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Survey Research Roadmap Template

Five-phase roadmap for questionnaire-based research: theory, questionnaire design, data collection, analysis and conclusion, with hypotheses, pilot study, regression and hypothesis testing. Free PNG, Word and PowerPoint export.

Conclusion

Findings

Implications and limitations

Analysis

Descriptive statistics

Correlation and regression

Hypothesis testing

Data collection

Sampling plan

Distribute and collect

Cleaning and coding

Questionnaire design

Variables and scales

Pilot study and reliability

Final questionnaire

Theory

Research question

Literature review

Hypotheses

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When to use it

Master's theses and proposals in management, education, psychology and sociology that rely on questionnaires. The steps follow the standard empirical workflow from hypotheses to hypothesis testing, a structure reviewers recognise.

Making it yours

  • Replace the analysis methods with the ones you actually use: structural equation modelling, mediation analysis, ANOVA, and so on.
  • If interviews complement the survey, add a parallel chain in the data collection phase: interview guide → semi-structured interviews → coding.
  • Add the sample size inside a node with <br/>: H[Distribute and collect<br/>300 valid responses].

Mermaid code

flowchart TB
    subgraph Q1[Theory]
        direction LR
        A[Research question] --> B[Literature review] --> C[Hypotheses]
    end
    subgraph Q2[Questionnaire design]
        direction LR
        D[Variables and scales] --> E[Pilot study and reliability] --> F[Final questionnaire]
    end
    subgraph Q3[Data collection]
        direction LR
        G[Sampling plan] --> H[Distribute and collect] --> I[Cleaning and coding]
    end
    subgraph Q4[Analysis]
        direction LR
        J[Descriptive statistics] --> K[Correlation and regression] --> L[Hypothesis testing]
    end
    subgraph Q5[Conclusion]
        direction LR
        M[Findings] --> N[Implications and limitations]
    end
    Q1 --> Q2 --> Q3 --> Q4 --> Q5

Ask an AI for one with this structure

Send the prompt below to ChatGPT or Claude, then paste the whole reply into the editor; the code inside is detected automatically.

Draw a survey research roadmap in Mermaid flowchart TB syntax with five subgraph phases: Theory (research question → literature review → hypotheses), Questionnaire design (variables and scales → pilot study and reliability → final questionnaire), Data collection (sampling plan → distribute and collect → cleaning and coding), Analysis (descriptive statistics → correlation and regression → hypothesis testing), Conclusion (findings → implications and limitations). Add direction LR inside each subgraph so the steps run horizontally, and connect the phases by their subgraph ids (for example S1 --> S2). Output only the mermaid code block.

FAQ

Should the roadmap show the relations between variables?

No; that belongs in a separate research model diagram. The roadmap answers "in what order is the work done", and keeping the two apart makes both clearer.

Can phases be linked with two-way arrows?

Use <-->, for example when a poor pilot result sends you back to scale construction: E <--> D. Roadmaps usually draw only the main path, with iterations explained in the text.

How do I get an AI to adapt this to my topic?

Add one sentence with the topic to the prompt above, for example "the topic is job stress and turnover intention", and the AI will replace the variable names in the steps.

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Updated 2026-09-05