01.08Research Strategy and DesignAvailable

Research Proposal and Scope Development

Builds a proposal a non-researcher can evaluate and a team can deliver, with exclusions written down and the honest option to rescope or decline.

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

What this skill does

The method, encoded.

Research proposals fail in two directions. Under-specify, and the scope gets negotiated during delivery, one accommodation at a time, until the team is running a study nobody planned. Over-promise, and the disappointment arrives at the debrief, where it does more damage than a lost pitch would have. Between them sits the most common failure of all: a proposal that is methodologically correct and unreadable by the person who has to approve it, because it explains what will be done without ever explaining why that answers their question.

This skill produces a document that works on both counts. The understanding section restates the decision and the question better than the brief did. The approach is written as a because-chain, so every method term carries its purpose in the same sentence and a non-researcher can evaluate the reasoning. Scope is written in three parts, including the boundary cases a reasonable person could read either way. The assumptions register turns a future scope change from an argument into a factual conversation. Deliverables carry acceptance criteria. The timeline shows the client's own obligations with dates, because obligations that are invisible become supplier delays.

It also treats declining or rescoping as a normal professional act, with a structure for doing it usefully. It does not cover pricing, which is commercially specific; it covers how scope drives effort, so a buyer can trade scope knowingly rather than buy a quietly thinner study.

Best used for

  • Writing a proposal a non-researcher can evaluate
  • Fixing scope in writing before delivery negotiates it
  • Responding to a brief that cannot be delivered as written
  • Declining or rescoping a request professionally
  • Presenting scope options so a buyer can trade scope rather than quality
  • Building an internal business case for research funding
  • Resetting scope with a repeat client after drift

Typical inputs

What you give it.

Interrogated brief from 01.01, with assumptions and scope boundary, Agreed question set and objectives from 01.02, Selected method and design specification from 01.04, including what it cannot answer, Internal plan from 01.05, with the tested timeline and dependencies, The buyer's evaluation criteria, where stated, Sampling design from 01.06 (optional), Analysis plan from 01.07 (optional), History of previous work with this client (optional)

Typical outputs

What you get back.

Research Proposal, Understanding section restating the decision, question and context, Approach written as a because-chain per objective, Three-part scope: in, out, and boundary cases resolved, Deliverable specification with revision rounds and acceptance criteria, Timeline showing both supplier and client obligations, Assumptions register with consequences and verification points, Plain-language statement of what the study will not answer, Scope options answering different questions rather than quality tiers, Governance section covering data protection, ethics, AI involvement and accountability, A professional decline or rescope where that is the answer

Method coverage

What the skill works through.

  1. Deciding whether to respond at all
  2. The understanding section, and why it decides everything
  3. Explaining the approach so a non-researcher can evaluate it
  4. The because-chain: what we do, what it produces, why it answers your question
  5. Scope: in, out, and the boundary cases
  6. The assumptions register
  7. Specifying deliverables to an acceptance standard
  8. A timeline that shows the client's obligations too
  9. How scope drives effort, and offering real options
  10. Putting the limitations in the sale
  11. Declining or rescoping professionally

Download

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.

What should a research proposal contain?

An understanding section restating the decision and question; objectives; the approach written so a non-researcher can see why it answers the question; scope in three parts, including exclusions; deliverables with revision rounds and acceptance criteria; a timeline showing both parties' obligations; an assumptions register; a plain statement of what the study will not answer; scope options; and governance covering data protection, ethics, AI involvement and named accountability.

How do I explain a research method to someone who is not a researcher?

Write three linked statements per objective: what we will do, what that produces, and why that answers your question. The third is usually missing and is the only one they can evaluate. Never let a method term appear without its purpose in the same sentence, and move technical specification to an appendix where the technical reader will find it.

How do I stop scope creep on research projects?

Write the exclusions down before the work starts, resolve the boundary cases explicitly, and keep an assumptions register with consequences. Then a mid-project addition becomes a factual conversation ("this rests on assumption four, which has not held") rather than a negotiation about goodwill. Deliverable ambiguity is the other main source: specify length, audience, revision rounds and an acceptance criterion.

What should be in the out-of-scope list?

The things a client will reasonably assume are included: additional markets or languages, re-cuts of the data for another audience, extra presentations, raw data and transcripts, translation of deliverables, workshops, and further analysis after delivery. A list long enough to feel slightly uncomfortable is about right, because every omitted item is a conversation that will otherwise happen under time pressure.

Should I tell a client what the research will not answer?

Yes, in the proposal, near the front, in plain language. The commercial argument is stronger than the ethical one: a study is judged against what its audience assumed it covered, and a list they read before buying is the cheapest possible protection against a disappointed client.

How do I turn down a research brief without losing the client?

State what was asked, why it will not answer the question in one or two sentences of followable reasoning, what would answer it, and what that costs in scope terms. Give them something useful even if they go elsewhere, and make sure it does not read as a bid for more budget. A specific, useful decline is remembered favourably.

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 the external offer: the approach explained to a buyer, the scope and exclusions, the assumptions, the deliverables and the commitment. Build them in that order, and where they conflict, the internal plan is the truth.

How should I present options when the budget will not cover what is needed?

As options answering different questions, not as good, better and best. Propose what the question needs first, then show the narrowing and what it removes from the answer. That order makes the compromise legible and it survives the moment when the study is judged. The alternative, quietly buying the same scope with less sample or less analysis, is negotiating quality invisibly.

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