01.05Research Strategy and DesignAvailable

Research Plan Development

Turns an agreed method into a plan that fits: backward-scheduled, dependency-aware, with the forgotten steps on the chart and compression priced honestly.

Free. Works on Claude, ChatGPT, Gemini or any assistant that accepts a skill file.

What this skill does

The method, encoded.

Research projects rarely fail on method. They fail on elapsed time, on a dependency nobody sequenced, and on the steps that stay invisible until they are late: recruitment lead time for a hard-to-reach audience, translation and its cognitive check, the second and third rounds of comment on the instrument, ethics approval, the pilot that changed the questionnaire. Plans built forward from today by adding up fieldwork and analysis are wrong in a predictable direction.

This skill builds the plan backwards from the decision date, so a study that does not fit reveals it on day one rather than in week six. It maps every objective to the activities that answer it and every activity back to an objective, which surfaces both the work nobody asked for and the objective nobody resourced. It puts the forgotten steps on the chart before fieldwork and analysis, labels every duration as historical, supplied or assumed, and traces the critical path with an owner named against each zero-float task.

It also handles the conversation that decides whether a study is any good: what a compressed timeline actually costs. Not in days, but in what the study will be able to say.

Best used for

  • Testing whether a study fits a fixed decision date
  • Building a timeline that includes the steps people forget
  • Making dependencies and the critical path explicit
  • Answering a compression request with options rather than yes or no
  • Handing a study to a team that did not design it
  • Sequencing ethics, legal and data protection approvals
  • Planning multi-market or multi-language studies

Typical inputs

What you give it.

Agreed method and design specification from 01.04, The decision date, and the default action if research does not arrive, Objectives in the form 01.02 produces them, Hard constraints: budget order, fixed dates, reviewer availability, mandatory approvals, Sampling design from 01.06 (optional), Analysis plan from 01.07 (optional), Historical timings from comparable projects (optional), The organisation's review process and calendar (optional)

Typical outputs

What you get back.

Research Plan, Objective to activity map, with orphan activities and unserved objectives named, Phases with gate conditions, Backward-scheduled timeline with provenance-labelled durations, Critical path with named owners, Deliverable specification with acceptance criteria and a not-included list, Roles per activity, including scheduled human review points, Risk register with early warning indicators and trigger points, Compression options priced in research quality, Assumptions register and a version change log

Method coverage

What the skill works through.

  1. Plan backwards from the decision, not forwards from today
  2. Mapping objectives to activities in both directions
  3. Phases end on conditions, not dates
  4. The steps everyone forgets
  5. Recruitment lead time and the hardest quota cell
  6. Translation, back-translation and the cognitive check
  7. Review rounds, approvals and sign-offs
  8. Dependencies, the critical path and resource contention
  9. Defining deliverables to an acceptance standard
  10. A risk register with triggers, not boilerplate
  11. What a compressed timeline costs the research
  12. Baselining the plan and logging changes

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Free skill. One file.

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How to install

Add the skill file and the five kernel protocols to a Claude Project, a ChatGPT Project, a Gemini Gem, or paste them at the top of any assistant conversation. Then give it your real research material, not a description of it.

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Questions

Common questions.

How long does a research project actually take?

Any single answer is guesswork without knowing the audience incidence, the number of languages, the approvals required and how many review rounds the organisation runs. What is reliable is the shape: in most real projects the visible research activities (fieldwork, analysis) occupy substantially less than half the elapsed time. Plan the invisible steps first and the rest of the timeline tells the truth.

What steps do people forget when planning research?

Recruitment and screening lead time driven by the hardest quota cell; translation, back-translation, reconciliation and a cognitive check in each language; every round of internal and client review, counted as rounds with real turnarounds; ethics, legal and data protection approval; instrument programming and full logic testing; the pilot and the decision after it; open-end coding; sign-off on quotes that name a person or organisation; and calendar blackouts.

How do I work out the critical path for a research project?

Write dependencies as relationships rather than an ordering, then trace the longest chain from start to the deliverable date. Every task on it has zero float. Then check the two things a simple chain hides: resource contention, where two parallel tasks need the same person and are therefore sequential in practice, and external dependencies on people outside the project, who have no float and no accountability attached.

A client wants delivery three weeks earlier. What do I say?

Not yes or no, but options with costs. Some things are usually incompressible: recruitment lead time for a low-incidence audience, institutional approval, translation quality, the minimum fieldwork window needed to reach people unavailable on weekdays. Some are compressible at a stated cost: fewer objectives, less analysis depth, fewer review rounds, no pilot, a shorter fieldwork window. Write each cost in what the study will be able to say, not in days.

Why does the analysis stage always get squeezed?

Because it sits last, and it is the only stage with no external party waiting on it. Every upstream slip lands there. The consequence is invisible in the deliverable: the study is on time and reasons badly. Protect the analysis window explicitly and test the plan against a one-week fieldwork slip.

What is the difference between a research plan and a research proposal?

The plan is internal: activities, dependencies, owners, risks and the honest timeline the team will work to. The proposal is external: the approach explained to a buyer, the scope and its exclusions, the assumptions register, the deliverables and the commitment. Build them in that order. A proposal whose timeline was never planned internally is a promise nobody has tested.

What should a research risk register contain?

Six fields per risk: the risk, its likelihood, its impact on the decision rather than on the project, an early warning indicator someone will actually observe, the mitigation, and the trigger point at which the mitigation is enacted. Without a trigger it is a document rather than a control. Include the risk nobody writes down: that the finding will be politically unwelcome.

Can AI build a research timeline?

It can structure the plan, surface the steps that get forgotten, trace the dependencies and hold the whole chart in view. What it must not do is state durations, lead times or availability as known when nobody supplied them, or make a plan fit a deadline by absorbing the compression quietly. Every duration should be labelled historical, supplied or assumed, and every trade-off should stop for a person.

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