Sampling & Survey Planning

Build your eligibility framework, justify your sample, plan your fieldwork

Three sequential tools that take your confirmed variable framework and build your sampling plan — eligibility criteria, sample size with reasoning, and fieldwork feasibility. The tool guides your thinking — it doesn't do the work for you.

Eligibility framework Sample size reasoning Sampling strategy Design effect Fieldwork planning
Context
Tool 1: Eligibility
Tool 2: Sample Size
Tool 3: Fieldwork
Choose your mode

Standard mode works through each tool step by step with coaching dialogue. Express mode delivers structured output immediately across all three tools.


Your research context

Enter your research question and proposed study design. If you completed Module 2, your variable framework has already been built — bring the key details here.

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Eligibility & population framework

Tool 1 will examine the gap between your broad target population and the study population you can actually recruit.

Before we examine your eligibility framework

Standard mode asks you to articulate your reasoning first — so the coaching responds to your thinking, not just your inputs.

What was your reasoning behind these specific inclusion and exclusion criteria? Did you consider how they affect who you can generalize your findings to?
Tool 2 — Sample Size & Sampling Strategy

Sample size and sampling strategy are connected decisions. This tool works through both together, with the reasoning behind the number — not just the number.

Non-Response Adjustment

Your calculated sample size assumes everyone approached participates — this inflates it to account for the ones who won't.


Design Effect & Sampling Strategy

How will you actually select participants from your target population?

Tool 3 — Fieldwork & Recruitment Planning

Translate your eligibility framework and sampling strategy into a practical fieldwork plan — sites, timeline, recruitment approach, and quality assurance.