements, disagreements, and gaps. Refine the thesis or working argument based on what the sources show.
Day 15–16Draft the introduction and first section of the paper. Cite sources as you write.
Day 17–18Draft the remaining sections. Cite sources as you write. Complete a rough first draft.
Day 19Revise for argument and organization. Strengthen transitions. Clarify the thesis.
Day 20Check all citations. Verify the works cited or references list. Proofread.
Day 21Final proofread. Submit.

This timeline is not rigid. You may move faster in some phases and slower in others. The purpose is not to control every hour but to ensure that all tasks get scheduled time and that no phase is crowded out by another.

A Sample Five-Week Timeline

For longer projects — senior papers, extended research projects, multi-source investigations — a five-week timeline distributes the work more broadly and includes more time for deep reading and multiple revision cycles.

WeekFocus
Week 1Assignment analysis, question development, background research, scope statement, source type planning
Week 2Primary searching, interlibrary loan requests, source evaluation, initial reading
Week 3Deep reading, note-taking, note organization, thesis development
Week 4Drafting all sections, citing throughout
Week 5Revision, citation checking, proofreading, final submission

For a thesis or capstone project that spans an entire semester, the same phases apply, but each receives several weeks rather than several days.

Scheduling Time Realistically

Building a timeline is only useful if the time you block for research activities is time that actually exists in your schedule. Students who build a timeline that assumes four hours of research work every day — when their schedule realistically allows two hours on some days and none on others — are not planning; they are wishful thinking.

Realistic scheduling involves accounting for your actual weekly schedule: class time, work hours, family obligations, and the realistic fact that no one works at full productivity for eight hours a day. Block specific, realistic time for research tasks. If you have two hours on Tuesday afternoons and three hours on Saturday mornings, plan your research work for those times, not hypothetical free hours that do not exist.

Planning Reading and Note-Taking

Finding sources is the beginning of research, not the end. Sources must be read. Reading must produce notes. Notes must be organized. This sequence takes time that students routinely underestimate.

The Reading Time Problem

Most students underestimate how long it takes to read a scholarly source carefully. Skimming an article and reading it are not the same thing. Skimming gives you a general sense of the topic. Reading gives you enough understanding to accurately summarize an argument, identify its key evidence, evaluate its credibility, and connect it to other sources.

A ten-to-fifteen page scholarly article read carefully, with notes, typically takes forty-five minutes to an hour and a half, depending on the technical difficulty of the subject. A book chapter of similar length takes comparable time. A book read in full for a shorter project may take four to eight hours or more.

When students collect twelve sources and then try to read all twelve the night before the draft is due, they end up skimming. Skimmed sources produce vague, inaccurate notes. Vague, inaccurate notes produce weak papers with misrepresented sources.

Study Note — Scheduling Reading

Plan reading time by scheduling two to three sources per day during the reading phase of the project, not by trying to read all sources in a single session.

Note-Taking Requires Its Own Time

Note-taking is not automatic. It requires active engagement with the source. Passive reading — reading without writing anything down — produces little retention and no organized material to draw from during drafting.

Effective note-taking takes time above and beyond reading time. Plan approximately twenty to thirty minutes of note-taking for every hour of reading, or integrate note-taking into reading by pausing to write after each section.

The MGU Research Note Model provides a consistent framework for source notes.

The MGU Research Note Model

Source. The full bibliographic information for the source, recorded correctly in the required citation style.

Summary. A two-to-four sentence summary of the source's main argument or findings, written in your own words.

Key evidence. The specific data, findings, examples, or arguments from the source that are most relevant to your project.

Quotation. One or two direct quotations from the source that are particularly useful, with page numbers recorded.

Paraphrase. Your restatement of a key passage in your own words, with page numbers recorded.

Usefulness. How this source helps your project: what argument it supports, what evidence it provides, what perspective it represents.

Limits. What the source does not address, what its methodological or evidential weaknesses are, or where its conclusions are uncertain.

Citation information. All information needed to cite the source correctly: author(s), date, title, journal or publisher, volume and issue, pages, DOI or URL.

Completing this model for each source gives you organized, usable material for drafting. It also forces you to engage with each source actively rather than passively.

Organizing Notes Before Drafting

After you have taken notes on all or most of your sources, you need to organize those notes before you begin drafting. Drafting from disorganized notes produces disorganized papers.

The most effective note organization method for most research projects is thematic organization: grouping your notes by the main issues, arguments, or subtopics your paper addresses, rather than by source.

If your paper addresses three main points, group your notes into three corresponding folders or sections: all notes relevant to point one in one group, all notes relevant to point two in another, and so on. Notes that are relevant to multiple points can be tagged or duplicated. Notes that turn out to be irrelevant to your argument can be set aside.

This thematic organization means that when you sit down to draft a section, all the relevant notes for that section are already assembled. You are not hunting through fourteen separate source files trying to remember where you saw the relevant statistic. The research is already organized; you are writing from it.

Section 10.7
From Notes to Finished Paper
Drafting · Revision · Citation Work Throughout

Planning Writing and Revision

Writing and revision are distinct processes, and they require separate scheduled time. Students who conflate them — writing and revising simultaneously, or assuming that finishing a draft is the same as finishing a paper — consistently produce weaker work than students who treat them as separate phases.

The Purpose of Drafting

A first draft has one purpose: to get your argument down on paper in a complete form. A first draft does not need to be polished. It does not need elegant transitions. It does not need perfect sentences. It needs to be complete — to have a beginning, a developed middle, and an ending — so that you have something to revise.

Many students delay drafting because they are waiting to feel ready. They want to feel confident that they know enough, that their argument is strong enough, that they have enough sources. This wait often produces procrastination. Drafting is not a reward for feeling prepared; it is the process through which you discover what you actually think and what gaps remain.

Begin drafting when you have read most of your sources and organized your notes. You will not know everything yet. That is fine. Write what you know. Identify what you still need to figure out. Drafting reveals the questions you still need to answer, which is more valuable than knowing everything before you write a word.

Scheduling Drafting Time

Drafting is cognitively demanding. Most people cannot draft effectively for more than two to four focused hours at a time. Scheduling a single all-night drafting session is less effective than scheduling several shorter drafting sessions over several days.

Example 10.7 — A Drafting Schedule
For a paper of 1,500 to 2,500 words
  • Session 1Two hours. Draft the introduction and first body section.
  • Session 2Two hours. Draft the second and third body sections.
  • Session 3Ninety minutes. Draft the remaining sections and conclusion.
  • Session 4One hour. Review the complete draft for gaps and major inconsistencies.
Breaking drafting into sessions also allows time for your thinking to develop between sessions. Ideas you could not articulate in session one often become clearer in session two.

The Revision Phase

Revision is not proofreading. Proofreading catches surface errors: misspellings, grammatical mistakes, punctuation problems, formatting inconsistencies. Revision addresses structural and argumentative problems: weak thesis, unclear organization, inadequate evidence, missing counterargument, source overuse, underdeveloped sections.

Most student writers do not revise because they do not have time. A plan that includes scheduled revision time produces better papers than a plan that uses submission as the deadline for first drafts.

Revision PassWhat to Check
Pass 1 — Argument and organizationDoes the paper have a clear, specific thesis? Does each section develop the thesis? Is the organization logical? Is there anything that needs to be added, cut, or moved?
Pass 2 — Evidence and sourcesIs every major claim supported by evidence? Are sources cited correctly wherever they are used? Is any source being over-relied upon? Is any passage too close to the source's original language without quotation marks?
Pass 3 — Citation and formattingAre all in-text citations correct? Does the works cited or references list include every source cited in the text? Is the list formatted correctly? Are there any phantom or missing citations?

Planning for these three revision passes requires scheduling them separately from drafting. Revising immediately after finishing a draft is less effective than revising after a day away from the paper, when you can read it with fresh eyes.

Citation Work Throughout, Not at the End

One of the most predictable research planning mistakes is leaving citation formatting until the end of the project. Students who record source information carefully as they take notes and add in-text citations as they draft spend about thirty to sixty minutes on final citation checking. Students who try to reconstruct all their citation information at the end spend several hours and still produce more errors.

Plan for Citation Work Throughout the Project

Record complete citation information for every source as soon as you identify it. Add in-text citations as you draft, not after. Format the works cited or references list as you add sources, not all at once at the end. Use the final revision pass to verify accuracy, not to create citations from scratch.

Section 10.8
Adjusting the Plan as Research Changes
When to Adjust · What Not to Adjust · The Research Log

Adjusting the Plan as Research Changes

A research plan is a working document, not a fixed contract. Research produces surprises: you discover that your question is unanswerable with available sources, that a better question has emerged from your reading, that a key source you were counting on is unavailable, or that the evidence points in a direction you did not anticipate. A good plan includes the flexibility to respond to these surprises without the whole project collapsing.

When to Adjust the Plan

When the question changes. If your reading reveals that your original question is less interesting, less answerable, or less important than a related question that has emerged, revising the question is a legitimate and sometimes necessary research move. Record the change in your research notebook. Revise your scope statement. Adjust your source needs accordingly.

When sources are unavailable. If a key source is not accessible in the time you have, identify an alternative. Check whether the library can obtain it through interlibrary loan. Look for a related source that addresses the same issue. If no alternative exists, adjust the scope to work around the gap.

When the evidence is more complex than expected. Research sometimes reveals that the evidence on a question is more contested, more nuanced, or more uncertain than background reading suggested. This is not a problem; it is an accurate finding. A thesis that accounts for complexity is stronger than a thesis that oversimplifies.

When the timeline slips. If the reading phase takes longer than planned, adjust the drafting schedule. If searching turns up far more sources than expected, be more selective rather than trying to read everything. If an unexpected obligation takes time from research work, identify what can be compressed and what cannot, and make explicit choices rather than hoping you can catch up.

What Not to Adjust

Some adjustments are legitimate responses to new information. Others are avoidance strategies. It is worth knowing the difference.

Avoidance, Not Adjustment

Do not adjust the scope to avoid difficult sources. If your question requires engaging with a complex methodological debate in the literature and you are tempted to change the question so you do not have to understand it, that is avoidance. Work through the difficulty.

Avoidance, Not Adjustment

Do not change the argument to fit only the sources you like. If the evidence is mixed and you are tempted to ignore the sources that complicate your position, that is cherry-picking. Acknowledge the complexity and let it strengthen the argument.

Avoidance, Not Adjustment

Do not compress the revision phase to compensate for late drafting. If you run out of time because drafting took longer than planned, submitting an unrevised draft is a last resort, not a strategy. Use whatever time you have for the most important revision: argument and thesis clarity.

Keeping a Research Log

A research log is a simple ongoing record of what you have searched, what you have found, and what decisions you have made. It is distinct from source notes; it records the process of research rather than the content of sources.

Example 10.8 — A Research Log Entry
Recording a search, a decision, and a next step
  • DateMarch 4
  • SearchDatabase search for "community mental health programs" AND "emergency room" in health policy databases. Retrieved twelve results. Identified four as potentially useful. Downloaded PDFs.
  • DecisionQuestion may need narrowing — too many results are about general mental health services rather than specifically community-based programs for chronic mental illness. Will add the term "chronic" to narrow the search.
  • Next stepRun revised search tomorrow. Follow up on interlibrary loan request for the 2022 book on community mental health policy.
Keeping this kind of log takes ten minutes per session and prevents repeated searches, tracks decisions, and records next steps so you do not have to remember them between sessions.

Chapter Summary, Review, and Practice

Chapter Summary

Key Terms

scope
The boundary of a research project; defines what the project addresses and what it does not address, including topical, temporal, geographic, and argument dimensions.
scope statement
A short written paragraph that defines a research project's topical, temporal, geographic, and argument scope, and explicitly names what the project will not address.
source type planning table
A planning tool that identifies what source types are needed for a research project, how many of each, where they will be searched, and whether there are access concerns.
research timeline
A schedule that distributes research tasks across the available time in a realistic way, allocating specific time to question development, searching, reading, note-taking, drafting, and revision.
research log
An ongoing record of search decisions, sources found, choices made, and next steps, maintained throughout a research project.
interlibrary loan
A library service through which a patron can request materials that the home library does not own, borrowed from another library; requests typically take three to ten business days.
revision
The process of revisiting a draft to address structural and argumentative problems: weak thesis, unclear organization, inadequate evidence, missing counterargument, underdeveloped sections. Distinct from proofreading.
proofreading
The process of reviewing a draft for surface errors: misspellings, grammatical mistakes, punctuation problems, formatting inconsistencies. Distinct from revision.
panic source
A source selected under time pressure not because it is the best available evidence but because it is accessible quickly; associated with inadequate planning and increased risk of source misrepresentation.
MGU Research Note Model
A consistent framework for source notes that includes: source, summary, key evidence, quotation, paraphrase, usefulness, limits, and citation information.
assignment analysis
A systematic review of an assignment's requirements — question type, length, source types, citation style, intermediate deadlines, and specific instructor expectations — completed before planning begins.

Review Questions

  1. What are five predictable ways that unplanned research projects fail, and how does planning prevent each?
  2. What does it mean to "analyze an assignment" before beginning a research project? What are the key questions to ask?
  3. Explain the difference between topical scope, temporal scope, geographic scope, and argument scope. Why does each dimension need a decision before searching begins?
  4. What is a scope statement, and what purpose does it serve? How is it different from a research question?
  5. Why is a source type planning table useful? What information does it contain?
  6. What are the five phases of a research project, and what activities belong to each phase?
  7. Why do students consistently underestimate reading time? What is a realistic estimate for reading a scholarly article carefully, with notes?
  8. Explain the MGU Research Note Model. What information does each component capture?
  9. What is the difference between revision and proofreading? Why must both be scheduled separately?
  10. Under what circumstances should you adjust a research plan, and under what circumstances is adjustment an avoidance strategy?
  11. What is a research log, and what should a research log entry include?
  12. Explain the "panic source" problem described in the Misinformation Alert. How does planning prevent it?
  13. What citation information should you record for a journal article, and when should you record it?
  14. How does the MGU Library support research planning specifically? Which resources are most useful at the planning stage of a project?

Discussion Prompts

Discussion 1
Your Planning History

Think about a research or writing project where you did not plan ahead, and one where you did (even informally). What was different about the process and the outcome? What does this comparison reveal about the actual cost of skipping a plan?

Discussion 2
Scope in Practice

Choose a broad topic (climate policy, social media, mental health, artificial intelligence) and try to write a one-paragraph scope statement for a five-page paper on that topic. What decisions did you have to make? Which dimension of scope — topical, temporal, geographic, or argument — was hardest to narrow, and why?

Discussion 3
Reading Time Versus Searching Time

Estimate how much time you typically spend searching for sources versus actually reading them carefully on a recent project. Are these times balanced? What would change in your research process if you deliberately protected more reading time?

Discussion 4
Adjustment Versus Avoidance

As a class or group, brainstorm scenarios where a student might be tempted to change their research question, scope, or sources midway through a project. For each scenario, discuss: is this a legitimate adjustment to new information, or is it an avoidance strategy? What distinguishes the two?

Practice Activities

Activity 10.1Assignment Analysis
  1. Take a real or sample research assignment (from a current course or one provided by your instructor). Build an assignment analysis table like the one in Section 10.2, identifying what each requirement means for your planning process.
Activity 10.2Writing a Scope Statement
  1. Choose a topic for a current or hypothetical research project. Write a scope statement of five to eight sentences that defines topical, temporal, geographic, and argument scope, and explicitly states what the project will not address.
Activity 10.3Build a Research Timeline
  1. Using the model from Section 10.5, build a day-by-day timeline for a three-week research project that allocates time to all five phases: question development and planning, searching, reading and note-taking, drafting, and revision and finalization.
  2. Identify which phase of your timeline seems most likely to take longer than planned, and explain why.
Activity 10.4Source Type Planning
  1. For the same project, complete a source type planning table identifying whether you need each source type, how many, where you will search, and whether there are any access concerns.
Activity 10.5A Research Log Entry
  1. After conducting one real search session for a current project (or a simulated one), write a research log entry following the model in Section 10.8: date, search terms and results, a decision you made, and your next step.

Academic Transfer Activity

Academic Transfer — Planning Across Your Courses

Research planning skills are not confined to a single research methods course. Choose one of your other current courses and identify an assignment or written task from that course.

Answer the following: (1) What does the assignment actually require — in length, source type, and citation style? (2) What is the realistic scope of the project, given the assignment's length? (3) What source types will you need, and are there any access concerns? (4) Build a simple timeline for that assignment using the five-phase model from this chapter.

This activity asks you to treat research planning as a transferable skill rather than a technique specific to one class — a habit that will serve you in every course that requires research, in every format, at every length.

Chapter Checklist

Chapter 10 — Checklist
Use this before moving to Chapter 11. Return to any section where you cannot check the box confidently.
Assignment Analysis and Question Development
  • I have read the complete assignment instructions, not just the first paragraph.
  • I have identified the required paper length and what scope that implies.
  • I have identified the required number and types of sources, the required citation style, and all intermediate deadlines.
  • I have a written research question that is focused and researchable, and a completed scope statement.
Source Planning
  • I have completed a source type planning table and identified which source types may have access challenges.
  • I have submitted interlibrary loan requests for any sources I need that are not immediately available.
Timeline
  • I have built a realistic timeline that allocates time to all five phases of the project.
  • I have identified my key decision checkpoint and scheduled reading time and revision time separately from searching and drafting.
During and After the Project
  • I am recording citation information for every source as I find it, and taking notes using the MGU Research Note Model.
  • I am keeping a research log of searches, decisions, and next steps.
  • I have revised for argument and organization, not just proofread, and verified my citations against my source list.
Looking Ahead
Chapter 11: Primary, Secondary, and Tertiary Sources

Chapter 10 established how to plan a research project realistically — scope, source types, timelines, and revision. With a plan in place, Part III turns to the sources themselves. Chapter 11 opens that part by explaining the major categories of sources: primary, secondary, and tertiary. You will learn that the same source can function differently depending on the research question, and that choosing the right source mix is itself a planning decision that depends on everything you have just learned about scope and purpose.

MGU Library Connection
  • MGU Library Guides — discipline-specific and topic-specific guidance for research planning, including which databases to prioritize and what source types are standard in a field
  • MGU Library Tutorials — step-by-step instruction on search strategy, database navigation, interlibrary loan requests, citation management, and source evaluation
  • MGU Encyclopedia — useful at the planning stage for building background knowledge and identifying key concepts, debates, and scholars before database searching begins
  • MGU Reference Pages — quick access to citation style guides, source type charts, research checklists, and planning templates
  • MGU Library Departments and Course Pages — subject librarians who can advise on research planning for specific courses or disciplines, especially for major projects