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  • How to Write a Problem Statement | Guide & Examples

How to Write a Problem Statement | Guide & Examples

Published on November 6, 2022 by Shona McCombes and Tegan George. Revised on November 20, 2023.

A problem statement is a concise and concrete summary of the research problem you seek to address. It should:

  • Contextualize the problem. What do we already know?
  • Describe the exact issue your research will address. What do we still need to know?
  • Show the relevance of the problem. Why do we need to know more about this?
  • Set the objectives of the research. What will you do to find out more?

Table of contents

When should you write a problem statement, step 1: contextualize the problem, step 2: show why it matters, step 3: set your aims and objectives.

Problem statement example

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Frequently asked questions about problem statements.

There are various situations in which you might have to write a problem statement.

In the business world, writing a problem statement is often the first step in kicking off an improvement project. In this case, the problem statement is usually a stand-alone document.

In academic research, writing a problem statement can help you contextualize and understand the significance of your research problem. It is often several paragraphs long, and serves as the basis for your research proposal . Alternatively, it can be condensed into just a few sentences in your introduction .

A problem statement looks different depending on whether you’re dealing with a practical, real-world problem or a theoretical issue. Regardless, all problem statements follow a similar process.

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The problem statement should frame your research problem, giving some background on what is already known.

Practical research problems

For practical research, focus on the concrete details of the situation:

  • Where and when does the problem arise?
  • Who does the problem affect?
  • What attempts have been made to solve the problem?

Theoretical research problems

For theoretical research, think about the scientific, social, geographical and/or historical background:

  • What is already known about the problem?
  • Is the problem limited to a certain time period or geographical area?
  • How has the problem been defined and debated in the scholarly literature?

The problem statement should also address the relevance of the research. Why is it important that the problem is addressed?

Don’t worry, this doesn’t mean you have to do something groundbreaking or world-changing. It’s more important that the problem is researchable, feasible, and clearly addresses a relevant issue in your field.

Practical research is directly relevant to a specific problem that affects an organization, institution, social group, or society more broadly. To make it clear why your research problem matters, you can ask yourself:

  • What will happen if the problem is not solved?
  • Who will feel the consequences?
  • Does the problem have wider relevance? Are similar issues found in other contexts?

Sometimes theoretical issues have clear practical consequences, but sometimes their relevance is less immediately obvious. To identify why the problem matters, ask:

  • How will resolving the problem advance understanding of the topic?
  • What benefits will it have for future research?
  • Does the problem have direct or indirect consequences for society?

Finally, the problem statement should frame how you intend to address the problem. Your goal here should not be to find a conclusive solution, but rather to propose more effective approaches to tackling or understanding it.

The research aim is the overall purpose of your research. It is generally written in the infinitive form:

  • The aim of this study is to determine …
  • This project aims to explore …
  • This research aims to investigate …

The research objectives are the concrete steps you will take to achieve the aim:

  • Qualitative methods will be used to identify …
  • This work will use surveys to collect …
  • Using statistical analysis, the research will measure …

The aims and objectives should lead directly to your research questions.

Learn how to formulate research questions

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See an example

statement of the problem in quantitative research example

You can use these steps to write your own problem statement, like the example below.

Step 1: Contextualize the problem A family-owned shoe manufacturer has been in business in New England for several generations, employing thousands of local workers in a variety of roles, from assembly to supply-chain to customer service and retail. Employee tenure in the past always had an upward trend, with the average employee staying at the company for 10+ years. However, in the past decade, the trend has reversed, with some employees lasting only a few months, and others leaving abruptly after many years.

Step 2: Show why it matters As the perceived loyalty of their employees has long been a source of pride for the company, they employed an outside consultant firm to see why there was so much turnover. The firm focused on the new hires, concluding that a rival shoe company located in the next town offered higher hourly wages and better “perks”, such as pizza parties. They claimed this was what was leading employees to switch. However, to gain a fuller understanding of why the turnover persists even after the consultant study, in-depth qualitative research focused on long-term employees is also needed. Focusing on why established workers leave can help develop a more telling reason why turnover is so high, rather than just due to salaries. It can also potentially identify points of change or conflict in the company’s culture that may cause workers to leave.

Step 3: Set your aims and objectives This project aims to better understand why established workers choose to leave the company. Qualitative methods such as surveys and interviews will be conducted comparing the views of those who have worked 10+ years at the company and chose to stay, compared with those who chose to leave.

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

Methodology

  • Sampling methods
  • Simple random sampling
  • Stratified sampling
  • Cluster sampling
  • Likert scales
  • Reproducibility

 Statistics

  • Null hypothesis
  • Statistical power
  • Probability distribution
  • Effect size
  • Poisson distribution

Research bias

  • Optimism bias
  • Cognitive bias
  • Implicit bias
  • Hawthorne effect
  • Anchoring bias
  • Explicit bias

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

All research questions should be:

  • Focused on a single problem or issue
  • Researchable using primary and/or secondary sources
  • Feasible to answer within the timeframe and practical constraints
  • Specific enough to answer thoroughly
  • Complex enough to develop the answer over the space of a paper or thesis
  • Relevant to your field of study and/or society more broadly

Writing Strong Research Questions

Research objectives describe what you intend your research project to accomplish.

They summarize the approach and purpose of the project and help to focus your research.

Your objectives should appear in the introduction of your research paper , at the end of your problem statement .

Your research objectives indicate how you’ll try to address your research problem and should be specific:

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How to Write an Effective Problem Statement for Your Research Paper

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Table of Contents

The problem statement usually appears at the beginning of an article, making it one of the first things readers encounter. An excellent problem statement not only explains the relevance and importance of the research but also helps readers quickly determine if the article aligns with their interests by clearly defining the topic. Therefore, the problem statement plays a unique role in the widespread dissemination of the paper and enhancing the researcher’s academic influence.  

In this article, we will focus on writing ideas, structure, and practical examples of the problem statement, helping researchers easily write an excellent problem statement.  

Basic Writing Strategies for the Problem Statement  

The problem statement aims to highlight the pressing issue the research intends to address. It should be concise and to the point. Researchers can follow a two-step approach: first, think about the content of the problem statement, and then organize the writing framework.  

Before writing, clarify the following points¹ :  

  • What is the reader’s level of understanding of the research topic?  
  • How can the significance of the research be effectively conveyed to the reader?  

After addressing these two questions, you can organize the content according to the following structure:  

  • Clarify what you aim to achieve with your research.  
  • Explore why the problem exists and explain how solving it helps reach the goal.  
  • Outline the potential impact of the research, such as possible outcomes, challenges, and benefits.  
  • Recommend a plan for your experiment that follows the rules of science.  
  • Explain the potential consequences if the problem is not resolved (if applicable).  

Three Important Parts of the Problem Statement  

The content and length of the problem statement can vary depending on the type of research. Although there’s no fixed format, it’s helpful to include these three key parts:  

  Research Background:  

Explain clearly what problem your research focuses on. Describe how things would be better if this problem didn’t exist. Also, talk about what other researchers have tried to do about this problem and what still needs to be figured out.  

  Research Significance:  

Clarify the impact of the problem on the research field and society, and analyze the cause of the problem. Explain who will benefit from solving the problem, thus demonstrating the relevance of the research and its contribution to the existing research system.²  To illustrate the relevance, consider aspects such as the geographical location or process where the problem occurs, the time period during which it exists, and the severity of the problem.  

Solution:  

Describe the research objective and the expected solution or results.  

Understanding the Writing Method Through Examples  

To further explore the writing method of the problem statement, let’s look at the following case.  

Research Topic: 

The benefits of vitamin D supplementation on the immune system.  

Problem Statement: 

  • Review existing research on the role of vitamin D in the immune system, emphasizing the potential impacts of vitamin D deficiency on the human body.  
  • List the obstacles encountered when trying to increase vitamin D levels in the body through supplements, and briefly mention the physiological or molecular mechanisms behind these obstacles.  
  • Clarify feasible ways to overcome these obstacles, such as new methods to promote the absorption of vitamin D in the intestine. Then, focus on the benefits of these methods, such as helping postmenopausal women with breast cancer improve their blood vitamin D levels.   

Points to Note: 

When crafting your problem statement, focus on essential details and avoid unnecessary information. Additionally, absolute terms such as “must” should be avoided.  

( The examples in this article are used only to illustrate writing points, and the academic views contained therein are not for reference. )  

By mastering these techniques and methods, you can enhance the clarity and impact of their problem statements. This not only makes the articles more engaging for reviewers and readers but also increases the likelihood of broader dissemination.  

For efficient and professional assistance, consider reaching out to Elsevier Language Services. Our team of expert editors, who are native English speakers across various disciplines, can help refine every aspect of your article, including the problem statement. Our goal is to ensure your research achieves efficient publication and has wide-reaching impact, supporting your academic journey in the long term.  

Type in wordcount for Plus Total: USD EUR JPY Follow this link if your manuscript is longer than 9,000 words. Upload

References:  

  • SURF Workshop Resources: Problem Statements – Purdue OWL® – Purdue University. (n.d.). https://owl.purdue.edu/owl/subject_specific_writing/writing_in_the_purdue_surf_program/surf_workshop_resources_problem_statements/index.html
  • Problem Statement | A practical guide to delivering results. (n.d.). Copyright (C)2024 a Practical Guide to Delivering Results. All Rights Reserved. https://deliveringresults.leeds.ac.uk/delivering-results-lifecycle/problem-statement/

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What is a Problem Statement in Research?

What is a Problem Statement in Research? How to Write It with Examples

The question, “What is a research problem statement?” is usually followed by “Why should I care about problem statements, and how can it affect my research?” In this article, we will try to simplify the concept so that you not only grasp its meaning but internalize its importance and learn how to craft a problem statement.

To put it simply, a “problem statement” as the name implies is any statement that describes a problem in research. When you conduct a study, your aim as a researcher is to answer a query or resolve a problem. This learned information is then typically disseminated by writing a research paper that details the entire process for readers (both for experts and the general public). To better grasp this concept, we’ll try to explain what a research problem statement is from the viewpoint of a reader. For the purpose of clarity and brevity the topic is divided into subsections.

Table of Contents

What is a research problem?

A research problem is a clearly defined issue in a particular field of study that requires additional investigation and study to resolve. Once identified, the problem can be succinctly stated to highlight existing knowledge gaps, the importance of solving the research problem, and the difference between a current situation and an improved state.

But why is it important to have a research problem ready? Keep in mind that a good research problem helps you define the main concepts and terms of research that not only guide your study but help you add to or update existing literature. A research problem statement should ideally be clear, precise, and tangible enough to assist you in developing a framework for establishing the objectives, techniques, and analysis of the research project. Hence, any research project, if it is to be completed successfully,  must start with a well-defined research problem.

statement of the problem in quantitative research example

What is research problem statement?

A research problem statement in research writing is the most crucial component of any study, which the researcher must perfect for a variety of reasons, including to get funding and boost readership. We’ve already established that a research article’s “research problem” is a sentence that expresses the specific problem that the research is addressing. But first, let’s discuss the significance of the problem statement in research and how to formulate one, using a few examples.

Do you recall the thoughts that went through your head the last time you read a study article? Have you ever tried to quickly scan the introduction or background of the research article to get a sense of the context and the exact issue the authors were attempting to address through the study? Were you stuck attempting to pinpoint the key sentence(s) that encapsulates the background and context of the study, the motivation behind its initial conduct, and its goals? A research problem statement is the descriptive statement which conveys the issue a researcher is trying to address through the study with the aim of informing the reader the context and significance of performing the study at hand . The research problem statement is crucial for researchers to focus on a particular component of a vast field of study, and for readers to comprehend the significance of the research. A well-defined problem allows you to create a framework to develop research objectives or hypotheses.

Now that we are aware of the significance of a problem statement in research, we can concentrate on creating one that is compelling. Writing a problem statement is a fairly simple process; first, you select a broad topic or research area based on your expertise and the resources at your disposal. Then, you narrow it down to a specific research question or problem relevant to that area of research while keeping the gaps in existing knowledge in mind. To give you a step-by-step instruction on how to write a problem statement for research proposal we’ve broken the process down into sections discussing individual aspects.

When to write a problem statement?

The placement of the research problem in the research project is another crucial component when developing a problem statement. Since the research problem statement is fundamental to writing any research project, it is best to write it at the start of the research process, before experimental setup, data collection, and analysis. Without identifying a specific research problem, you don’t know what exactly you are trying to address through the research so it would not be possible for you to set up the right conditions and foundation for the research project.

It is important to describe the research problem statement at the beginning of the research process to guide the research design and methodology. Another benefit of having a clear and defined research problem early on is that it helps researchers stay on track and focus on the problem at hand without deviating into other trajectories. Writing down the research problem statement also ensures that the current study is relevant, fitting, and fills a knowledge gap. However, note that a research statement can be refined or modified as the research advances and new information becomes available. This could be anything from further deconstructing a specific query to posing a fresh query related to the selected topic area. In fact, it is common practice to revise the problem statement in research to maintain specificity and clarity and to allow room to reflect advancement in the research field.

Bonus point:

A well-defined research problem statement that is referenced in the proper position in the research proposal/article is crucial to effectively communicate the goal and significance of the study to all stakeholders concerned with the research. It piques the reader’s interest in the research area, which can advance the work in several ways and open up future partnerships and even employment opportunities for authors.

What does a research problem statement include?

If you have to create a problem statement from scratch, follow the steps/important aspects listed below to create a well-defined research problem statement.

  • Describe the wide-ranging research topics

To put things in perspective, it is important to first describe the background of the research issue, which derives from a broad area of study or interest that the research project is concerned with.

  • Talk about the research problem/issue

As mentioned earlier, it’s important to state the problem or issues that the research project seeks to address in a clear, succinct manner, preferably in a sentence or two to set the premise of the entire study.

  • Emphasize the importance of the issue

After defining the problem your research will try to solve, explain why it’s significant in the larger context and how your study aims to close the knowledge gap between the current state of knowledge and the ideal scenario.

  • Outline research questions to address the issue

Give a brief description of the list of research questions your study will use to solve the problem at hand and explain how these will address various components of the problem statement.

  • Specify the key goals of the research project

Next, carefully define a set of specific and measurable research objectives that the research project aims to address.

  • Describe the experimental setup

Be sure to include a description of the experimental design, including the intended sample (population/size), setting, or context in the problem statement.

  • Discuss the theoretical framework

Mention the numerous theoretical ideas and precepts necessary to comprehend the study issue and guide the research activity in this section.

  • Include the research methodology

To provide a clear and concise research framework, add a brief description of the research methodologies, including collection and analysis of data, which will be needed to address the research questions and objectives.

Characteristics of a research problem statement

It is essential for a research statement to be clear and concise so that it can guide the development of the research project. A good research statement also helps other stakeholders in comprehending the scope and relevance of the research, which could further lead to opportunities for collaboration or exploration. Here is a list of the key characteristics of a research problem that you should keep in mind when writing an effective research problem statement.

  • The “need” to resolve the issue must be present.

It is not enough to choose a problem in your area of interest and expertise; the research problem should have larger implications for a population or a specific subset. Unless the significance of the research problem is elaborated in detail, the research is not deemed significant. Hence, mentioning the “need” to conduct the research in the context of the subject area and how it will create a difference is of utmost importance.

  • The research problem needs to be presented rationally and clearly

The research statement must be written at the start and be simple enough for even researchers outside the subject area to understand. The two fundamental elements of a successful research problem statement are clarity and specificity. So, check and rewrite your research problem statement if your peers have trouble understanding it. Aim to write in a straightforward manner while addressing all relevant issues and coherent arguments.

  • The research issue is supported by facts and evidence

Before you begin writing the problem statement, you must collect all relevant information available to gain a better understanding of the research topic and existing gaps. A thorough literature search will give you an idea about the current situation and the specific questions you need to ask to close any knowledge gaps. This will also prevent you from asking the questions or identifying issues that have already been addressed. Also, the problem statement should be based on facts and data and should not depend upon hypothetical events.

  • The research problem should generate more research questions

Ideally, the research problem should be such that it helps advance research and encourage more questions. The new questions could be specific to the research that highlights different components or aspects of the problem. These questions must also aid in addressing the problem in a more comprehensive manner which provides a solid foundation for the research study.

  • The research problem should be tangible

The research issue should be concrete, which means that the study project’s budget and time constraints should be met. The research problem should not call for any actions and experiments that are impractical or outside of your area of competence.

To summarize the main characteristics of a research problem statement, it must:

  • Address the knowledge gap
  • Be current and relevant
  • Aids in advancing the field
  • Support future research
  • Be tangible and should suit researcher’s time and interest
  • Be based on facts and data

  How to write a problem statement in research proposal

The format of a problem statement might vary based on the nature and subject of the research; there is no set format. It is typically written in clear, concise sentences and can range from a few sentences to a few pages. Three considerations must be made when formulating a problem statement for a research proposal:

  • Context: The research problem statement needs to be created in the right setting with sufficient background information on the research topic. Context makes it easier to distinguish between the current state and the ideal one in which the issue would not exist. In this section, you can also include instances of any prior attempts and significant roadblocks to solving the problem.
  • Relevance: The main goal of the researcher here is to highlight the relevance of the research study. Explain how the research problem affects society or the field of research and, if the study is conducted to mitigate the issue, what an ideal scenario would look like. Who your study will most affect if the issue is resolved and how it can impact future research are other arguments that might be made in this section.
  • Strategy: Be sure to mention the goals and objectives of your research, and your approach to solve the problem. The purpose of this section is to lay out the research approach for tackling various parts of the research subject.

Examples of problem statement in research proposal

To put what we learned into practice, let’s look at an example of a problem statement in a research report. Suppose you decide to conduct a study on the topic of attention span of different generations. After a thorough literature search you concluded that the attention span of university students is reducing over generations compared to the previous one, even though there are many websites and apps to simplify tasks and make learning easy . This decrease in attention span is attributed to constant exposure to digital content and multiple screens.

In this scenario, the problem statement could be written as – “The problem this study addresses is the lack of regulative measures to control consumption of digital content by young university students, which negatively impacts their attention span”. The research’s goals and objectives, which may employ strategies to increase university students’ attention span by limiting their internet exposure, can then be described in more detail in subsequent paragraphs.

Frequently asked questions

What is a problem statement.

A problem statement is a succinct and unambiguous overview of the research issue that the study is trying to solve.

What is the difference between problem statement and thesis statement?

A problem statement is different from a thesis statement in that the former highlights the main points of a research paper while emphasizing the hypothesis, whilst the latter identifies the issue for which research is being done.

Why is a problem statement needed in a research proposal?

A problem statement identifies the specific problem that the researchers are trying to solve through their research. It is necessary to establish a framework for the project, focus the researcher’s attention, and inform stakeholders of the study’s importance.

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How to Write a Problem Statement in Research with Examples

statement of the problem in quantitative research example

What is a Research Problem Statement?

A research problem statement is a concise statement describing the problem or issue addressed by the research study. The research problem should be composed in a way that both experts and non-experts in the field can understand.

Every research paper describes the investigation of a problem: by adding knowledge to the existing literature, revisiting known observations, or finding concrete solutions. What contribution your publication makes to your field or the scientific community at large depends on whether your research is “basic” (i.e., mainly interested in providing further knowledge that researchers can later apply to specific problems) or “applied” (i.e., developing new techniques, processes, and products).

In any case, a research proposal or research paper must clearly identify and describe the “problem” that is being investigated, so that the reader understands where the research comes from, why the study is relevant, if the applied methods are appropriate, and if the presented results are valid and answer the stated questions. This is known as the “statement of the problem.”

Table of Contents:

  • What is a Research Problem?

How to Write a Problem Statement in a Research Paper

  • Statement of the Problem Example 
  • Where Does the Problem Statement Go in Your Paper?

Consider Using Professional Editing Services

Understanding how to write a research problem.

Your research problem defines the gap in existing knowledge you want to address (e.g., global warming causes), an issue with a certain process (e.g., voter registration) or practices (e.g., patient treatment) that is known and well documented and needs a solution, or some surprising phenomena or earlier findings that point to the need for further investigation. Your approach can be theoretical or practical, and the specific type of problem you choose to address depends on the type of research you want to do. 

In any case, your paper should not repeat what other studies have already said. It also should not ask a question that is too broad in scope to be answered within your study, nor should it be so vague that your reader cannot grasp your motivation or focus. To avoid such problems, you need to clearly define your research question, put it into context, and emphasize its significance for your field of research, the wider research community, or even the general public.

When including your statement of the research problem, several key factors must be considered in order to make a statement that is clear, concise, relevant, and convincing to readers. Think about the following elements not as “steps” to writing your problem statement, but as necessary conditions on which your statement can be firmly grounded and stand out.

Provide context for your study

Putting your research problem in context means providing the reader with the background information they need to understand why you want to study or solve this particular problem and why it is relevant. If there have been earlier attempts at solving the problem or solutions that are available but seem imperfect and need improvement, include that information here.

If you are doing applied research, this part of the problem statement (or “research statement”) should tell the reader where a certain problem arises and who is affected by it. In basic or theoretical research, you make a review of relevant literature on the topic that forms the basis for the current work and tells the reader where your study fits in and what gap in existing knowledge you are addressing.

Establish the relevance of this research

The problem statement also needs to clearly state why the current research matters, or why future work matters if you are writing a research proposal. Ask yourself (and tell your readers) what will happen if the problem continues and who will feel the consequences the most. If the solution you search for or propose in your study has wider relevance outside the context of the subjects you have studied, then this also needs to be included here. In basic research, the advancement of knowledge does not always have clear practical consequences—but you should clearly explain to the reader how the insights your study offers fit into the bigger picture, and what potential future research they could inspire.

Define specific aims and Objectives

Now that the reader knows the context of your research and why it matters, briefly introduce the design and the methods you used or are planning to use. While describing these, you should also formulate your precise aims more clearly, and thereby bring every element in your paper together so that the reader can judge for themselves if they (a) understand the rationale behind your study and (b) are convinced by your approach.

This last part could maybe be considered the actual “statement of the problem” of your study, but you need to prepare the reader by providing all the necessary details before you state it explicitly. If the background literature you cite is too broad and the problem you introduced earlier seems a bit vague, then the reader will have trouble understanding how you came up with the specific experiments you suddenly describe here. Make sure your readers can follow the logical structure of your presentation and that no important details are left out.   

Research Problem Statement Example

The following is a sample statement of the problem for a practical research study on the challenges of online learning. Note that your statement might be much longer (especially the context section where you need to explain the background of the study) and that you will need to provide sources for all the claims you make and the earlier literature you cite. You will also not include the headers “context”, “relevance” and “aims and objectives” but simply present these parts as different paragraphs. But if your problem statement follows this structure, you should have no problem convincing the reader of the significance of your work.

Providing context: Since the beginning of the Covid pandemic, most educational institutions around the world have transitioned to a fully online study model, at least during peak times of infections and social distancing measures. This transition has not been easy and even two years into the pandemic, problems with online teaching and studying persist (reference needed) . While the increasing gap between those with access to technology and equipment and those without access has been determined to be one of the main challenges (reference needed) , others claim that online learning offers more opportunities for many students by breaking down barriers of location and distance (reference needed) .  

Establishing relevance: Since teachers and students cannot wait for circumstances to go back to normal, the measures that schools and universities have implemented during the last two years, their advantages and disadvantages, and the impact of those measures on students’ progress, satisfaction, and well-being need to be understood so that improvements can be made and demographics that have been left behind can receive the support they need as soon as possible.

Defining aims and objectives: To identify what changes in the learning environment were considered the most challenging and how those changes relate to a variety of student outcome measures, we conducted surveys and interviews among teachers and students at ten institutions of higher education in four different major cities, two in the US (New York and Chicago), one in South Korea (Seoul), and one in the UK (London). Responses were analyzed with a focus on different student demographics and how they might have been affected differently by the current situation.

Where Does the Problem Statement Go in Your Paper? 

If you write a statement of the problem for a research proposal, then you could include it as a separate section at the very beginning of the main text (unless you are given a specific different structure or different headings, however, then you will have to adapt to that). If your problem statement is part of a research paper manuscript for publication in an academic journal, then it more or less constitutes your introduction section , with the context/background being the literature review that you need to provide here.

If you write the introduction section after the other parts of your paper, then make sure that the specific research question and approach you describe here are in line with the information provided in the research paper abstract , and that all questions you raise here are answered at the end of the discussion section —as always, consistency is key. Knowing where to put the research question can depend on several important contextual factors.

Receive instant editing with Wordvice AI, our automated AI Grammar Checker . Then hand over your manuscript or paper to a professional English editing service for paper editing , thesis editing , or other academic editing services .

And if you need advice on how to write the other parts of your research paper , on how to make a research paper outline if you are struggling with putting everything you did together, or on how to come up with a good research question in case you are not even sure where to start, then head over to the Wordvice academic resources website where we have a lot more articles and videos for you.

statement of the problem in quantitative research example

The Research Problem & Statement

What they are & how to write them (with examples)

By: Derek Jansen (MBA) | Expert Reviewed By: Eunice Rautenbach (DTech) | March 2023

If you’re new to academic research, you’re bound to encounter the concept of a “ research problem ” or “ problem statement ” fairly early in your learning journey. Having a good research problem is essential, as it provides a foundation for developing high-quality research, from relatively small research papers to a full-length PhD dissertations and theses.

In this post, we’ll unpack what a research problem is and how it’s related to a problem statement . We’ll also share some examples and provide a step-by-step process you can follow to identify and evaluate study-worthy research problems for your own project.

Overview: Research Problem 101

What is a research problem.

  • What is a problem statement?

Where do research problems come from?

  • How to find a suitable research problem
  • Key takeaways

A research problem is, at the simplest level, the core issue that a study will try to solve or (at least) examine. In other words, it’s an explicit declaration about the problem that your dissertation, thesis or research paper will address. More technically, it identifies the research gap that the study will attempt to fill (more on that later).

Let’s look at an example to make the research problem a little more tangible.

To justify a hypothetical study, you might argue that there’s currently a lack of research regarding the challenges experienced by first-generation college students when writing their dissertations [ PROBLEM ] . As a result, these students struggle to successfully complete their dissertations, leading to higher-than-average dropout rates [ CONSEQUENCE ]. Therefore, your study will aim to address this lack of research – i.e., this research problem [ SOLUTION ].

A research problem can be theoretical in nature, focusing on an area of academic research that is lacking in some way. Alternatively, a research problem can be more applied in nature, focused on finding a practical solution to an established problem within an industry or an organisation. In other words, theoretical research problems are motivated by the desire to grow the overall body of knowledge , while applied research problems are motivated by the need to find practical solutions to current real-world problems (such as the one in the example above).

As you can probably see, the research problem acts as the driving force behind any study , as it directly shapes the research aims, objectives and research questions , as well as the research approach. Therefore, it’s really important to develop a very clearly articulated research problem before you even start your research proposal . A vague research problem will lead to unfocused, potentially conflicting research aims, objectives and research questions .

Free Webinar: How To Find A Dissertation Research Topic

What is a research problem statement?

As the name suggests, a problem statement (within a research context, at least) is an explicit statement that clearly and concisely articulates the specific research problem your study will address. While your research problem can span over multiple paragraphs, your problem statement should be brief , ideally no longer than one paragraph . Importantly, it must clearly state what the problem is (whether theoretical or practical in nature) and how the study will address it.

Here’s an example of a statement of the problem in a research context:

Rural communities across Ghana lack access to clean water, leading to high rates of waterborne illnesses and infant mortality. Despite this, there is little research investigating the effectiveness of community-led water supply projects within the Ghanaian context. Therefore, this study aims to investigate the effectiveness of such projects in improving access to clean water and reducing rates of waterborne illnesses in these communities.

As you can see, this problem statement clearly and concisely identifies the issue that needs to be addressed (i.e., a lack of research regarding the effectiveness of community-led water supply projects) and the research question that the study aims to answer (i.e., are community-led water supply projects effective in reducing waterborne illnesses?), all within one short paragraph.

Need a helping hand?

statement of the problem in quantitative research example

Wherever there is a lack of well-established and agreed-upon academic literature , there is an opportunity for research problems to arise, since there is a paucity of (credible) knowledge. In other words, research problems are derived from research gaps . These gaps can arise from various sources, including the emergence of new frontiers or new contexts, as well as disagreements within the existing research.

Let’s look at each of these scenarios:

New frontiers – new technologies, discoveries or breakthroughs can open up entirely new frontiers where there is very little existing research, thereby creating fresh research gaps. For example, as generative AI technology became accessible to the general public in 2023, the full implications and knock-on effects of this were (or perhaps, still are) largely unknown and therefore present multiple avenues for researchers to explore.

New contexts – very often, existing research tends to be concentrated on specific contexts and geographies. Therefore, even within well-studied fields, there is often a lack of research within niche contexts. For example, just because a study finds certain results within a western context doesn’t mean that it would necessarily find the same within an eastern context. If there’s reason to believe that results may vary across these geographies, a potential research gap emerges.

Disagreements – within many areas of existing research, there are (quite naturally) conflicting views between researchers, where each side presents strong points that pull in opposing directions. In such cases, it’s still somewhat uncertain as to which viewpoint (if any) is more accurate. As a result, there is room for further research in an attempt to “settle” the debate.

Of course, many other potential scenarios can give rise to research gaps, and consequently, research problems, but these common ones are a useful starting point. If you’re interested in research gaps, you can learn more here .

How to find a research problem

Given that research problems flow from research gaps , finding a strong research problem for your research project means that you’ll need to first identify a clear research gap. Below, we’ll present a four-step process to help you find and evaluate potential research problems.

If you’ve read our other articles about finding a research topic , you’ll find the process below very familiar as the research problem is the foundation of any study . In other words, finding a research problem is much the same as finding a research topic.

Step 1 – Identify your area of interest

Naturally, the starting point is to first identify a general area of interest . Chances are you already have something in mind, but if not, have a look at past dissertations and theses within your institution to get some inspiration. These present a goldmine of information as they’ll not only give you ideas for your own research, but they’ll also help you see exactly what the norms and expectations are for these types of projects.

At this stage, you don’t need to get super specific. The objective is simply to identify a couple of potential research areas that interest you. For example, if you’re undertaking research as part of a business degree, you may be interested in social media marketing strategies for small businesses, leadership strategies for multinational companies, etc.

Depending on the type of project you’re undertaking, there may also be restrictions or requirements regarding what topic areas you’re allowed to investigate, what type of methodology you can utilise, etc. So, be sure to first familiarise yourself with your institution’s specific requirements and keep these front of mind as you explore potential research ideas.

Step 2 – Review the literature and develop a shortlist

Once you’ve decided on an area that interests you, it’s time to sink your teeth into the literature . In other words, you’ll need to familiarise yourself with the existing research regarding your interest area. Google Scholar is a good starting point for this, as you can simply enter a few keywords and quickly get a feel for what’s out there. Keep an eye out for recent literature reviews and systematic review-type journal articles, as these will provide a good overview of the current state of research.

At this stage, you don’t need to read every journal article from start to finish . A good strategy is to pay attention to the abstract, intro and conclusion , as together these provide a snapshot of the key takeaways. As you work your way through the literature, keep an eye out for what’s missing – in other words, what questions does the current research not answer adequately (or at all)? Importantly, pay attention to the section titled “ further research is needed ”, typically found towards the very end of each journal article. This section will specifically outline potential research gaps that you can explore, based on the current state of knowledge (provided the article you’re looking at is recent).

Take the time to engage with the literature and develop a big-picture understanding of the current state of knowledge. Reviewing the literature takes time and is an iterative process , but it’s an essential part of the research process, so don’t cut corners at this stage.

As you work through the review process, take note of any potential research gaps that are of interest to you. From there, develop a shortlist of potential research gaps (and resultant research problems) – ideally 3 – 5 options that interest you.

The relationship between the research problem and research gap

Step 3 – Evaluate your potential options

Once you’ve developed your shortlist, you’ll need to evaluate your options to identify a winner. There are many potential evaluation criteria that you can use, but we’ll outline three common ones here: value, practicality and personal appeal.

Value – a good research problem needs to create value when successfully addressed. Ask yourself:

  • Who will this study benefit (e.g., practitioners, researchers, academia)?
  • How will it benefit them specifically?
  • How much will it benefit them?

Practicality – a good research problem needs to be manageable in light of your resources. Ask yourself:

  • What data will I need access to?
  • What knowledge and skills will I need to undertake the analysis?
  • What equipment or software will I need to process and/or analyse the data?
  • How much time will I need?
  • What costs might I incur?

Personal appeal – a research project is a commitment, so the research problem that you choose needs to be genuinely attractive and interesting to you. Ask yourself:

  • How appealing is the prospect of solving this research problem (on a scale of 1 – 10)?
  • Why, specifically, is it attractive (or unattractive) to me?
  • Does the research align with my longer-term goals (e.g., career goals, educational path, etc)?

Depending on how many potential options you have, you may want to consider creating a spreadsheet where you numerically rate each of the options in terms of these criteria. Remember to also include any criteria specified by your institution . From there, tally up the numbers and pick a winner.

Step 4 – Craft your problem statement

Once you’ve selected your research problem, the final step is to craft a problem statement. Remember, your problem statement needs to be a concise outline of what the core issue is and how your study will address it. Aim to fit this within one paragraph – don’t waffle on. Have a look at the problem statement example we mentioned earlier if you need some inspiration.

Key Takeaways

We’ve covered a lot of ground. Let’s do a quick recap of the key takeaways:

  • A research problem is an explanation of the issue that your study will try to solve. This explanation needs to highlight the problem , the consequence and the solution or response.
  • A problem statement is a clear and concise summary of the research problem , typically contained within one paragraph.
  • Research problems emerge from research gaps , which themselves can emerge from multiple potential sources, including new frontiers, new contexts or disagreements within the existing literature.
  • To find a research problem, you need to first identify your area of interest , then review the literature and develop a shortlist, after which you’ll evaluate your options, select a winner and craft a problem statement .

statement of the problem in quantitative research example

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

Mahmood Abdulrahman Chiroma

I APPRECIATE YOUR CONCISE AND MIND-CAPTIVATING INSIGHTS ON THE STATEMENT OF PROBLEMS. PLEASE I STILL NEED SOME SAMPLES RELATED TO SUICIDES.

Poonam

Very pleased and appreciate clear information.

Tabatha Cotto

Your videos and information have been a life saver for me throughout my dissertation journey. I wish I’d discovered them sooner. Thank you!

Esther Yateesa

Very interesting. Thank you. Please I need a PhD topic in climate change in relation to health.

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Research Method

Home » Problem Statement – Writing Guide, Examples and Types

Problem Statement – Writing Guide, Examples and Types

Table of Contents

Problem Statement

Problem Statement

Definition:

Problem statement is a clear, concise, and well-defined statement that outlines the issue or challenge that needs to be addressed. It is a crucial element in any project or research as it provides a clear understanding of the problem, its context, and its potential impact.

Types of Problem Statements

There are various types of problem statements, and the type of problem statement used depends on the context and purpose of the project or research. Some common types of problem statements are:

Business Problem Statement

Business Problem Statement identifies a problem or challenge within an organization that needs to be solved. It typically includes the impact of the problem on the organization and its stakeholders, such as customers, employees, or shareholders.

Research Problem Statement

Research Problem Statement outlines the research question or problem that the study aims to address. It describes the research objectives, the significance of the research, and the potential impact of the research findings.

Design Problem Statement

Design Problem Statement defines the problem or challenge that a design project aims to solve. It includes the user’s needs, the design constraints, and the desired outcomes of the design project.

Social Problem Statement

Social Problem Statement describes a problem or challenge in society that needs to be addressed. It typically includes the social, economic, or political impact of the problem and its effect on individuals or communities.

Technical Problem Statement

Technical Problem Statement defines a problem or challenge related to technology or engineering. It includes the technical requirements, constraints, and potential solutions to the problem.

Components of Problem Statement

The components of a problem statement may vary depending on the context and purpose of the project or research, but some common components include:

  • Problem description : This component provides a clear and concise description of the problem, its context, and its impact. It should explain what the problem is, who is affected by it, and why it needs to be addressed.
  • Background information : This component provides context for the problem by describing the current state of knowledge or practice related to the problem. It may include a review of relevant literature, data, or other sources of information.
  • Objectives : This component outlines the specific objectives that the project or research aims to achieve. It should explain what the project or research team hopes to accomplish by addressing the problem.
  • Scope : This component defines the boundaries of the problem by specifying what is included and excluded from the problem statement. It should clarify the limits of the project or research and ensure that the team remains focused on the core problem.
  • Methodology : This component outlines the approach or methodology that the project or research team will use to address the problem. It may include details about data collection, analysis, or other methods used to achieve the objectives.
  • Expected outcomes : This component describes the potential impact or outcomes that the project or research aims to achieve. It should explain how the solution or findings will address the problem and benefit the stakeholders.

How to write Problem Statement

Here are some general steps to follow when writing a problem statement:

  • Identify the problem : Clearly identify the problem that needs to be addressed. Consider the context, stakeholders, and potential consequences of the problem.
  • Research the problem: Conduct research to gather data and information about the problem. This may involve reviewing literature, analyzing data, or consulting with experts.
  • Define the problem: Define the problem clearly and concisely, using specific language and avoiding vague or ambiguous terms. Be sure to include the impact of the problem and the context in which it occurs.
  • State the objectives : Clearly state the objectives that the project or research aims to achieve. This should be specific and measurable, with clear outcomes that can be evaluated.
  • Identify the scope: Identify the boundaries of the problem, including what is included and excluded from the problem statement. This helps to ensure that the team remains focused on the core problem.
  • Outline the methodology : Outline the approach or methodology that the project or research team will use to address the problem. This should be based on research and best practices, and should be feasible and realistic.
  • Describe the expected outcomes : Describe the potential impact or outcomes that the project or research aims to achieve. Be specific about how the solution or findings will address the problem and benefit the stakeholders.
  • Revise and refine : Review the problem statement and revise it as needed to ensure clarity, accuracy, and completeness.

Applications of Problem Statement

Here are some of the applications of problem statements:

  • Research : In academic research, problem statements are used to clearly define the research problem, identify the research question, and justify the need for the study. A well-crafted problem statement is essential for the success of any research project.
  • Project management: In project management, problem statements are used to identify the issues or challenges that a project team needs to address. Problem statements help project managers to define project scope, set project goals, and develop project plans.
  • Business strategy: In business strategy, problem statements are used to identify business challenges and opportunities. Problem statements help businesses to define their strategic objectives, develop action plans, and allocate resources.
  • Product development : In product development, problem statements are used to identify customer needs and develop new products that address those needs. Problem statements help product developers to define product requirements, develop product features, and test product prototypes.
  • Policy-making: In public policy-making, problem statements are used to identify social, economic, and environmental issues that require government intervention. Problem statements help policymakers to define policy objectives, develop policy options, and evaluate policy outcomes.

Examples of Problem Statements

Examples of Problem Statements are as follows:

  • High student-to-teacher ratios are leading to decreased individualized attention and lower academic achievement.
  • Limited funding for extracurricular activities is limiting opportunities for student development and engagement.
  • The lack of diversity and inclusion in curriculum is limiting cultural understanding and perpetuating inequalities.
  • The need for continuous professional development for teachers is crucial to improving teaching quality and student outcomes.
  • Unequal access to education due to socio-economic status, geographical location, or other factors is contributing to disparities in academic achievement.
  • The shortage of healthcare professionals is leading to increased patient wait times and decreased quality of care.
  • Limited access to mental health services is contributing to the high prevalence of mental health issues and suicides.
  • The over-prescription of opioids is contributing to the current opioid epidemic and increasing rates of addiction and overdose.
  • Limited access to affordable and nutritious food is leading to poor nutrition and increased rates of chronic diseases.
  • The lack of standardized electronic health record systems is limiting coordination of care and leading to medical errors.

Environmental Science

  • Pollution from industrial and agricultural practices is contributing to climate change and increased health risks.
  • The overexploitation of natural resources is leading to decreased biodiversity and ecological imbalance.
  • Limited access to clean water is leading to health issues and affecting agriculture and economic development.
  • The destruction of natural habitats is leading to the extinction of many species and disrupting ecosystems.
  • Climate change is leading to more frequent and severe natural disasters, causing significant damage to infrastructure and displacement of populations.

Engineering

  • The inadequate design and maintenance of bridges and roads is leading to increased accidents and fatalities.
  • The lack of reliable and sustainable energy sources is contributing to environmental degradation and limiting economic growth.
  • The lack of cybersecurity measures in critical infrastructure is making it vulnerable to cyber attacks and compromising public safety.
  • The lack of efficient waste management systems is contributing to pollution and environmental degradation.
  • The need for developing technologies that are environmentally friendly and sustainable is crucial to addressing climate change.

Social Work

  • The lack of resources for mental health and social services is contributing to homelessness and the need for emergency assistance.
  • The high prevalence of child abuse and neglect is leading to long-term physical and emotional harm to children.
  • The lack of affordable and accessible childcare is limiting the opportunities for working parents, especially mothers.
  • The stigmatization of mental health issues is limiting access to mental health services and perpetuating discrimination.
  • The limited access to education, employment, and housing opportunities is contributing to poverty and social inequality.
  • The increasing use of ad-blocking software is limiting the effectiveness of traditional digital advertising.
  • The lack of transparency in digital advertising is leading to ad fraud and decreased trust in online marketing.
  • The need to adapt marketing strategies to changing consumer behaviors and preferences is crucial to reaching target audiences effectively.
  • The high competition in the marketplace is making it challenging for small businesses to compete with larger corporations.
  • The need to balance marketing goals with ethical considerations is crucial to maintaining consumer trust and avoiding negative publicity.
  • The high prevalence of anxiety and depression is leading to decreased productivity and increased healthcare costs.
  • The limited access to mental health services in certain geographic areas is limiting access to care and contributing to disparities in mental health outcomes.
  • The need for effective prevention and intervention programs for substance abuse and addiction is crucial to reducing rates of addiction and overdose.
  • The lack of awareness and understanding of mental health issues is perpetuating stigma and limiting access to care.
  • The need for culturally sensitive mental health services that are tailored to the needs of diverse populations is crucial to improving mental health outcomes.

Purpose of Problem Statement

The purpose of a problem statement is to clearly and concisely describe a specific problem or issue that needs to be addressed. It serves as a clear and succinct explanation of the problem, its context, and its importance, providing the necessary information to understand why the problem is worth solving. A well-crafted problem statement also helps to define the scope of the problem, which in turn helps to guide the research or problem-solving process. In essence, a problem statement sets the stage for identifying potential solutions and determining the best approach to solve the problem.

Characteristics of Problem Statement

The characteristics of a good problem statement include:

  • Clear and concise : A problem statement should be written in clear and concise language, free of technical jargon, and easily understandable to the intended audience.
  • Specific : The statement should clearly define the problem and its scope. It should identify the who, what, where, when, and why of the problem.
  • Measurable : A problem statement should be measurable in some way, whether through quantitative or qualitative methods. This allows for objective assessment of progress towards solving the problem.
  • Relevant : The problem statement should be relevant to the context in which it is presented. It should relate to the needs and concerns of stakeholders and the broader community.
  • Feasible : The problem statement should be realistic and achievable, given the available resources and constraints.
  • Innovative: A good problem statement should inspire creative and innovative solutions.
  • Actionable : The problem statement should lead to actionable steps that can be taken to address the problem. It should provide a roadmap for moving forward.

Advantages of Problem Statement

Advantages of Problem Statement are as follows:

  • Focus : A problem statement helps to clearly define the problem at hand and provides focus to the problem-solving process. It helps to avoid wasting time and resources on issues that are not relevant.
  • Alignment : A well-written problem statement ensures that everyone involved in the problem-solving process is on the same page and understands the issue at hand. This alignment helps to ensure that efforts are focused in the right direction and that everyone is working towards the same goal.
  • Clarity : A problem statement provides clarity about the nature of the problem and its impact. This clarity helps to facilitate communication and decision-making, making it easier to develop effective solutions.
  • Innovation : A well-crafted problem statement can inspire creativity and encourage innovative thinking. By clearly defining the problem, it can help to identify new approaches and solutions that may not have been considered before.
  • Measurability : A problem statement that is clear and specific can be used to measure progress and success. It helps to ensure that efforts are focused on addressing the root cause of the problem and that progress towards a solution can be tracked and evaluated.

Limitations of Problem Statement

While problem statements have many advantages, they also have some limitations, such as:

  • Limited Scope: A problem statement is usually focused on a specific issue or challenge. As a result, it may not capture the full complexity of a larger problem, which can limit the effectiveness of the solutions developed.
  • Lack of Detail : In some cases, problem statements may be too broad or lack sufficient detail, which can make it difficult to develop effective solutions. It’s important to ensure that the problem statement is specific enough to guide the problem-solving process.
  • Bias : The way in which a problem statement is written can sometimes reflect the biases or assumptions of the person or group writing it. This can lead to a narrow or incomplete understanding of the problem and limit the effectiveness of the solutions developed.
  • Inflexibility : A problem statement may be too rigid or inflexible, which can limit the exploration of alternative solutions. It’s important to keep an open mind and be willing to adapt the problem statement as new information or perspectives emerge.

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How to Write a Statement of the Problem for Your Research Proposal

Defining your research problem is essential when conducting an experiment. In this article, you will learn how to write a statement of the problem for your research proposal. Learn about the characteristics of a good statement of the problem and examples of research questions.

Updated on May 17, 2022

A researcher working on a problem statement for a new article

You are a great researcher. You are full of ideas and questions as to where to go next with your work. You would not be in this position if you were not good at coming up with interesting questions within your area.

One problem, though, is knowing where to spend your time, energy, and money. Which ideas, questions, and problems are worthwhile?

You need to be able to define a good research problem. A research problem addresses an existing gap in knowledge in your field and leads to further investigations by you and other researchers. Inspiring others with your research problem will lead to citations, enhancing your and your institution's impact.

In order to write a clear and useful problem statement, you need to describe a question and its consequences.

One key way to assess the ‘usefulness' of your research ideas is to learn how to express them as clear problems.

In this article, we will talk about how to write a statement of the problem for your next research proposal. This is important not just for assessing the ‘usefulness' of research ideas, but also for formulating a grant application or proposal. We'll talk about how to explain your research ideas to others in the form of a problem statement in your proposal.

What is a statement of the problem in research?

All research projects should start with a clear problem statement. A problem statement is a formulation of an issue which is usually a ‘gap' within your area. A research gap is an unanswered question, an issue, controversy, or untested hypothesis that has not yet been addressed.

The trick with research problems is working out whether they are actually worth investing the time, energy, and money to figure out. This comes with experience, or you could just read on!

Since a clear problem statement is going to form the basis of your next research project, the question is: How can I write one?

How is this done? The first step is to become familiar with the basic elements of a problem statement in effective research.

Characteristics of a problem statement

A research problem statement has two key attributes:

  • The problem must be challenging and original, but also potentially achievable by your team.
  • The problem must not be incremental. In other words, don't try to address a small change or advance on an existing study that leads to no new scientific insight. This could be damaging to your and your team's reputation, and will likely not lead to a meaningful publication.

Developing a ‘good' research problem statement, therefore, involves systematic planning and setting time-based, realistic objectives. Your problem has to be achievable.

You'll also need to apply feasible research methods based on an approach that best suits the research question. Your methods have to make sense. They must be usable. In other words, you must be able to acquire statistically sufficient and relevant data that is reproducible.

Finally, the problem you define means you'll need to train team members in this particular research area and methods.

Writing a statement of the problem

Stating a research problem is done by defining it within the general area of your research. This depends on your previous work and experience. It may be an area you want to move into or a topic related to what you have already worked on as a researcher. Examples could include a question in astrophysics within physics, robotics within engineering, nutrition within medicine, or marine biology within ocean and Earth science.

Once you've determined your overall area (and you'll know this already of course), it's time to drill down, decide, and define a research problem within that field.

First , your statement should identify a problem that needs to be addressed within your selected sub-area.

This will almost certainly require literature work, but the idea may arise from:

  • Discussions you've had with colleagues;
  • Discussions at a conference;
  • A paper you've read.

Second , your problem statement should be a “good research problem.” This will require further investigation and reading as you consider “what has been done?” and “what needs to be done?”

Third , search for more information, perhaps by:

  • Locating relevant books, papers and other materials;
  • Evaluating the quality and authority of the information collected;
  • Maintaining a regular literature review throughout the project;
  • Making regular notes on background material;
  • Deciding how this literature search will be carried out within the research group;
  • Deciding how information gained will be disseminated to the group (e.g., via each researcher carrying out a regular literature review in their sub-area and information disseminated at group meetings or via email at regular intervals).

This process may well change or modify how your research problem is stated or formulated.

Once your research problem has been identified, research questions within the problem need to be specified.

How long should your statement of the problem be?

Not too long. One page is more than enough for a clear and effective problem statement.

Research questions within your problem

The first stage of writing your research problem statement involves formulating your questions in a meaningful way. In the context of important questions, we are looking for things that many readers across different disciplines find to be interesting. But at the same time, set your question within your field.

Thus, once a research problem has been established, several questions can be written down. These questions should specify exactly what needs to be determined to address the problem.

These questions should also be specific enough that they can be answered using appropriate available research methods - or methods that could be made available to the research group (e.g. by buying or borrowing equipment).

These questions should require complex in-depth investigation, analysis, and argument. They should not be simple enough that they can be answered easily with well-established facts or yes/no answers.

All research questions should be focused, specific, appropriately complex, and relevant to the overall aims of the project.

Examples of questions and next steps

  • How do government regulations prevent companies from polluting water systems?
  • What factors have influenced population growth in the fastest growing countries?
  • How can a bespoke thermal desorption unit be designed and built for use in detection of trace particulate matter in a polluted environment (e.g., a busy city street)?
  • What methods and procedures can be used to understand, and hence control, fundamental chemical processes that occur in flames?
  • How can measurement protocols used in mass spectrometry in a university research laboratory be developed and standardized to enable direct comparison with related measurements in a government laboratory?

Once the problem and questions have been identified, the resources required to carry out the research will need to be assessed. This will involve:

  • Identifying the equipment needed. Find out what is available and what needs to be purchased.
  • Assessing which consumables (e.g., chemicals) are needed for the project, and determining if they can be obtained on a regular basis (i.e., in the right quantities at the appropriate times).
  • Identifying the software, data-analyses and other computer support needed. Assess what needs to be purchased.
  • Assessing what laboratory and office space is needed. And if more is required, discuss this with the relevant laboratory manager.
  • Identifying what support for travel is needed for the group, as well as what resources are required for the group to attend relevant conferences and training of group personnel.

Final thoughts

Defining and writing a clear statement of a problem as the basis of a project is the first - and most important - step in any research. The tips and ideas in this article will help you clearly identify the purpose of the research you are developing.

A clear research problem statement will likely form the skeleton of the Introduction of your final article. If you are able to clearly direct your reader (the most important person in the publishing process) to an important and interesting question, they will likely stay engaged, and use and cite your article in the future.

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  • How to Write a Problem Statement for your Research

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Every research starts with identifying a problem which is usually an existing gap in your field of study. Once you do this, the next step is to craft a statement of the problem that captures this issue and how you plan to resolve it. A statement of problem forms the basis of every systematic investigation. 

Seeing as a problem statement forms the core of your research, it makes sense to know how to write an effective one. So how do you go about this? First, you need to get acquainted with the features of a good problem statement plus its elements and structure. 

Use this guide to know how to write an effective statement of the problem for your systematic investigation. 

What is the Statement of the Problem in Research?

A statement of problem refers to the critical issue that your research seeks to address. In other words, it captures the existing knowledge gap that your study aims to bridge using reliable results or outcomes. A problem statement can be as little as a few sentences or go all the way to several paragraphs—what matters is it communicates the central focus of your study. 

As your study bridges this gap, it also leaves room for future investigations. The implication is that your problem statement should not be too broad; instead, it should address one specific issue and contribute to the knowledge pool for further research. 

Use for Free: Research Form Templates

What are the Features of a Good Problem Statement?  

A good problem statement captures the core purpose of your study in simple, clear, and direct terms. Some other tell-tale signs of a well-written research statement of problem include: 

  • A good problem statement is concrete and concise. It doesn’t capture ideas vaguely or ambiguously.
  • It allows you to contextualize the research problem.
  • A good problem statement helps you to set the aims and objectives of your systematic investigation. 
  • It justifies your research and draws attention to the study’s significance. 

Why is a Problem Statement Important in Research Writing?

Writing a good problem statement serves both the researcher and the readers. For the researcher, the problem statement helps you visualize the scope of your project and outline it accordingly. Also, it allows you to map out specific aims and objectives for your study. 

On the flip side, the problem statement helps the reader identify the core reason for your research and see how your work fits into the existing body of knowledge. It helps them get on the same page as you regarding the importance and significance of your systematic investigation. 

If you require funding for your research, a problem statement can help potential financiers to see why investing in your project is the right move to make. It gives them an overview of the existing problem, your solution, and the impact of your solution on the field of study. 

Elements and Structure of a Problem Statement

In its most basic form, a problem statement comprises three(3) elements which are: 

  • The research problem
  • The claim or working thesis
  • The significance of the study

In other words, it tells the reader what you’re trying to solve, how you plan to solve it, and why you want to solve it. 

1. The Research Problem

Your research problem is the reason for your systematic investigation. It is the gap you identified and planned to fill based on the results of your study. You can also think of this as the primary research question. 

A few questions you should ask yourself here include: 

  • Is it clear what’s being described in this problem statement?
  • Do I understand the main problem being described here?
  • Do I have a good grasp of what the main issue is here?

2. The Claim or Working Thesis 

Your working thesis is the first attempt at asserting your position, and it spells out your stance on the matter at a specific point in time. It’s called a “working” thesis because it is subject to change as your study progresses. In your working thesis, you have the chance to justify your position by providing primary and secondary claims that support your position. 

3. The Significance of the Study 

This is the point where you communicate the value of your research and show readers why it is necessary in the first place. Here, you can discuss the impact of your work and its relevance to your field of study. Don’t forget to highlight the contributions of your work to existing knowledge and how others will benefit from it. 

Read: Research Report: Definition, Types + [Writing Guide]

What is the Difference Between a Thesis Statement and a Problem Statement? 

A problem statement focuses on the specific issue you’ve identified and hope to resolve with your research. It comprises the research problem, claim, or working statement and the significance of your research. On the other hand, a thesis statement makes a specific claim or assertion open for debate. 

For example, the statement “writing is more of a science than an art” is an excellent example of a thesis statement because it proposes an idea that may be true or false. Once you establish the thesis statement for your research, you are expected to provide evidence and build a strong argument that supports this claim.

What are the Steps for Writing a Problem Statement? 

  • Define Your Research Context 
  • State Why The Problem Matters 
  • State the Financial Cost
  • Back Up Your Claims
  • Propose A Solution
  • Conclude By Summarizing the Problem and Solution

1. Define Your Research Context 

The first thing you need to do is build a solid context that makes it easier for readers to understand the problem. A hack for this is to describe an ideal world where the problem doesn’t exist. In other words, help your readers to visualize how different things would be if they didn’t have to deal with this problem in the first place. 

For example, if you’re researching the rise in the number of train accidents in London, start by describing how the process would function if the current problem didn’t exist. When you’ve done this, you can refer to the research problem at the end of your explanation. 

2. State Why the Problem Matters

You should let readers in on why the problem matters and why you must address it at this point. In other words, answer the question, “why is it important that we fix this particular problem?” What difference would it make? 

Your job here is to show the reader why your research problem is the biggest elephant in the room. You may also consider including what attempts have already been made to solve the problem and why they didn’t work out. 

3. State the Financial Cost

If there’s a financial implication of not fixing the problem, then it’s a good idea to state it here. This is more useful if you’re pitching for funding for your research. 

4. Back Up Your Claims

It’s not enough to say that the problem has some negative impact on other people or your organization; you must back up all of these claims with well-researched data. This is the point where you pull up information from relevant secondary data sources and reference them in your work. 

5. Proffer a Solution

Now that we know the problem, the next question is, “what can be done about it”? To answer this, you need to propose a practical solution to the research problem. Take time to demonstrate why this is the most pragmatic solution and why it will work. More importantly, focus on the impact of your solution and hint at its benefits. 

6. Conclude By Summarizing the Problem and Solution

Your conclusion should consist of the problem, why it needs to be fixed, and a summarized argument of why your solution is the best answer to the problem.

Sample Problem Statement 

Problem : The use of hard drugs amongst teenagers in the District of Columbia has increased significantly over the past decade. 

Background : According to the Drug Abuse Statistics Organization data, 50% of teenagers have misused a drug at least once. Teenagers in the District of Columbia are 11.94% more likely to have used drugs in the last month than the average American teen. Existing data shows that this is a significant problem but fails to address the root causes of rising teenage drug abuse in the state. Therefore, more research is required to identify why teenagers in Colombia abuse drugs and proffer solutions to this menace. 

Relevance : Young people who abuse drugs expose themselves to many risks, including life-threatening conditions and mental health-related problems. Drug abuse can impact the brain’s ability to function in the short term and prevent proper growth and development in the long term. Data shows that teenagers who use hard drugs are more likely to be disillusioned. Addressing this problem will give concerned parties the much-needed insights to help them curtail drug abuse. 

Objectives : This research aims to identify the root causes of teenage drug abuse and map out actionable solutions to address this. 

Mistakes to Avoid when Writing Problem Statements  

A good problem statement sets the tone for the rest of your dissertation, so you want to get it right. That said, here are some things you should have at the back of your mind as you craft a problem statement for your research paper. 

1. Make sure your problem statement is straight to the point. Every sentence should reinforce the importance of your study. 

2. Narrow the scope of your problem statement.

3. Avoid unnecessary jargon and highly technical language.

4. Build a logical argument that will convince the reader

5. Emphasize the “why” of the problem 

FAQ About Writing a Statement of the Problem

How do you identify a research problem?

The best way to identify a research problem is to read through existing studies to discover any gaps in knowledge. You can also discover research problems by observing your environment and identifying any contradictions that exist among perspectives. 

Conclusion 

Whether you’re seeking funding for your research or approval from your professor, you need to write a well-defined statement of the problem. A problem statement allows you to pitch the core idea of your study and show others why it is worth being addressed. It should draw attention to the core idea of your research, and convince others to invest in your systematic investigation. 

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Quantitative Research: Examples of Research Questions and Solutions

Are you ready to embark on a journey into the world of quantitative research? Whether you’re a seasoned researcher or just beginning your academic journey, understanding how to formulate effective research questions is essential for conducting meaningful studies. In this blog post, we’ll explore examples of quantitative research questions across various disciplines and discuss how StatsCamp.org courses can provide the tools and support you need to overcome any challenges you may encounter along the way.

Understanding Quantitative Research Questions

Quantitative research involves collecting and analyzing numerical data to answer research questions and test hypotheses. These questions typically seek to understand the relationships between variables, predict outcomes, or compare groups. Let’s explore some examples of quantitative research questions across different fields:

Examples of quantitative research questions

  • What is the relationship between class size and student academic performance?
  • Does the use of technology in the classroom improve learning outcomes?
  • How does parental involvement affect student achievement?
  • What is the effect of a new drug treatment on reducing blood pressure?
  • Is there a correlation between physical activity levels and the risk of cardiovascular disease?
  • How does socioeconomic status influence access to healthcare services?
  • What factors influence consumer purchasing behavior?
  • Is there a relationship between advertising expenditure and sales revenue?
  • How do demographic variables affect brand loyalty?

Stats Camp: Your Solution to Mastering Quantitative Research Methodologies

At StatsCamp.org, we understand that navigating the complexities of quantitative research can be daunting. That’s why we offer a range of courses designed to equip you with the knowledge and skills you need to excel in your research endeavors. Whether you’re interested in learning about regression analysis, experimental design, or structural equation modeling, our experienced instructors are here to guide you every step of the way.

Bringing Your Own Data

One of the unique features of StatsCamp.org is the opportunity to bring your own data to the learning process. Our instructors provide personalized guidance and support to help you analyze your data effectively and overcome any roadblocks you may encounter. Whether you’re struggling with data cleaning, model specification, or interpretation of results, our team is here to help you succeed.

Courses Offered at StatsCamp.org

  • Latent Profile Analysis Course : Learn how to identify subgroups, or profiles, within a heterogeneous population based on patterns of responses to multiple observed variables.
  • Bayesian Statistics Course : A comprehensive introduction to Bayesian data analysis, a powerful statistical approach for inference and decision-making. Through a series of engaging lectures and hands-on exercises, participants will learn how to apply Bayesian methods to a wide range of research questions and data types.
  • Structural Equation Modeling (SEM) Course : Dive into advanced statistical techniques for modeling complex relationships among variables.
  • Multilevel Modeling Course : A in-depth exploration of this advanced statistical technique, designed to analyze data with nested structures or hierarchies. Whether you’re studying individuals within groups, schools within districts, or any other nested data structure, multilevel modeling provides the tools to account for the dependencies inherent in such data.

As you embark on your journey into quantitative research, remember that StatsCamp.org is here to support you every step of the way. Whether you’re formulating research questions, analyzing data, or interpreting results, our courses provide the knowledge and expertise you need to succeed. Join us today and unlock the power of quantitative research!

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  • How to create a survey

Quantitative Research 2 – Formulating a Research Problem

  • 4 minute read

Formulating a Research Problem

Welcome to our article discussing how to formulate a research problem. Strictly on their own, research problems are meaningless. Because of this, they must always be related to a specific topic that one wants to study. A research problem should be formulated using questions that are used to describe the given topic and from which you can then deduce certain hypotheses.

  • Problem –   Lack of customers at a café
  • Research question –  Are customers satisfied with the services at the café?
  • Hypothesis –  If customers are dissatisfied with services at the café, they will not come there.

We will continue on towards the units for correctly formulating a research problem, which are:

  • Decomposing the topic (breaking down the topic into individual elements)
  • Variable types*

Decomposing the Topic

Decomposition—the division of a topic into its component elements—is closely connected with the correct creation of research questions. Thanks to decomposition, you can put together “specifying” questions, with which you will describe the research problem better and then resolve it more successfully. Take care not to ask too many such questions, because they can make your research problem too tangled. Always try to focus only on the main areas and describe those briefly!

  • Problem —Lack of customer interest in a travel agency
  • Research question —Are our clients satisfied with the travel agency’s services?
  • Are clients satisfied with our sales agents?
  • Are clients satisfied with our transport?
  • Are clients satisfied with the trips themselves?

Decomposing a topic is also decisive for going on to correctly compose a hypothesis on the current state of the research problem and write questions for respondents.

You could say that a hypothesis is a proposed prerequisite for the current state of the “project”—a prerequisite that you are trying to confirm or deny with your research. Forming hypotheses is the next-to-last step towards designing the survey itself. Forming a hypothesis comes after getting to know the problem, defining the research question, and decomposing that question.

When forming hypotheses, it is always appropriate to start from available and relevant data and predefined research questions. Then you just need to make use of this information to form hypotheses that you want to confirm or deny.

  • Problem: After the car repair shop was reconstructed, fewer people went there.
  • Research question: Are customers satisfied with the shop’s services?
  • Are customers satisfied with the new repair prices?
  • Are customers satisfied with the waiting time for repairs, which has increased since the reconstruction?
  • Customers are avoiding the car repair shop due to the increased price for repairs.
  • Customers are avoiding the car repair shop due to the now-increased waiting time.

Examples of defined hypotheses:

  • Example 1: A restaurant owner believes that his customers are extremely satisfied with the quality of the restaurant’s food. He will confirm or deny this belief through research.
  • Example 2: A library is visited by university students. The director believes that higher education positively influences the frequency of library visits. She will confirm or deny this belief through research.
  • Example 3: A company’s owners believe that customers would appreciate the option to make purchases over the internet. He will confirm or deny this belief through research.

Variable Types

In quantitative research, a variable means a property within a research question that can take on different values .

Question: How old are you? (this question contains a property that can take on different values )

  • Value – 10-20
  • Value – 21-40
  • Value – 41-60
  • Value – 61+

Variables are mainly used in questionnaires that are then statistically evaluated and edited into the form of graphs.

statement of the problem in quantitative research example

Before you start creating your questionnaire ,  you should know that various types of variables exist, and they are not the same. Variables are classified into three groups by the values they can take on:

  • Interval (cardinal) – The value is a number, which you can compare with other numbers easily and determine by how much they differ. Age and pay belong in this category.
  • Nominal – Nominal values are generally expressed in words. These include, for example, gender or marital status (male/female, single/married).
  • Ordinal – Ordinal values may also be expressed in words, but unlike nominal values, they can be put in order. However, the amount by which they differ cannot be determined precisely. An example would be level of education (high school / university).

The next piece in this series covers sample selection, which is the last step before the actual process of asking respondents questions.

If you have any questions, suggestions, or remarks (on this series or otherwise), please don’t hesitate to contact us via   Facebook , Twitter , G+ or  e-mail .

  • Variable —a property that you are measuring, which can be expressed via specific values
  • Decomposition —the dividing of a topic or area into components
  • Hypothesis —the prerequisite for research (can be confirmed or denied)
  • Respondent —a survey participant who answers questions

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A Practical Guide to Writing Quantitative and Qualitative Research Questions and Hypotheses in Scholarly Articles

Edward barroga.

1 Department of General Education, Graduate School of Nursing Science, St. Luke’s International University, Tokyo, Japan.

Glafera Janet Matanguihan

2 Department of Biological Sciences, Messiah University, Mechanicsburg, PA, USA.

The development of research questions and the subsequent hypotheses are prerequisites to defining the main research purpose and specific objectives of a study. Consequently, these objectives determine the study design and research outcome. The development of research questions is a process based on knowledge of current trends, cutting-edge studies, and technological advances in the research field. Excellent research questions are focused and require a comprehensive literature search and in-depth understanding of the problem being investigated. Initially, research questions may be written as descriptive questions which could be developed into inferential questions. These questions must be specific and concise to provide a clear foundation for developing hypotheses. Hypotheses are more formal predictions about the research outcomes. These specify the possible results that may or may not be expected regarding the relationship between groups. Thus, research questions and hypotheses clarify the main purpose and specific objectives of the study, which in turn dictate the design of the study, its direction, and outcome. Studies developed from good research questions and hypotheses will have trustworthy outcomes with wide-ranging social and health implications.

INTRODUCTION

Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses. 1 , 2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results. 3 , 4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the inception of novel studies and the ethical testing of ideas. 5 , 6

It is crucial to have knowledge of both quantitative and qualitative research 2 as both types of research involve writing research questions and hypotheses. 7 However, these crucial elements of research are sometimes overlooked; if not overlooked, then framed without the forethought and meticulous attention it needs. Planning and careful consideration are needed when developing quantitative or qualitative research, particularly when conceptualizing research questions and hypotheses. 4

There is a continuing need to support researchers in the creation of innovative research questions and hypotheses, as well as for journal articles that carefully review these elements. 1 When research questions and hypotheses are not carefully thought of, unethical studies and poor outcomes usually ensue. Carefully formulated research questions and hypotheses define well-founded objectives, which in turn determine the appropriate design, course, and outcome of the study. This article then aims to discuss in detail the various aspects of crafting research questions and hypotheses, with the goal of guiding researchers as they develop their own. Examples from the authors and peer-reviewed scientific articles in the healthcare field are provided to illustrate key points.

DEFINITIONS AND RELATIONSHIP OF RESEARCH QUESTIONS AND HYPOTHESES

A research question is what a study aims to answer after data analysis and interpretation. The answer is written in length in the discussion section of the paper. Thus, the research question gives a preview of the different parts and variables of the study meant to address the problem posed in the research question. 1 An excellent research question clarifies the research writing while facilitating understanding of the research topic, objective, scope, and limitations of the study. 5

On the other hand, a research hypothesis is an educated statement of an expected outcome. This statement is based on background research and current knowledge. 8 , 9 The research hypothesis makes a specific prediction about a new phenomenon 10 or a formal statement on the expected relationship between an independent variable and a dependent variable. 3 , 11 It provides a tentative answer to the research question to be tested or explored. 4

Hypotheses employ reasoning to predict a theory-based outcome. 10 These can also be developed from theories by focusing on components of theories that have not yet been observed. 10 The validity of hypotheses is often based on the testability of the prediction made in a reproducible experiment. 8

Conversely, hypotheses can also be rephrased as research questions. Several hypotheses based on existing theories and knowledge may be needed to answer a research question. Developing ethical research questions and hypotheses creates a research design that has logical relationships among variables. These relationships serve as a solid foundation for the conduct of the study. 4 , 11 Haphazardly constructed research questions can result in poorly formulated hypotheses and improper study designs, leading to unreliable results. Thus, the formulations of relevant research questions and verifiable hypotheses are crucial when beginning research. 12

CHARACTERISTICS OF GOOD RESEARCH QUESTIONS AND HYPOTHESES

Excellent research questions are specific and focused. These integrate collective data and observations to confirm or refute the subsequent hypotheses. Well-constructed hypotheses are based on previous reports and verify the research context. These are realistic, in-depth, sufficiently complex, and reproducible. More importantly, these hypotheses can be addressed and tested. 13

There are several characteristics of well-developed hypotheses. Good hypotheses are 1) empirically testable 7 , 10 , 11 , 13 ; 2) backed by preliminary evidence 9 ; 3) testable by ethical research 7 , 9 ; 4) based on original ideas 9 ; 5) have evidenced-based logical reasoning 10 ; and 6) can be predicted. 11 Good hypotheses can infer ethical and positive implications, indicating the presence of a relationship or effect relevant to the research theme. 7 , 11 These are initially developed from a general theory and branch into specific hypotheses by deductive reasoning. In the absence of a theory to base the hypotheses, inductive reasoning based on specific observations or findings form more general hypotheses. 10

TYPES OF RESEARCH QUESTIONS AND HYPOTHESES

Research questions and hypotheses are developed according to the type of research, which can be broadly classified into quantitative and qualitative research. We provide a summary of the types of research questions and hypotheses under quantitative and qualitative research categories in Table 1 .

Quantitative research questionsQuantitative research hypotheses
Descriptive research questionsSimple hypothesis
Comparative research questionsComplex hypothesis
Relationship research questionsDirectional hypothesis
Non-directional hypothesis
Associative hypothesis
Causal hypothesis
Null hypothesis
Alternative hypothesis
Working hypothesis
Statistical hypothesis
Logical hypothesis
Hypothesis-testing
Qualitative research questionsQualitative research hypotheses
Contextual research questionsHypothesis-generating
Descriptive research questions
Evaluation research questions
Explanatory research questions
Exploratory research questions
Generative research questions
Ideological research questions
Ethnographic research questions
Phenomenological research questions
Grounded theory questions
Qualitative case study questions

Research questions in quantitative research

In quantitative research, research questions inquire about the relationships among variables being investigated and are usually framed at the start of the study. These are precise and typically linked to the subject population, dependent and independent variables, and research design. 1 Research questions may also attempt to describe the behavior of a population in relation to one or more variables, or describe the characteristics of variables to be measured ( descriptive research questions ). 1 , 5 , 14 These questions may also aim to discover differences between groups within the context of an outcome variable ( comparative research questions ), 1 , 5 , 14 or elucidate trends and interactions among variables ( relationship research questions ). 1 , 5 We provide examples of descriptive, comparative, and relationship research questions in quantitative research in Table 2 .

Quantitative research questions
Descriptive research question
- Measures responses of subjects to variables
- Presents variables to measure, analyze, or assess
What is the proportion of resident doctors in the hospital who have mastered ultrasonography (response of subjects to a variable) as a diagnostic technique in their clinical training?
Comparative research question
- Clarifies difference between one group with outcome variable and another group without outcome variable
Is there a difference in the reduction of lung metastasis in osteosarcoma patients who received the vitamin D adjunctive therapy (group with outcome variable) compared with osteosarcoma patients who did not receive the vitamin D adjunctive therapy (group without outcome variable)?
- Compares the effects of variables
How does the vitamin D analogue 22-Oxacalcitriol (variable 1) mimic the antiproliferative activity of 1,25-Dihydroxyvitamin D (variable 2) in osteosarcoma cells?
Relationship research question
- Defines trends, association, relationships, or interactions between dependent variable and independent variable
Is there a relationship between the number of medical student suicide (dependent variable) and the level of medical student stress (independent variable) in Japan during the first wave of the COVID-19 pandemic?

Hypotheses in quantitative research

In quantitative research, hypotheses predict the expected relationships among variables. 15 Relationships among variables that can be predicted include 1) between a single dependent variable and a single independent variable ( simple hypothesis ) or 2) between two or more independent and dependent variables ( complex hypothesis ). 4 , 11 Hypotheses may also specify the expected direction to be followed and imply an intellectual commitment to a particular outcome ( directional hypothesis ) 4 . On the other hand, hypotheses may not predict the exact direction and are used in the absence of a theory, or when findings contradict previous studies ( non-directional hypothesis ). 4 In addition, hypotheses can 1) define interdependency between variables ( associative hypothesis ), 4 2) propose an effect on the dependent variable from manipulation of the independent variable ( causal hypothesis ), 4 3) state a negative relationship between two variables ( null hypothesis ), 4 , 11 , 15 4) replace the working hypothesis if rejected ( alternative hypothesis ), 15 explain the relationship of phenomena to possibly generate a theory ( working hypothesis ), 11 5) involve quantifiable variables that can be tested statistically ( statistical hypothesis ), 11 6) or express a relationship whose interlinks can be verified logically ( logical hypothesis ). 11 We provide examples of simple, complex, directional, non-directional, associative, causal, null, alternative, working, statistical, and logical hypotheses in quantitative research, as well as the definition of quantitative hypothesis-testing research in Table 3 .

Quantitative research hypotheses
Simple hypothesis
- Predicts relationship between single dependent variable and single independent variable
If the dose of the new medication (single independent variable) is high, blood pressure (single dependent variable) is lowered.
Complex hypothesis
- Foretells relationship between two or more independent and dependent variables
The higher the use of anticancer drugs, radiation therapy, and adjunctive agents (3 independent variables), the higher would be the survival rate (1 dependent variable).
Directional hypothesis
- Identifies study direction based on theory towards particular outcome to clarify relationship between variables
Privately funded research projects will have a larger international scope (study direction) than publicly funded research projects.
Non-directional hypothesis
- Nature of relationship between two variables or exact study direction is not identified
- Does not involve a theory
Women and men are different in terms of helpfulness. (Exact study direction is not identified)
Associative hypothesis
- Describes variable interdependency
- Change in one variable causes change in another variable
A larger number of people vaccinated against COVID-19 in the region (change in independent variable) will reduce the region’s incidence of COVID-19 infection (change in dependent variable).
Causal hypothesis
- An effect on dependent variable is predicted from manipulation of independent variable
A change into a high-fiber diet (independent variable) will reduce the blood sugar level (dependent variable) of the patient.
Null hypothesis
- A negative statement indicating no relationship or difference between 2 variables
There is no significant difference in the severity of pulmonary metastases between the new drug (variable 1) and the current drug (variable 2).
Alternative hypothesis
- Following a null hypothesis, an alternative hypothesis predicts a relationship between 2 study variables
The new drug (variable 1) is better on average in reducing the level of pain from pulmonary metastasis than the current drug (variable 2).
Working hypothesis
- A hypothesis that is initially accepted for further research to produce a feasible theory
Dairy cows fed with concentrates of different formulations will produce different amounts of milk.
Statistical hypothesis
- Assumption about the value of population parameter or relationship among several population characteristics
- Validity tested by a statistical experiment or analysis
The mean recovery rate from COVID-19 infection (value of population parameter) is not significantly different between population 1 and population 2.
There is a positive correlation between the level of stress at the workplace and the number of suicides (population characteristics) among working people in Japan.
Logical hypothesis
- Offers or proposes an explanation with limited or no extensive evidence
If healthcare workers provide more educational programs about contraception methods, the number of adolescent pregnancies will be less.
Hypothesis-testing (Quantitative hypothesis-testing research)
- Quantitative research uses deductive reasoning.
- This involves the formation of a hypothesis, collection of data in the investigation of the problem, analysis and use of the data from the investigation, and drawing of conclusions to validate or nullify the hypotheses.

Research questions in qualitative research

Unlike research questions in quantitative research, research questions in qualitative research are usually continuously reviewed and reformulated. The central question and associated subquestions are stated more than the hypotheses. 15 The central question broadly explores a complex set of factors surrounding the central phenomenon, aiming to present the varied perspectives of participants. 15

There are varied goals for which qualitative research questions are developed. These questions can function in several ways, such as to 1) identify and describe existing conditions ( contextual research question s); 2) describe a phenomenon ( descriptive research questions ); 3) assess the effectiveness of existing methods, protocols, theories, or procedures ( evaluation research questions ); 4) examine a phenomenon or analyze the reasons or relationships between subjects or phenomena ( explanatory research questions ); or 5) focus on unknown aspects of a particular topic ( exploratory research questions ). 5 In addition, some qualitative research questions provide new ideas for the development of theories and actions ( generative research questions ) or advance specific ideologies of a position ( ideological research questions ). 1 Other qualitative research questions may build on a body of existing literature and become working guidelines ( ethnographic research questions ). Research questions may also be broadly stated without specific reference to the existing literature or a typology of questions ( phenomenological research questions ), may be directed towards generating a theory of some process ( grounded theory questions ), or may address a description of the case and the emerging themes ( qualitative case study questions ). 15 We provide examples of contextual, descriptive, evaluation, explanatory, exploratory, generative, ideological, ethnographic, phenomenological, grounded theory, and qualitative case study research questions in qualitative research in Table 4 , and the definition of qualitative hypothesis-generating research in Table 5 .

Qualitative research questions
Contextual research question
- Ask the nature of what already exists
- Individuals or groups function to further clarify and understand the natural context of real-world problems
What are the experiences of nurses working night shifts in healthcare during the COVID-19 pandemic? (natural context of real-world problems)
Descriptive research question
- Aims to describe a phenomenon
What are the different forms of disrespect and abuse (phenomenon) experienced by Tanzanian women when giving birth in healthcare facilities?
Evaluation research question
- Examines the effectiveness of existing practice or accepted frameworks
How effective are decision aids (effectiveness of existing practice) in helping decide whether to give birth at home or in a healthcare facility?
Explanatory research question
- Clarifies a previously studied phenomenon and explains why it occurs
Why is there an increase in teenage pregnancy (phenomenon) in Tanzania?
Exploratory research question
- Explores areas that have not been fully investigated to have a deeper understanding of the research problem
What factors affect the mental health of medical students (areas that have not yet been fully investigated) during the COVID-19 pandemic?
Generative research question
- Develops an in-depth understanding of people’s behavior by asking ‘how would’ or ‘what if’ to identify problems and find solutions
How would the extensive research experience of the behavior of new staff impact the success of the novel drug initiative?
Ideological research question
- Aims to advance specific ideas or ideologies of a position
Are Japanese nurses who volunteer in remote African hospitals able to promote humanized care of patients (specific ideas or ideologies) in the areas of safe patient environment, respect of patient privacy, and provision of accurate information related to health and care?
Ethnographic research question
- Clarifies peoples’ nature, activities, their interactions, and the outcomes of their actions in specific settings
What are the demographic characteristics, rehabilitative treatments, community interactions, and disease outcomes (nature, activities, their interactions, and the outcomes) of people in China who are suffering from pneumoconiosis?
Phenomenological research question
- Knows more about the phenomena that have impacted an individual
What are the lived experiences of parents who have been living with and caring for children with a diagnosis of autism? (phenomena that have impacted an individual)
Grounded theory question
- Focuses on social processes asking about what happens and how people interact, or uncovering social relationships and behaviors of groups
What are the problems that pregnant adolescents face in terms of social and cultural norms (social processes), and how can these be addressed?
Qualitative case study question
- Assesses a phenomenon using different sources of data to answer “why” and “how” questions
- Considers how the phenomenon is influenced by its contextual situation.
How does quitting work and assuming the role of a full-time mother (phenomenon assessed) change the lives of women in Japan?
Qualitative research hypotheses
Hypothesis-generating (Qualitative hypothesis-generating research)
- Qualitative research uses inductive reasoning.
- This involves data collection from study participants or the literature regarding a phenomenon of interest, using the collected data to develop a formal hypothesis, and using the formal hypothesis as a framework for testing the hypothesis.
- Qualitative exploratory studies explore areas deeper, clarifying subjective experience and allowing formulation of a formal hypothesis potentially testable in a future quantitative approach.

Qualitative studies usually pose at least one central research question and several subquestions starting with How or What . These research questions use exploratory verbs such as explore or describe . These also focus on one central phenomenon of interest, and may mention the participants and research site. 15

Hypotheses in qualitative research

Hypotheses in qualitative research are stated in the form of a clear statement concerning the problem to be investigated. Unlike in quantitative research where hypotheses are usually developed to be tested, qualitative research can lead to both hypothesis-testing and hypothesis-generating outcomes. 2 When studies require both quantitative and qualitative research questions, this suggests an integrative process between both research methods wherein a single mixed-methods research question can be developed. 1

FRAMEWORKS FOR DEVELOPING RESEARCH QUESTIONS AND HYPOTHESES

Research questions followed by hypotheses should be developed before the start of the study. 1 , 12 , 14 It is crucial to develop feasible research questions on a topic that is interesting to both the researcher and the scientific community. This can be achieved by a meticulous review of previous and current studies to establish a novel topic. Specific areas are subsequently focused on to generate ethical research questions. The relevance of the research questions is evaluated in terms of clarity of the resulting data, specificity of the methodology, objectivity of the outcome, depth of the research, and impact of the study. 1 , 5 These aspects constitute the FINER criteria (i.e., Feasible, Interesting, Novel, Ethical, and Relevant). 1 Clarity and effectiveness are achieved if research questions meet the FINER criteria. In addition to the FINER criteria, Ratan et al. described focus, complexity, novelty, feasibility, and measurability for evaluating the effectiveness of research questions. 14

The PICOT and PEO frameworks are also used when developing research questions. 1 The following elements are addressed in these frameworks, PICOT: P-population/patients/problem, I-intervention or indicator being studied, C-comparison group, O-outcome of interest, and T-timeframe of the study; PEO: P-population being studied, E-exposure to preexisting conditions, and O-outcome of interest. 1 Research questions are also considered good if these meet the “FINERMAPS” framework: Feasible, Interesting, Novel, Ethical, Relevant, Manageable, Appropriate, Potential value/publishable, and Systematic. 14

As we indicated earlier, research questions and hypotheses that are not carefully formulated result in unethical studies or poor outcomes. To illustrate this, we provide some examples of ambiguous research question and hypotheses that result in unclear and weak research objectives in quantitative research ( Table 6 ) 16 and qualitative research ( Table 7 ) 17 , and how to transform these ambiguous research question(s) and hypothesis(es) into clear and good statements.

VariablesUnclear and weak statement (Statement 1) Clear and good statement (Statement 2) Points to avoid
Research questionWhich is more effective between smoke moxibustion and smokeless moxibustion?“Moreover, regarding smoke moxibustion versus smokeless moxibustion, it remains unclear which is more effective, safe, and acceptable to pregnant women, and whether there is any difference in the amount of heat generated.” 1) Vague and unfocused questions
2) Closed questions simply answerable by yes or no
3) Questions requiring a simple choice
HypothesisThe smoke moxibustion group will have higher cephalic presentation.“Hypothesis 1. The smoke moxibustion stick group (SM group) and smokeless moxibustion stick group (-SLM group) will have higher rates of cephalic presentation after treatment than the control group.1) Unverifiable hypotheses
Hypothesis 2. The SM group and SLM group will have higher rates of cephalic presentation at birth than the control group.2) Incompletely stated groups of comparison
Hypothesis 3. There will be no significant differences in the well-being of the mother and child among the three groups in terms of the following outcomes: premature birth, premature rupture of membranes (PROM) at < 37 weeks, Apgar score < 7 at 5 min, umbilical cord blood pH < 7.1, admission to neonatal intensive care unit (NICU), and intrauterine fetal death.” 3) Insufficiently described variables or outcomes
Research objectiveTo determine which is more effective between smoke moxibustion and smokeless moxibustion.“The specific aims of this pilot study were (a) to compare the effects of smoke moxibustion and smokeless moxibustion treatments with the control group as a possible supplement to ECV for converting breech presentation to cephalic presentation and increasing adherence to the newly obtained cephalic position, and (b) to assess the effects of these treatments on the well-being of the mother and child.” 1) Poor understanding of the research question and hypotheses
2) Insufficient description of population, variables, or study outcomes

a These statements were composed for comparison and illustrative purposes only.

b These statements are direct quotes from Higashihara and Horiuchi. 16

VariablesUnclear and weak statement (Statement 1)Clear and good statement (Statement 2)Points to avoid
Research questionDoes disrespect and abuse (D&A) occur in childbirth in Tanzania?How does disrespect and abuse (D&A) occur and what are the types of physical and psychological abuses observed in midwives’ actual care during facility-based childbirth in urban Tanzania?1) Ambiguous or oversimplistic questions
2) Questions unverifiable by data collection and analysis
HypothesisDisrespect and abuse (D&A) occur in childbirth in Tanzania.Hypothesis 1: Several types of physical and psychological abuse by midwives in actual care occur during facility-based childbirth in urban Tanzania.1) Statements simply expressing facts
Hypothesis 2: Weak nursing and midwifery management contribute to the D&A of women during facility-based childbirth in urban Tanzania.2) Insufficiently described concepts or variables
Research objectiveTo describe disrespect and abuse (D&A) in childbirth in Tanzania.“This study aimed to describe from actual observations the respectful and disrespectful care received by women from midwives during their labor period in two hospitals in urban Tanzania.” 1) Statements unrelated to the research question and hypotheses
2) Unattainable or unexplorable objectives

a This statement is a direct quote from Shimoda et al. 17

The other statements were composed for comparison and illustrative purposes only.

CONSTRUCTING RESEARCH QUESTIONS AND HYPOTHESES

To construct effective research questions and hypotheses, it is very important to 1) clarify the background and 2) identify the research problem at the outset of the research, within a specific timeframe. 9 Then, 3) review or conduct preliminary research to collect all available knowledge about the possible research questions by studying theories and previous studies. 18 Afterwards, 4) construct research questions to investigate the research problem. Identify variables to be accessed from the research questions 4 and make operational definitions of constructs from the research problem and questions. Thereafter, 5) construct specific deductive or inductive predictions in the form of hypotheses. 4 Finally, 6) state the study aims . This general flow for constructing effective research questions and hypotheses prior to conducting research is shown in Fig. 1 .

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Research questions are used more frequently in qualitative research than objectives or hypotheses. 3 These questions seek to discover, understand, explore or describe experiences by asking “What” or “How.” The questions are open-ended to elicit a description rather than to relate variables or compare groups. The questions are continually reviewed, reformulated, and changed during the qualitative study. 3 Research questions are also used more frequently in survey projects than hypotheses in experiments in quantitative research to compare variables and their relationships.

Hypotheses are constructed based on the variables identified and as an if-then statement, following the template, ‘If a specific action is taken, then a certain outcome is expected.’ At this stage, some ideas regarding expectations from the research to be conducted must be drawn. 18 Then, the variables to be manipulated (independent) and influenced (dependent) are defined. 4 Thereafter, the hypothesis is stated and refined, and reproducible data tailored to the hypothesis are identified, collected, and analyzed. 4 The hypotheses must be testable and specific, 18 and should describe the variables and their relationships, the specific group being studied, and the predicted research outcome. 18 Hypotheses construction involves a testable proposition to be deduced from theory, and independent and dependent variables to be separated and measured separately. 3 Therefore, good hypotheses must be based on good research questions constructed at the start of a study or trial. 12

In summary, research questions are constructed after establishing the background of the study. Hypotheses are then developed based on the research questions. Thus, it is crucial to have excellent research questions to generate superior hypotheses. In turn, these would determine the research objectives and the design of the study, and ultimately, the outcome of the research. 12 Algorithms for building research questions and hypotheses are shown in Fig. 2 for quantitative research and in Fig. 3 for qualitative research.

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EXAMPLES OF RESEARCH QUESTIONS FROM PUBLISHED ARTICLES

  • EXAMPLE 1. Descriptive research question (quantitative research)
  • - Presents research variables to be assessed (distinct phenotypes and subphenotypes)
  • “BACKGROUND: Since COVID-19 was identified, its clinical and biological heterogeneity has been recognized. Identifying COVID-19 phenotypes might help guide basic, clinical, and translational research efforts.
  • RESEARCH QUESTION: Does the clinical spectrum of patients with COVID-19 contain distinct phenotypes and subphenotypes? ” 19
  • EXAMPLE 2. Relationship research question (quantitative research)
  • - Shows interactions between dependent variable (static postural control) and independent variable (peripheral visual field loss)
  • “Background: Integration of visual, vestibular, and proprioceptive sensations contributes to postural control. People with peripheral visual field loss have serious postural instability. However, the directional specificity of postural stability and sensory reweighting caused by gradual peripheral visual field loss remain unclear.
  • Research question: What are the effects of peripheral visual field loss on static postural control ?” 20
  • EXAMPLE 3. Comparative research question (quantitative research)
  • - Clarifies the difference among groups with an outcome variable (patients enrolled in COMPERA with moderate PH or severe PH in COPD) and another group without the outcome variable (patients with idiopathic pulmonary arterial hypertension (IPAH))
  • “BACKGROUND: Pulmonary hypertension (PH) in COPD is a poorly investigated clinical condition.
  • RESEARCH QUESTION: Which factors determine the outcome of PH in COPD?
  • STUDY DESIGN AND METHODS: We analyzed the characteristics and outcome of patients enrolled in the Comparative, Prospective Registry of Newly Initiated Therapies for Pulmonary Hypertension (COMPERA) with moderate or severe PH in COPD as defined during the 6th PH World Symposium who received medical therapy for PH and compared them with patients with idiopathic pulmonary arterial hypertension (IPAH) .” 21
  • EXAMPLE 4. Exploratory research question (qualitative research)
  • - Explores areas that have not been fully investigated (perspectives of families and children who receive care in clinic-based child obesity treatment) to have a deeper understanding of the research problem
  • “Problem: Interventions for children with obesity lead to only modest improvements in BMI and long-term outcomes, and data are limited on the perspectives of families of children with obesity in clinic-based treatment. This scoping review seeks to answer the question: What is known about the perspectives of families and children who receive care in clinic-based child obesity treatment? This review aims to explore the scope of perspectives reported by families of children with obesity who have received individualized outpatient clinic-based obesity treatment.” 22
  • EXAMPLE 5. Relationship research question (quantitative research)
  • - Defines interactions between dependent variable (use of ankle strategies) and independent variable (changes in muscle tone)
  • “Background: To maintain an upright standing posture against external disturbances, the human body mainly employs two types of postural control strategies: “ankle strategy” and “hip strategy.” While it has been reported that the magnitude of the disturbance alters the use of postural control strategies, it has not been elucidated how the level of muscle tone, one of the crucial parameters of bodily function, determines the use of each strategy. We have previously confirmed using forward dynamics simulations of human musculoskeletal models that an increased muscle tone promotes the use of ankle strategies. The objective of the present study was to experimentally evaluate a hypothesis: an increased muscle tone promotes the use of ankle strategies. Research question: Do changes in the muscle tone affect the use of ankle strategies ?” 23

EXAMPLES OF HYPOTHESES IN PUBLISHED ARTICLES

  • EXAMPLE 1. Working hypothesis (quantitative research)
  • - A hypothesis that is initially accepted for further research to produce a feasible theory
  • “As fever may have benefit in shortening the duration of viral illness, it is plausible to hypothesize that the antipyretic efficacy of ibuprofen may be hindering the benefits of a fever response when taken during the early stages of COVID-19 illness .” 24
  • “In conclusion, it is plausible to hypothesize that the antipyretic efficacy of ibuprofen may be hindering the benefits of a fever response . The difference in perceived safety of these agents in COVID-19 illness could be related to the more potent efficacy to reduce fever with ibuprofen compared to acetaminophen. Compelling data on the benefit of fever warrant further research and review to determine when to treat or withhold ibuprofen for early stage fever for COVID-19 and other related viral illnesses .” 24
  • EXAMPLE 2. Exploratory hypothesis (qualitative research)
  • - Explores particular areas deeper to clarify subjective experience and develop a formal hypothesis potentially testable in a future quantitative approach
  • “We hypothesized that when thinking about a past experience of help-seeking, a self distancing prompt would cause increased help-seeking intentions and more favorable help-seeking outcome expectations .” 25
  • “Conclusion
  • Although a priori hypotheses were not supported, further research is warranted as results indicate the potential for using self-distancing approaches to increasing help-seeking among some people with depressive symptomatology.” 25
  • EXAMPLE 3. Hypothesis-generating research to establish a framework for hypothesis testing (qualitative research)
  • “We hypothesize that compassionate care is beneficial for patients (better outcomes), healthcare systems and payers (lower costs), and healthcare providers (lower burnout). ” 26
  • Compassionomics is the branch of knowledge and scientific study of the effects of compassionate healthcare. Our main hypotheses are that compassionate healthcare is beneficial for (1) patients, by improving clinical outcomes, (2) healthcare systems and payers, by supporting financial sustainability, and (3) HCPs, by lowering burnout and promoting resilience and well-being. The purpose of this paper is to establish a scientific framework for testing the hypotheses above . If these hypotheses are confirmed through rigorous research, compassionomics will belong in the science of evidence-based medicine, with major implications for all healthcare domains.” 26
  • EXAMPLE 4. Statistical hypothesis (quantitative research)
  • - An assumption is made about the relationship among several population characteristics ( gender differences in sociodemographic and clinical characteristics of adults with ADHD ). Validity is tested by statistical experiment or analysis ( chi-square test, Students t-test, and logistic regression analysis)
  • “Our research investigated gender differences in sociodemographic and clinical characteristics of adults with ADHD in a Japanese clinical sample. Due to unique Japanese cultural ideals and expectations of women's behavior that are in opposition to ADHD symptoms, we hypothesized that women with ADHD experience more difficulties and present more dysfunctions than men . We tested the following hypotheses: first, women with ADHD have more comorbidities than men with ADHD; second, women with ADHD experience more social hardships than men, such as having less full-time employment and being more likely to be divorced.” 27
  • “Statistical Analysis
  • ( text omitted ) Between-gender comparisons were made using the chi-squared test for categorical variables and Students t-test for continuous variables…( text omitted ). A logistic regression analysis was performed for employment status, marital status, and comorbidity to evaluate the independent effects of gender on these dependent variables.” 27

EXAMPLES OF HYPOTHESIS AS WRITTEN IN PUBLISHED ARTICLES IN RELATION TO OTHER PARTS

  • EXAMPLE 1. Background, hypotheses, and aims are provided
  • “Pregnant women need skilled care during pregnancy and childbirth, but that skilled care is often delayed in some countries …( text omitted ). The focused antenatal care (FANC) model of WHO recommends that nurses provide information or counseling to all pregnant women …( text omitted ). Job aids are visual support materials that provide the right kind of information using graphics and words in a simple and yet effective manner. When nurses are not highly trained or have many work details to attend to, these job aids can serve as a content reminder for the nurses and can be used for educating their patients (Jennings, Yebadokpo, Affo, & Agbogbe, 2010) ( text omitted ). Importantly, additional evidence is needed to confirm how job aids can further improve the quality of ANC counseling by health workers in maternal care …( text omitted )” 28
  • “ This has led us to hypothesize that the quality of ANC counseling would be better if supported by job aids. Consequently, a better quality of ANC counseling is expected to produce higher levels of awareness concerning the danger signs of pregnancy and a more favorable impression of the caring behavior of nurses .” 28
  • “This study aimed to examine the differences in the responses of pregnant women to a job aid-supported intervention during ANC visit in terms of 1) their understanding of the danger signs of pregnancy and 2) their impression of the caring behaviors of nurses to pregnant women in rural Tanzania.” 28
  • EXAMPLE 2. Background, hypotheses, and aims are provided
  • “We conducted a two-arm randomized controlled trial (RCT) to evaluate and compare changes in salivary cortisol and oxytocin levels of first-time pregnant women between experimental and control groups. The women in the experimental group touched and held an infant for 30 min (experimental intervention protocol), whereas those in the control group watched a DVD movie of an infant (control intervention protocol). The primary outcome was salivary cortisol level and the secondary outcome was salivary oxytocin level.” 29
  • “ We hypothesize that at 30 min after touching and holding an infant, the salivary cortisol level will significantly decrease and the salivary oxytocin level will increase in the experimental group compared with the control group .” 29
  • EXAMPLE 3. Background, aim, and hypothesis are provided
  • “In countries where the maternal mortality ratio remains high, antenatal education to increase Birth Preparedness and Complication Readiness (BPCR) is considered one of the top priorities [1]. BPCR includes birth plans during the antenatal period, such as the birthplace, birth attendant, transportation, health facility for complications, expenses, and birth materials, as well as family coordination to achieve such birth plans. In Tanzania, although increasing, only about half of all pregnant women attend an antenatal clinic more than four times [4]. Moreover, the information provided during antenatal care (ANC) is insufficient. In the resource-poor settings, antenatal group education is a potential approach because of the limited time for individual counseling at antenatal clinics.” 30
  • “This study aimed to evaluate an antenatal group education program among pregnant women and their families with respect to birth-preparedness and maternal and infant outcomes in rural villages of Tanzania.” 30
  • “ The study hypothesis was if Tanzanian pregnant women and their families received a family-oriented antenatal group education, they would (1) have a higher level of BPCR, (2) attend antenatal clinic four or more times, (3) give birth in a health facility, (4) have less complications of women at birth, and (5) have less complications and deaths of infants than those who did not receive the education .” 30

Research questions and hypotheses are crucial components to any type of research, whether quantitative or qualitative. These questions should be developed at the very beginning of the study. Excellent research questions lead to superior hypotheses, which, like a compass, set the direction of research, and can often determine the successful conduct of the study. Many research studies have floundered because the development of research questions and subsequent hypotheses was not given the thought and meticulous attention needed. The development of research questions and hypotheses is an iterative process based on extensive knowledge of the literature and insightful grasp of the knowledge gap. Focused, concise, and specific research questions provide a strong foundation for constructing hypotheses which serve as formal predictions about the research outcomes. Research questions and hypotheses are crucial elements of research that should not be overlooked. They should be carefully thought of and constructed when planning research. This avoids unethical studies and poor outcomes by defining well-founded objectives that determine the design, course, and outcome of the study.

Disclosure: The authors have no potential conflicts of interest to disclose.

Author Contributions:

  • Conceptualization: Barroga E, Matanguihan GJ.
  • Methodology: Barroga E, Matanguihan GJ.
  • Writing - original draft: Barroga E, Matanguihan GJ.
  • Writing - review & editing: Barroga E, Matanguihan GJ.
  • Chapter 1: Home
  • Narrowing Your Topic

Problem Statement Overview

How to write a problem statement.

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Jump to DSE Guide

The dissertation problem needs to be very focused because everything else from the dissertation research logically flows from the problem. You may say that the problem statement is the very core of a dissertation research study. If the problem is too big or too vague, it will be difficult to scope out a purpose that is manageable for one person, given the time available to execute and finish the dissertation research study.

Through your research, your aim is to obtain information that helps address a problem so it can be resolved. Note that the researcher does not actually solve the problem themselves by conducting research but provides new knowledge that can be used toward a resolution. Typically, the problem is solved (or partially solved) by practitioners in the field, using input from researchers.

Given the above, the problem statement should do three things :

  • Specify and describe the problem (with appropriate citations)
  • Explain the consequences of NOT solving the problem
  • Explain the knowledge needed to solve the problem (i.e., what is currently unknown about the problem and its resolution – also referred to as a gap )

What is a problem?

The world is full of problems! Not all problems make good dissertation research problems, however, because they are either too big, complex, or risky for doctorate candidates to solve. A proper research problem can be defined as a specific, evidence-based, real-life issue faced by certain people or organizations that have significant negative implications to the involved parties.

Example of a proper, specific, evidence-based, real-life dissertation research problem:

“Only 6% of CEOs in Fortune 500 companies are women” (Center for Leadership Studies, 2019).

Specific refers to the scope of the problem, which should be sufficiently manageable and focused to address with dissertation research. For example, the problem “terrorism kills thousands of people each year” is probably not specific enough in terms of who gets killed by which terrorists, to work for a doctorate candidate; or “Social media use among call-center employees may be problematic because it could reduce productivity,” which contains speculations about the magnitude of the problem and the possible negative effects.

Evidence-based here means that the problem is well-documented by recent research findings and/or statistics from credible sources. Anecdotal evidence does not qualify in this regard. Quantitative evidence is generally preferred over qualitative ditto when establishing a problem because quantitative evidence (from a credible source) usually reflects generalizable facts, whereas qualitative evidence in the form of research conclusions tend to only apply to the study sample and may not be generalizable to a larger population. Example of a problem that isn’t evidence-based: “Based on the researcher’s experience, the problem is that people don’t accept female leaders;” which is an opinion-based statement based on personal (anecdotal) experience.

Real-life means that a problem exists regardless of whether research is conducted or not. This means that “lack of knowledge” or “lack of research” cannot be used as the problem for a dissertation study because it’s an academic issue or a gap; and not a real-life problem experienced by people or organizations.  Example of a problem that doesn’t exist in real life: “There is not enough research on the reasons why people distrust minority healthcare workers.” This type of statement also reveals the assumption that people actually do mistrust minority healthcare workers; something that needs to be supported by actual, credible evidence to potentially work as an underlying research problem.

What are consequences?

Consequences are negative implications experienced by a group of people or organizations, as a result of the problem. The negative effects should be of a certain magnitude to warrant research. For example, if fewer than 1% of the stakeholders experience a negative consequence of a problem and that consequence only constitutes a minor inconvenience, research is probably not warranted. Negative consequences that can be measured weigh stronger than those that cannot be put on some kind of scale.

In the example above, a significant negative consequence is that women face much larger barriers than men when attempting to get promoted to executive jobs; or are 94% less likely than men to get to that level in Corporate America.

What is a gap?

To establish a complete basis for a dissertation research study, the problem has to be accompanied by a gap . A gap is missing knowledge or insights about a particular issue that contributes to the persistence of the problem. We use gaps to “situate” new research in the existing literature by adding to the knowledge base in the business research field, in a specific manner (determined by the purpose of the research). Identifying gaps requires you to review the literature in a thorough fashion, to establish a complete understanding of what is known and what isn’t known about a certain problem.  In the example from above about the underrepresentation of female CEOs, a gap may be that male-dominated boards have not been studied extensively in terms of their CEO hiring decisions, which might then warrant a study of such boards, to uncover implicit biases and discriminatory practices against female candidates.

How to Write a Problem Statement

  • Here is one way to construct a problem section (keep in mind you have a 250-300 word limit, but you can write first and edit later):

It is helpful to begin the problem statement with a sentence :  “The problem to be addressed through this study is… ”  Then, fill out the rest of the paragraph with elaboration of that specific problem, making sure to “document” it, as NU reviewers will look for research-based evidence that it is indeed a problem (emphasis also on timeliness of the problem, supported by citations within the last 5 years).

Next, write a paragraph explaining the consequences of NOT solving the problem. Who will be affected? How will they be affected? How important is it to fix the problem? Again, NU reviewers will want to see research-based citations and statistics that indicate the negative implications are significant.

In the final paragraph, you will explain what information (research) is needed in order to fix the problem. This paragraph shows that the problem is worthy of doctoral-level research. What isn’t known about the problem? Ie, what is the gap? Presumably, if your problem and purpose are aligned, your research will try to close or minimize this gap by investigating the problem. Have other researchers investigated the issue? What has their research left unanswered?

  • Another way to tackle the Statement of the Problem:

The Statement of the Problem section is a very clear, concise identification of the problem. It must stay within the template guidelines of 250-300 words but more importantly, must contain four elements as outlined below. A dissertation worthy problem should be able to address all of the following points:

-->identification of the problem itself--what is "going wrong" (Ellis & Levy, 2008)

-->who is affected by the problem

-->the consequences that will result from a continuation of the problem

-->a brief discussion of 1) at least 3 authors’ research related to the problem; and 2)   their stated suggestion/recommendation for further research related to the problem

Use the following to work on the Statement of the Problem by first outlining the section as follows:

1. One clear, concise statement that tells the reader what is not working, what is “going wrong”. Be specific and support it with current studies.

2. Tell who is affected by the problem identified in #1. 

3. Briefly tell what will happen if the problem isn’t addressed.

4. Find at least 3 current studies and write a sentence or two for each study that

i. briefly discusses the author(s)’ work, what they studied, and

ii. state their recommendation for further research about the problem

  • Finally, you can follow this simple 3-part outline when writing the statement of the problem section:

Your problem statement is a short (250-300 words), 3 paragraph section, in which you

  • Explain context and state problem (“the problem is XYZ”), supported by statistics and/or recent research findings
  • Explain the negative consequences of the problem to stakeholders, supported by statistics and/or recent research findings
  • Explain the gap in the literature.

Example of a problem statement that follows the 3-part outline (295 words):

The problem to be addressed by this study is the decline of employee well-being for followers of novice mid-level managers and the corresponding rise in employee turnover faced by business leaders across the financial services industry (Oh et al., 2014).  Low levels of employee well-being are toxic for morale and result in expensive turnover costs, dysfunctional work environments, anemic corporate cultures, and poor customer service (Compdata, 2018; Oh et al., 2014).  According to Ufer (2017), the financial services industry suffers from one of the highest turnover rates among millennial-aged employees in all industries in the developed world, at 18.6% annually.  Starkman (2015) reported that 50% of those surveyed in financial services were not satisfied with a single one of the four key workplace aspects: job, firm, pay or career path. 

Low levels of employee well-being interrupt a financial services’ company’s ability to deliver outstanding customer service in a world increasingly dependent on that commodity (Wladawsky-Berger, 2018).Mid-level managers play an essential role in support of the success of many of top businesses today (Anicich & Hirsh, 2017). 

The current body of literature does not adequately address the well-being issue in the financial services industry from the follower’s perspective (Uhl-Bien, Riggio, Lowe, & Carsten, 2014). Strategic direction flows top-down from senior executives and passes through mid-level leadership to individual contributors at more junior grades.  The mid-level managers’ teams are tasked with the achievement of core tasks and the managers themselves are expected to maintain the workforce’s morale, motivation and welfare (Anicich & Hirsh, 2017).  Unless industry leaders better understand the phenomenon of employee well-being from the follower perspective and its role in positioning employees to provide a premium client experience, they may be handicapped from preserving their most significant principal market differentiator: customer service (Wladawsky-Berger, 2018). 

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Quantitative Research Questionnaire – Types & Examples

Published by Alvin Nicolas at August 20th, 2024 , Revised On August 21, 2024

Research is usually done to provide solutions to an ongoing problem. Wherever the researchers see a gap, they tend to launch research to enhance their knowledge and to provide solutions to the needs of others. If they want to research from a subjective point of view, they consider qualitative research. On the other hand, when they research from an objective point of view, they tend to consider quantitative research.

There’s a fine line between subjectivity and objectivity. Qualitative research, related to subjectivity, assesses individuals’ personal opinions and experiences, while quantitative research, associated with objectivity, collects numerical data to derive results. However, the best medium to collect data in quantitative research is a questionnaire.

Let’s discuss what a quantitative research questionnaire is, its types, methods of writing questions, and types of survey questions. By thoroughly understanding these key essential terms, you can efficiently create a professional and well-organised quantitative research questionnaire.

What is a Quantitative Research Questionnaire?

Quantitative research questionnaires are preferably used during quantitative research. They are a well-structured set of questions designed specifically to gather specific, close-ended participant responses. This allows the researchers to gather numerical data and obtain a deep understanding of a particular event or problem.

As you know, qualitative research questionnaires contain open-ended questions that allow the participants to express themselves freely, while quantitative research questionnaires contain close-ended and specific questions, such as multiple-choice and Likert scales, to assess individuals’ behaviour.

Quantitative research questionnaires are usually used in research in various fields, such as psychology, medicine, chemistry, and economics.

Let’s see how you can write quantitative research questions by going through some examples:

  • How much do British people consume fast food per week?
  • What is the percentage of students living in hostels in London?

Types of Quantitative Research Questions With Examples

After learning what a quantitative research questionnaire is and what quantitative research questions look like, it’s time to thoroughly discuss the different types of quantitative research questions to explore this topic more.

Dichotomous Questions

Dichotomous questions are those with a margin for only two possible answers. They are usually used when the answers are “Yes/No” or “True/False.” These questions significantly simplify the research process and help collect simple responses.

Example: Have you ever visited Istanbul?

Multiple Choice Questions

Multiple-choice questions have a list of possible answers for the participants to choose from. They help assess people’s general knowledge, and the data gathered by multiple-choice questions can be easily analysed.

Example: Which of the following is the capital of France?

Multiple Answer Questions

Multiple-answer questions are similar to multiple-choice questions. However, there are multiple answers for participants to choose from. They are used when the questions can’t have a single, specific answer.

Example: Which of the following movie genres are your favourite?

Likert Scale Questions

Likert scale questions are used when the preferences and emotions of the participants are measured from one extreme to another. The scales are usually applied to measure likelihood, frequency, satisfaction, and agreement. The Likert scale has only five options to choose from.

Example: How satisfied are you with your job?

Semantic Differential Questions

Similar to Likert scales, semantic differential questions are also used to measure the emotions and attitudes of participants. The only difference is that instead of using extreme options such as strongly agree and strongly disagree, opposites of a particular choice are given to reduce bias.

Example: Please rate the services of our company.

Rank Order Questions

Rank-order questions are usually used to measure the preferences and choices of the participants efficiently. In this, multiple choices are given, and participants are asked to rank them according to their perspective. This helps to create a good participant profile.

Example: Rank the given books according to your interest.

Matrix Questions

Matrix questions are similar to Likert scales. In Likert scales, participants’ responses are measured through separate questions, while in matrix questions, multiple questions are compiled in a single row to simplify the data collection method efficiently.

Example: Rate the following activities that you do in daily life.

How To Write Quantitative Research Questions?

Quantitative research questions allow researchers to gather empirical data to answer their research problems. As we have discussed the different types of quantitative research questions above, it’s time to learn how to write the perfect quantitative research questions for a questionnaire and streamline your research process.

Here are the steps to follow to write quantitative research questions efficiently.

Step 1: Determine the Research Goals

The first step in writing quantitative research questions is to determine your research goals. Determining and confirming your research goals significantly helps you understand what kind of questions you need to create and for what grade. Efficiently determining the research goals also reduces the need for further modifications in the questionnaire.

Step 2: Be Mindful About the Variables

There are two variables in the questions: independent and dependent. It is essential to decide what would be the dependent variable in your questions and what would be the independent. It significantly helps to understand where to emphasise and where not. It also reduces the probability of additional and vague questions.

Step 3: Choose the Right Type of Question

It is also important to determine the right type of questions to add to your questionnaire. Whether you want Likert scales, rank-order questions, or multiple-answer questions, choosing the right type of questions will help you measure individuals’ responses efficiently and accurately.

Step 4: Use Easy and Clear Language

Another thing to keep in mind while writing questions for a quantitative research questionnaire is to use easy and clear language. As you know, quantitative research is done to measure specific and simple responses in empirical form, and using easy and understandable language in questions makes a huge difference.

Step 5: Be Specific About The Topic

Always be mindful and specific about your topic. Avoid writing questions that divert from your topic because they can cause participants to lose interest. Use the basic terms of your selected topic and gradually go deep. Also, remember to align your topic and questions with your research objectives and goals.

Step 6: Appropriately Write Your Questions

When you have considered all the above-discussed things, it’s time to write your questions appropriately. Don’t just haste in writing. Think twice about the result of a question and then consider writing it in the questionnaire. Remember to be precise while writing. Avoid overwriting.

Step 7: Gather Feedback From Peers

When you have finished writing questions, gather feedback from your researcher peers. Write down all the suggestions and feedback given by your peers. Don’t panic over the criticism of your questions. Remember that it’s still time to make necessary changes to the questionnaire before launching your campaign.

Step 8: Refine and Finalise the Questions

After gathering peer feedback, make necessary and appropriate changes to your questions. Be mindful of your research goals and topic. Try to modify your questions according to them. Also, be mindful of the theme and colour scheme of the questionnaire that you decided on. After refining the questions, finalise your questionnaire.

Types of Survey Questionnaires in Quantitative Research

Quantitative research questionnaires have close-ended questions that allow the researchers to measure accurate and specific responses from the participants. They don’t contain open-ended questions like qualitative research, where the response is measured by interviews and focus groups. Good combinations of questions are used in the quantitative research survey .

However, here are the types of surveys in quantitative research:

Descriptive Survey

The descriptive survey is used to obtain information about a particular variable. It is used to associate a quantity and quantify research variables. The questions associated with descriptive surveys mostly start with “What is” and “How much”.

Example: A descriptive survey to measure how much money children spend to buy toys.

Comparative Survey

A comparative survey is used to establish a comparison between one or more dependable variables and two or more comparison groups. This survey aims to form a comparative relation between the variables under study. The structure of the question in a comparative survey is, “What is the difference in [dependable variable] between [two or more groups]?”.

Example: A comparative survey on the difference in political awareness between Eastern and Western citizens.

Relationship-Based Survey

Relationship-based survey is used to understand the relationship or association between two or more independent and dependent variables. Cause and effect between two or more variables is measured in the relationship-based survey. The structure of questions in a relationship-based survey is, “What is the relation [between or among] [independent variable] and [dependable variable]?”.

Example: What is the relationship between education and lifestyle in America?

Advantages & Disadvantages of Questionnaires in Quantitative Research

Quantitative research questionnaires are an excellent tool to collect data and information about the responses of individuals. Quantitative research comes with various advantages, but along with advantages, it also has its disadvantages. Check the table below to learn about the advantages and disadvantages of a quantitative research questionnaire.

It is an efficient source for quickly collecting data. It restricts the depth of the topic during collection.
There is less risk of subjectivity and research bias. There is a high risk of artificial and unreal expectations of research questions.
It significantly helps to collect extensive insights into the population. It overemphasises empirical data, avoiding personal opinions.
It focuses on simplicity and particularity. There is a risk of over-simplicity.
There are clear and achievable research objectives. There is a risk of additional amendments and modifications.

Quantitative Research Questionnaire Example

Here is an example of a quantitative research questionnaire to help you get the idea and create an efficient and well-developed questionnaire for your research:

Warm welcome, and thank you for participating in our survey. Please provide your response to the questions below. Your esteemed response will significantly help us to achieve our research goals and provide effective solutions to society.

17-20

21-24

25-28

29-32

ii) What is your gender?

Male

Female

Other

Prefer not to say

ii) Have you graduated?

Yes

No

iii) Are you employed?

iv) Are you married?

Yes

No

 

Part 2: Provide your honest response. 

Question 1: I have tried online shopping.

Strongly Disagree

Disagree

Neutral 

Agree

Strongly Agree

Question 2: I have good experience with online shopping.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

Question 3: I have a bad experience with online shopping.

Question 4: I received my order on time. 

Question 5: I like physical shopping more. 

Frequently Asked Questions

What is a quantitative research questionnaire.

A quantitative research questionnaire is a well-structured set of questions designed specifically to gather specific and close-ended participant responses.

What is the difference between qualitative and quantitative research?

The difference between qualitative and quantitative research is subjectivity and objectivity. Subjectivity is associated with qualitative research, while objectivity is associated with quantitative research. 

What are the advantages of a quantitative research questionnaire?

  • It is quick and efficient.
  • There is less risk of research bias and subjectivity.
  • It is particular and simple.

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Quantitative Research Methods

What is quantitative research, about this guide, introduction, quantitative research methodologies.

  • Key Resources
  • Quantitative Software
  • Finding Qualitative Studies

 The purpose of this guide is to provide a starting point for learning about quantitative research. In this guide, you'll find:

  • Resources on diverse types of quantitative research.
  • An overview of resources for data, methods & analysis
  • Popular quantitative software options
  • Information on how to find quantitative studies

Research involving the collection of data in numerical form for quantitative analysis. The numerical data can be durations, scores, counts of incidents, ratings, or scales. Quantitative data can be collected in either controlled or naturalistic environments, in laboratories or field studies, from special populations or from samples of the general population. The defining factor is that numbers result from the process, whether the initial data collection produced numerical values, or whether non-numerical values were subsequently converted to numbers as part of the analysis process, as in content analysis.

Citation: Garwood, J. (2006). Quantitative research. In V. Jupp (Ed.), The SAGE dictionary of social research methods. (pp. 251-252). London, England: SAGE Publications. doi:10.4135/9780857020116

Watch the following video to learn more about Quantitative Research:

(Video best viewed in Edge and Chrome browsers, or click here to view in the Sage Research Methods Database)

Correlational

Researchers will compare two sets of numbers to try and identify a relationship (if any) between two things.

Descriptive

Researchers will attempt to quantify a variety of factors at play as they study a particular type of phenomenon or action. For example, researchers might use a descriptive methodology to understand the effects of climate change on the life cycle of a plant or animal.

Experimental

To understand the effects of a variable, researchers will design an experiment where they can control as many factors as possible. This can involve creating control and experimental groups. The experimental group will be exposed to the variable to study its effects. The control group provides data about what happens when the variable is absent. For example, in a study about online teaching, the control group might receive traditional face-to-face instruction while the experimental group would receive their instruction virtually.

Quasi-Experimental/Quasi-Comparative

Researchers will attempt to determine what (if any) effect a variable can have. These studies may have multiple independent variables (causes) and multiple dependent variables (effects), but this can complicate researchers' efforts to find out if A can cause B or if X, Y, and Z are also playing a role.

Surveys can be considered a quantitative methodology if the researchers require their respondents to choose from pre-determined responses.

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  • Last Updated: Aug 20, 2024 5:29 PM
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Qualitative research examples: How to unlock, rich, descriptive insights

User Research

Aug 19, 2024 • 17 minutes read

Qualitative research examples: How to unlock, rich, descriptive insights

Qualitative research uncovers in-depth user insights, but what does it look like? Here are seven methods and examples to help you get the data you need.

Armin Tanovic

Armin Tanovic

Behind every what, there’s a why . Qualitative research is how you uncover that why. It enables you to connect with users and understand their thoughts, feelings, wants, needs, and pain points.

There’s many methods for conducting qualitative research, and many objectives it can help you pursue—you might want to explore ways to improve NPS scores, combat reduced customer retention, or understand (and recreate) the success behind a well-received product. The common thread? All these metrics impact your business, and qualitative research can help investigate and improve that impact.

In this article, we’ll take you through seven methods and examples of qualitative research, including when and how to use them.

Qualitative UX research made easy

Conduct qualitative research with Maze, analyze data instantly, and get rich, descriptive insights that drive decision-making.

statement of the problem in quantitative research example

7 Qualitative research methods: An overview

There are various qualitative UX research methods that can help you get in-depth, descriptive insights. Some are suited to specific phases of the design and development process, while others are more task-oriented.

Here’s our overview of the most common qualitative research methods. Keep reading for their use cases, and detailed examples of how to conduct them.

Method

User interviews

Focus groups

Ethnographic research

Qualitative observation

Case study research

Secondary research

Open-ended surveys

to extract descriptive insights.

1. User interviews

A user interview is a one-on-one conversation between a UX researcher, designer or Product Manager and a target user to understand their thoughts, perspectives, and feelings on a product or service. User interviews are a great way to get non-numerical data on individual experiences with your product, to gain a deeper understanding of user perspectives.

Interviews can be structured, semi-structured, or unstructured . Structured interviews follow a strict interview script and can help you get answers to your planned questions, while semi and unstructured interviews are less rigid in their approach and typically lead to more spontaneous, user-centered insights.

When to use user interviews

Interviews are ideal when you want to gain an in-depth understanding of your users’ perspectives on your product or service, and why they feel a certain way.

Interviews can be used at any stage in the product design and development process, being particularly helpful during:

  • The discovery phase: To better understand user needs, problems, and the context in which they use your product—revealing the best potential solutions
  • The design phase: To get contextual feedback on mockups, wireframes, and prototypes, helping you pinpoint issues and the reasons behind them
  • Post-launch: To assess if your product continues to meet users’ shifting expectations and understand why or why not

How to conduct user interviews: The basics

  • Draft questions based on your research objectives
  • Recruit relevant research participants and schedule interviews
  • Conduct the interview and transcribe responses
  • Analyze the interview responses to extract insights
  • Use your findings to inform design, product, and business decisions

💡 A specialized user interview tool makes interviewing easier. With Maze Interview Studies , you can recruit, host, and analyze interviews all on one platform.

User interviews: A qualitative research example

Let’s say you’ve designed a recruitment platform, called Tech2Talent , that connects employers with tech talent. Before starting the design process, you want to clearly understand the pain points employers experience with existing recruitment tools'.

You draft a list of ten questions for a semi-structured interview for 15 different one-on-one interviews. As it’s semi-structured, you don’t expect to ask all the questions—the script serves as more of a guide.

One key question in your script is: “Have tech recruitment platforms helped you find the talent you need in the past?”

Most respondents answer with a resounding and passionate ‘no’ with one of them expanding:

“For our company, it’s been pretty hit or miss honestly. They let just about anyone make a profile and call themselves tech talent. It’s so hard sifting through serious candidates. I can’t see any of their achievements until I invest time setting up an interview.”

You begin to notice a pattern in your responses: recruitment tools often lack easily accessible details on talent profiles.

You’ve gained contextual feedback on why other recruitment platforms fail to solve user needs.

2. Focus groups

A focus group is a research method that involves gathering a small group of people—around five to ten users—to discuss a specific topic, such as their’ experience with your new product feature. Unlike user interviews, focus groups aim to capture the collective opinion of a wider market segment and encourage discussion among the group.

When to use focus groups

You should use focus groups when you need a deeper understanding of your users’ collective opinions. The dynamic discussion among participants can spark in-depth insights that might not emerge from regular interviews.

Focus groups can be used before, during, and after a product launch. They’re ideal:

  • Throughout the problem discovery phase: To understand your user segment’s pain points and expectations, and generate product ideas
  • Post-launch: To evaluate and understand the collective opinion of your product’s user experience
  • When conducting market research: To grasp usage patterns, consumer perceptions, and market opportunities for your product

How to conduct focus group studies: The basics

  • Draft prompts to spark conversation, or a series of questions based on your UX research objectives
  • Find a group of five to ten users who are representative of your target audience (or a specific user segment) and schedule your focus group session
  • Conduct the focus group by talking and listening to users, then transcribe responses
  • Analyze focus group responses and extract insights
  • Use your findings to inform design decisions

The number of participants can make it difficult to take notes or do manual transcriptions. We recommend using a transcription or a specialized UX research tool , such as Maze, that can automatically create ready-to-share reports and highlight key user insights.

Focus groups: A qualitative research example

You’re a UX researcher at FitMe , a fitness app that creates customized daily workouts for gym-goers. Unlike many other apps, FitMe takes into account the previous day’s workout and aims to create one that allows users to effectively rest different muscles.

However, FitMe has an issue. Users are generating workouts but not completing them. They’re accessing the app, taking the necessary steps to get a workout for the day, but quitting at the last hurdle.

Time to talk to users.

You organize a focus group to get to the root of the drop-off issue. You invite five existing users, all of whom have dropped off at the exact point you’re investigating, and ask them questions to uncover why.

A dialog develops:

Participant 1: “Sometimes I’ll get a workout that I just don’t want to do. Sure, it’s a good workout—but I just don’t want to physically do it. I just do my own thing when that happens.”

Participant 2: “Same here, some of them are so boring. I go to the gym because I love it. It’s an escape.”

Participant 3: “Right?! I get that the app generates the best one for me on that specific day, but I wish I could get a couple of options.”

Participant 4: “I’m the same, there are some exercises I just refuse to do. I’m not coming to the gym to do things I dislike.”

Conducting the focus groups and reviewing the transcripts, you realize that users want options. A workout that works for one gym-goer doesn’t necessarily work for the next.

A possible solution? Adding the option to generate a new workout (that still considers previous workouts)and the ability to blacklist certain exercises, like burpees.

3. Ethnographic research

Ethnographic research is a research method that involves observing and interacting with users in a real-life environment. By studying users in their natural habitat, you can understand how your product fits into their daily lives.

Ethnographic research can be active or passive. Active ethnographic research entails engaging with users in their natural environment and then following up with methods like interviews. Passive ethnographic research involves letting the user interact with the product while you note your observations.

When to use ethnographic research

Ethnographic research is best suited when you want rich insights into the context and environment in which users interact with your product. Keep in mind that you can conduct ethnographic research throughout the entire product design and development process —from problem discovery to post-launch. However, it’s mostly done early in the process:

  • Early concept development: To gain an understanding of your user's day-to-day environment. Observe how they complete tasks and the pain points they encounter. The unique demands of their everyday lives will inform how to design your product.
  • Initial design phase: Even if you have a firm grasp of the user’s environment, you still need to put your solution to the test. Conducting ethnographic research with your users interacting with your prototype puts theory into practice.

How to conduct ethnographic research:

  • Recruit users who are reflective of your audience
  • Meet with them in their natural environment, and tell them to behave as they usually would
  • Take down field notes as they interact with your product
  • Engage with your users, ask questions, or host an in-depth interview if you’re doing an active ethnographic study
  • Collect all your data and analyze it for insights

While ethnographic studies provide a comprehensive view of what potential users actually do, they are resource-intensive and logistically difficult. A common alternative is diary studies. Like ethnographic research, diary studies examine how users interact with your product in their day-to-day, but the data is self-reported by participants.

⚙️ Recruiting participants proving tough and time-consuming? Maze Panel makes it easy, with 400+ filters to find your ideal participants from a pool of 3 million participants.

Ethnographic research: A qualitative research example

You're a UX researcher for a project management platform called ProFlow , and you’re conducting an ethnographic study of the project creation process with key users, including a startup’s COO.

The first thing you notice is that the COO is rushing while navigating the platform. You also take note of the 46 tabs and Zoom calls opened on their monitor. Their attention is divided, and they let out an exasperated sigh as they repeatedly hit “refresh” on your website’s onboarding interface.

You conclude the session with an interview and ask, “How easy or difficult did you find using ProFlow to coordinate a project?”

The COO answers: “Look, the whole reason we turn to project platforms is because we need to be quick on our feet. I’m doing a million things so I need the process to be fast and simple. The actual project management is good, but creating projects and setting up tables is way too complicated.”

You realize that ProFlow ’s project creation process takes way too much time for professionals working in fast-paced, dynamic environments. To solve the issue, propose a quick-create option that enables them to move ahead with the basics instead of requiring in-depth project details.

4. Qualitative observation

Qualitative observation is a similar method to ethnographic research, though not as deep. It involves observing your users in a natural or controlled environment and taking notes as they interact with a product. However, be sure not to interrupt them, as this compromises the integrity of the study and turns it into active ethnographic research.

When to qualitative observation

Qualitative observation is best when you want to record how users interact with your product without anyone interfering. Much like ethnographic research, observation is best done during:

  • Early concept development: To help you understand your users' daily lives, how they complete tasks, and the problems they deal with. The observations you collect in these instances will help you define a concept for your product.
  • Initial design phase: Observing how users deal with your prototype helps you test if they can easily interact with it in their daily environments

How to conduct qualitative observation:

  • Recruit users who regularly use your product
  • Meet with users in either their natural environment, such as their office, or within a controlled environment, such as a lab
  • Observe them and take down field notes based on what you notice

Qualitative observation: An qualitative research example

You’re conducting UX research for Stackbuilder , an app that connects businesses with tools ideal for their needs and budgets. To determine if your app is easy to use for industry professionals, you decide to conduct an observation study.

Sitting in with the participant, you notice they breeze past the onboarding process, quickly creating an account for their company. Yet, after specifying their company’s budget, they suddenly slow down. They open links to each tool’s individual page, confusingly switching from one tab to another. They let out a sigh as they read through each website.

Conducting your observation study, you realize that users find it difficult to extract information from each tool’s website. Based on your field notes, you suggest including a bullet-point summary of each tool directly on your platform.

5. Case study research

Case studies are a UX research method that provides comprehensive and contextual insights into a real-world case over a long period of time. They typically include a range of other qualitative research methods, like interviews, observations, and ethnographic research. A case study allows you to form an in-depth analysis of how people use your product, helping you uncover nuanced differences between your users.

When to use case studies

Case studies are best when your product involves complex interactions that need to be tracked over a longer period or through in-depth analysis. You can also use case studies when your product is innovative, and there’s little existing data on how users interact with it.

As for specific phases in the product design and development process:

  • Initial design phase: Case studies can help you rigorously test for product issues and the reasons behind them, giving you in-depth feedback on everything between user motivations, friction points, and usability issues
  • Post-launch phase: Continuing with case studies after launch can give you ongoing feedback on how users interact with the product in their day-to-day lives. These insights ensure you can meet shifting user expectations with product updates and future iterations

How to conduct case studies:

  • Outline an objective for your case study such as examining specific user tasks or the overall user journey
  • Select qualitative research methods such as interviews, ethnographic studies, or observations
  • Collect and analyze your data for comprehensive insights
  • Include your findings in a report with proposed solutions

Case study research: A qualitative research example

Your team has recently launched Pulse , a platform that analyzes social media posts to identify rising digital marketing trends. Pulse has been on the market for a year, and you want to better understand how it helps small businesses create successful campaigns.

To conduct your case study, you begin with a series of interviews to understand user expectations, ethnographic research sessions, and focus groups. After sorting responses and observations into common themes you notice a main recurring pattern. Users have trouble interpreting the data from their dashboards, making it difficult to identify which trends to follow.

With your synthesized insights, you create a report with detailed narratives of individual user experiences, common themes and issues, and recommendations for addressing user friction points.

Some of your proposed solutions include creating intuitive graphs and summaries for each trend study. This makes it easier for users to understand trends and implement strategic changes in their campaigns.

6. Secondary research

Secondary research is a research method that involves collecting and analyzing documents, records, and reviews that provide you with contextual data on your topic. You’re not connecting with participants directly, but rather accessing pre-existing available data. For example, you can pull out insights from your UX research repository to reexamine how they apply to your new UX research objective.

Strictly speaking, it can be both qualitative and quantitative—but today we focus on its qualitative application.

When to use secondary research

Record keeping is particularly useful when you need supplemental insights to complement, validate, or compare current research findings. It helps you analyze shifting trends amongst your users across a specific period. Some other scenarios where you need record keeping include:

  • Initial discovery or exploration phase: Secondary research can help you quickly gather background information and data to understand the broader context of a market
  • Design and development phase: See what solutions are working in other contexts for an idea of how to build yours

Secondary research is especially valuable when your team faces budget constraints, tight deadlines, or limited resources. Through review mining and collecting older findings, you can uncover useful insights that drive decision-making throughout the product design and development process.

How to conduct secondary research:

  • Outline your UX research objective
  • Identify potential data sources for information on your product, market, or target audience. Some of these sources can include: a. Review websites like Capterra and G2 b. Social media channels c. Customer service logs and disputes d. Website reviews e. Reports and insights from previous research studies f. Industry trends g. Information on competitors
  • Analyze your data by identifying recurring patterns and themes for insights

Secondary research: A qualitative research example

SafeSurf is a cybersecurity platform that offers threat detection, security audits, and real-time reports. After conducting multiple rounds of testing, you need a quick and easy way to identify remaining usability issues. Instead of conducting another resource-intensive method, you opt for social listening and data mining for your secondary research.

Browsing through your company’s X, you identify a recurring theme: many users without a background in tech find SafeSurf ’s reports too technical and difficult to read. Users struggle with understanding what to do if their networks are breached.

After checking your other social media channels and review sites, the issue pops up again.

With your gathered insights, your team settles on introducing a simplified version of reports, including clear summaries, takeaways, and step-by-step protocols for ensuring security.

By conducting secondary research, you’ve uncovered a major usability issue—all without spending large amounts of time and resources to connect with your users.

7. Open-ended surveys

Open-ended surveys are a type of unmoderated UX research method that involves asking users to answer a list of qualitative research questions designed to uncover their attitudes, expectations, and needs regarding your service or product. Open-ended surveys allow users to give in-depth, nuanced, and contextual responses.

When to use open-ended surveys

User surveys are an effective qualitative research method for reaching a large number of users. You can use them at any stage of the design and product development process, but they’re particularly useful:

  • When you’re conducting generative research : Open-ended surveys allow you to reach a wide range of users, making them especially useful during initial research phases when you need broad insights into user experiences
  • When you need to understand customer satisfaction: Open-ended customer satisfaction surveys help you uncover why your users might be dissatisfied with your product, helping you find the root cause of their negative experiences
  • In combination with close-ended surveys: Get a combination of numerical, statistical insights and rich descriptive feedback. You’ll know what a specific percentage of your users think and why they think it.

How to conduct open-ended surveys:

  • Design your survey and draft out a list of survey questions
  • Distribute your surveys to respondents
  • Analyze survey participant responses for key themes and patterns
  • Use your findings to inform your design process

Open-ended surveys: A qualitative research example

You're a UX researcher for RouteReader , a comprehensive logistics platform that allows users to conduct shipment tracking and route planning. Recently, you’ve launched a new predictive analytics feature that allows users to quickly identify and prepare for supply chain disruptions.

To better understand if users find the new feature helpful, you create an open-ended, in-app survey.

The questions you ask your users:

  • “What has been your experience with our new predictive analytics feature?"
  • “Do you find it easy or difficult to rework your routes based on our predictive suggestions?”
  • “Does the predictive analytics feature make planning routes easier? Why or why not?”

Most of the responses are positive. Users report using the predictive analytics feature to make last-minute adjustments to their route plans, and some even rely on it regularly. However, a few users find the feature hard to notice, making it difficult to adjust their routes on time.

To ensure users have supply chain insights on time, you integrate the new feature into each interface so users can easily spot important information and adjust their routes accordingly.

💡 Surveys are a lot easier with a quality survey tool. Maze’s Feedback Surveys solution has all you need to ensure your surveys get the insights you need—including AI-powered follow-up and automated reports.

Qualitative research vs. quantitative research: What’s the difference?

Alongside qualitative research approaches, UX teams also use quantitative research methods. Despite the similar names, the two are very different.

Here are some of the key differences between qualitative research and quantitative research .

Research type

Qualitative research

.

Quantitative research

Before selecting either qualitative or quantitative methods, first identify what you want to achieve with your UX research project. As a general rule of thumb, think qualitative data collection for in-depth understanding and quantitative studies for measurement and validation.

Conduct qualitative research with Maze

You’ll often find that knowing the what is pointless without understanding the accompanying why . Qualitative research helps you uncover your why.

So, what about how —how do you identify your 'what' and your 'why'?

The answer is with a user research tool like Maze.

Maze is the leading user research platform that lets you organize, conduct, and analyze both qualitative and quantitative research studies—all from one place. Its wide variety of UX research methods and advanced AI capabilities help you get the insights you need to build the right products and experiences faster.

Frequently asked questions about qualitative research examples

What is qualitative research?

Qualitative research is a research method that aims to provide contextual, descriptive, and non-numerical insights on a specific issue. Qualitative research methods like interviews, case studies, and ethnographic studies allow you to uncover the reasoning behind your user’s attitudes and opinions.

Can a study be both qualitative and quantitative?

Absolutely! You can use mixed methods in your research design, which combines qualitative and quantitative approaches to gain both descriptive and statistical insights.

For example, user surveys can have both close-ended and open-ended questions, providing comprehensive data like percentages of user views and descriptive reasoning behind their answers.

Is qualitative or quantitative research better?

The choice between qualitative and quantitative research depends upon your research goals and objectives.

Qualitative research methods are better suited when you want to understand the complexities of your user’s problems and uncover the underlying motives beneath their thoughts, feelings, and behaviors. Quantitative research excels in giving you numerical data, helping you gain a statistical view of your user's attitudes, identifying trends, and making predictions.

What are some approaches to qualitative research?

There are many approaches to qualitative studies. An approach is the underlying theory behind a method, and a method is a way of implementing the approach. Here are some approaches to qualitative research:

  • Grounded theory: Researchers study a topic and develop theories inductively
  • Phenomenological research: Researchers study a phenomenon through the lived experiences of those involved
  • Ethnography: Researchers immerse themselves in organizations to understand how they operate

COMMENTS

  1. How to Write a Problem Statement

    Step 3: Set your aims and objectives. Finally, the problem statement should frame how you intend to address the problem. Your goal here should not be to find a conclusive solution, but rather to propose more effective approaches to tackling or understanding it. The research aim is the overall purpose of your research.

  2. How to Write an Effective Problem Statement

    Clarify what you aim to achieve with your research. Explore why the problem exists and explain how solving it helps reach the goal. Outline the potential impact of the research, such as possible outcomes, challenges, and benefits. Recommend a plan for your experiment that follows the rules of science. Explain the potential consequences if the ...

  3. PDF Chapter 1 the Problem and Its Background

    It shows that on the pre-test majority of the. respondents had a low range score in Endurance Dimension of AQ® (49 or. 27.07%) and the rest got a below average score (61 or 33.70%), 47 or 25.97%. got an average score, 19 or 10.48% got an above average score and 5 or 2.76%. got a high score.

  4. LibGuides: Research Writing and Analysis: Problem Statement

    Example of a problem statement that follows the 3-part outline (295 words): The problem to be addressed by this study is the decline of employee well-being for followers of novice mid-level managers and the corresponding rise in employee turnover faced by business leaders across the financial services industry (Oh et al., 2014).

  5. How to Write a Statement of a Problem in Research

    Step 1: Understanding the Problem. The problem statement should provide a clear and concise background to the research problem you are investigating. Before starting your research, review the literature about the specific problem and find a gap to fill with your own research. Practical Research Problem Statement.

  6. What is a Problem Statement in Research? How to Write It with Examples

    A research problem statement is the descriptive statement which conveys the issue a researcher is trying to address through the study with the aim of informing the reader the context and significance of performing the study at hand. The research problem statement is crucial for researchers to focus on a particular component of a vast field of ...

  7. How to Write a Problem Statement in Research with Examples

    Research Problem Statement Example. The following is a sample statement of the problem for a practical research study on the challenges of online learning. Note that your statement might be much longer (especially the context section where you need to explain the background of the study) and that you will need to provide sources for all the ...

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    In quantitative research, problem statements often revolve around the need for numerical data to understand phenomena. For example: "There is a lack of quantifiable data on how social media ...

  9. The Research Problem & Problem Statement

    A research problem can be theoretical in nature, focusing on an area of academic research that is lacking in some way. Alternatively, a research problem can be more applied in nature, focused on finding a practical solution to an established problem within an industry or an organisation. In other words, theoretical research problems are motivated by the desire to grow the overall body of ...

  10. Problem Statement

    Here are some general steps to follow when writing a problem statement: Identify the problem: Clearly identify the problem that needs to be addressed. Consider the context, stakeholders, and potential consequences of the problem. Research the problem: Conduct research to gather data and information about the problem.

  11. The basics of writing a statement of the problem for your research

    A statement of the problem is used in research work as a claim that outlines the problem addressed by a study. A good research problem should address an existing gap in knowledge in the field and lead to further research. To write a persuasive problem statement, you need to describe (a) the ideal, (b), the reality, and (c) the consequences.

  12. How to Write a Statement of the Problem for Your Research Proposal

    Developing a 'good' research problem statement, therefore, involves systematic planning and setting time-based, realistic objectives. Your problem has to be achievable. You'll also need to apply feasible research methods based on an approach that best suits the research question. Your methods have to make sense.

  13. (Full Guide) How to write Statement of the Problem (SOP) with tips

    This contains a comprehensive discussion on how to write the Statement of the Problem (SOP). Once you have finalized your thesis title or research title, you...

  14. How to Write a Problem Statement for your Research

    That said, here are some things you should have at the back of your mind as you craft a problem statement for your research paper. 1. Make sure your problem statement is straight to the point. Every sentence should reinforce the importance of your study. 2. Narrow the scope of your problem statement.

  15. Examples of Quantitative Research Questions

    Understanding Quantitative Research Questions. Quantitative research involves collecting and analyzing numerical data to answer research questions and test hypotheses. These questions typically seek to understand the relationships between variables, predict outcomes, or compare groups. Let's explore some examples of quantitative research ...

  16. Problem Statement

    The problem should be the result of a practical need or an opportunity to further an applicational study or project. Given the above, the problem statement should do four things: Specify and describe the problem (with appropriate citations) Provide evidence of the problem's existence. Explain the consequences of NOT solving the problem.

  17. Quantitative Research 2

    Strictly on their own, research problems are meaningless. Because of this, they must always be related to a specific topic that one wants to study. A research problem should be formulated using questions that are used to describe the given topic and from which you can then deduce certain hypotheses. Example: Problem - Lack of customers at a ...

  18. A Practical Guide to Writing Quantitative and Qualitative Research

    INTRODUCTION. Scientific research is usually initiated by posing evidenced-based research questions which are then explicitly restated as hypotheses.1,2 The hypotheses provide directions to guide the study, solutions, explanations, and expected results.3,4 Both research questions and hypotheses are essentially formulated based on conventional theories and real-world processes, which allow the ...

  19. How to Write the Problem Statement in Research

    About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright ...

  20. CHAPTER 1 Statement of The Problem

    CHAPTER 1 Statement of the Problem - Free download as Word Doc (.doc / .docx), PDF File (.pdf), Text File (.txt) or read online for free. This can be used as a sample in doing a Research paper. This has series of questions that may reflect what can be read in the paper.

  21. Problem Statement

    Quantitative evidence is generally preferred over qualitative ditto when establishing a problem because quantitative evidence (from a credible source) usually reflects generalizable facts, whereas qualitative evidence in the form of research conclusions tend to only apply to the study sample and may not be generalizable to a larger population.

  22. Statement of The Problem || Practical Research 2

    ‼️SHS PRACTICAL RESEARCH 2‼️🟣 GRADE 11: STATEMENT OF THE PROBLEM‼️GRADE 11 PLAYLISTS ‼️General MathematicsFirst Quarter: https://tinyurl.com ...

  23. Chapter 14: QUANTITATIVE RESEARCH PROBLEM-METHODOLOGY

    CHAPTER 14: PROBLEM STATEMENT OF THE PROBLEM-Stating the problem helps the researcher clarify various essential elements of research such as the major variables, the general and specific objectives, and the appropriate methodology.-The opening paragraph of the part of research paper contains the general problem of the study -It must be restated with specific details on the participants ...

  24. Quantitative Research Questionnaire

    Types of Survey Questionnaires in Quantitative Research. Quantitative research questionnaires have close-ended questions that allow the researchers to measure accurate and specific responses from the participants. They don't contain open-ended questions like qualitative research, where the response is measured by interviews and focus groups.

  25. What is Quantitative Research?

    Research involving the collection of data in numerical form for quantitative analysis. The numerical data can be durations, scores, counts of incidents, ratings, or scales. Quantitative data can be collected in either controlled or naturalistic environments, in laboratories or field studies, from special populations or from samples of the ...

  26. Qualitative Research: 7 Methods and Examples

    The choice between qualitative and quantitative research depends upon your research goals and objectives. Qualitative research methods are better suited when you want to understand the complexities of your user's problems and uncover the underlying motives beneath their thoughts, feelings, and behaviors.

  27. Solving the "Blind men and the elephant problem": Additive

    Biological systems are complex networks involving tens of thousands of interacting molecular components, and measurable biological functions are emerging properties of these complex networks. Many quantitative studies in biology attempt to connect biological function with molecular components and genes, in the process developing mechanistic understanding. However, it is challenging to quantify ...