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GuidePublished 16 Aug 202615 min readBy KEVOS Editorialprimary and secondary research proposalsecondary research proposal structureprimary research proposal methodologyprimary sources in a proposal
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Project DeliveryResearch ProjectsCoreResearch Proposal

Primary and Secondary Research Proposals

Which kind of research you are doing settles the shape of the document before you write a word of it. One shape drops an entire section the other cannot do without — and one word carries two different meanings across the same teaching material.

Reading time17 minutes
LevelCore
Topic streamResearch Proposal
Source materialDeveloping a Research Proposal
Updated2026-08-16

In brief

  • The source says the major differences between proposals are dictated by the kind of research, not by the discipline.
  • A secondary-research proposal does not need a detailed methodology or research methods section. That is a structural difference, not a technicality.
  • It still needs an outline of approach, a theoretical framework, and the areas, issues or authors you will focus on.
  • A primary-research proposal needs an accurate and detailed methodology and research design section, and you may need to apply for ethics approval.
  • Secondary research still uses primary sources — a term the material uses in a different sense from "primary data" and never reconciles.

The kind of research dictates the shape

From the source

Where the fork is

"While each discipline has some slightly different requirements for setting out a research proposal, the major differences will be dictated by the kind of research you are undertaking — i.e. whether you are doing what is called primary research or secondary research."

The sentence subordinates discipline to design: your field affects the requirements slightly, and the kind of research produces the major differences. Two studies in the same field can therefore need structurally different proposals.

That makes this the first decision to take. Everything downstream — what the design section contains, whether ethics approval sits on your critical path, what you must show about your sources — follows from it.

  1. Decide the kind of research
  2. Fixes the proposal shape
  3. Fixes what the design section carries
  4. Fixes whether ethics sits on the critical path

The secondary-research proposal, and the section it does not need

From the source

Secondary research, as the source describes it

"You are not gathering or creating your own empirical data but are using existing data that someone else has collected, recorded and analysed. Generally this applies within the Humanities and some social science topics. Consequently, you will not need to include a detailed methodology or research methods section in the proposal. Nevertheless, you should provide an outline of how you intend to approach your research problem, the theoretical framework you intend to use and the areas, issues or authors you intend to focus on."

Take the middle sentence at full weight. This is not a note about emphasis — an entire component of the standard proposal is removed. In the thirteen-row table at Components of a Research Proposal, the research design row carries participant selection, collection methods, analysis methods and ethical procedures. For a secondary study most of that has nothing to describe.

What replaces it is the sentence beginning "Nevertheless". Three obligations survive, and they are substantial.

What drops out

  • A detailed methodology section
  • A research methods section
  • Participant selection and recruitment
  • Data collection instrument design
  • Consent, coercion and confidentiality arrangements for participants
  • The empirical analysis plan for data you would have generated

What must still be there

  • An outline of how you intend to approach the research problem
  • The theoretical framework you intend to use
  • The areas, issues or authors you intend to focus on
  • Who and what you intend to access for data
  • Why and how that material is relevant to answering your question
  • Everything else in the component table — problem, rationale, literature, scope, timetable, structure
Caution

No methodology section is not no method

The commonest misreading is that a secondary study does not have to explain how it will work. It does. The explanation takes a different form: an outline of approach and a theoretical framework rather than a protocol.

A proposal that says only which authors will be read has met none of the three surviving obligations — it names the material and skips the approach, the framework and the relevance argument.

The theoretical framework in particular is not optional. The same material states that it should be clear what paradigm you are working within and what theoretical assumptions you are making or questioning, supported by the literature. See Declaring a Research Paradigm — Or Not.

Secondary research still uses primary sources

From the source

The sources a secondary study works from

"Although you are not conducting primary research, you should still use what are called the primary sources. These will be the original texts, films, magazines, novels or poems produced by the authors themselves. In the case of history, for example, you may need to access original records, letters, journals, diaries, shipping logs or museums. Your proposal must illustrate who and what you intend to access for data and why/how it is relevant to answering your question or problem."

The illustrative list is drawn from the humanities, consistent with the source's statement that secondary research generally applies there and in some social science topics. The principle underneath it is not discipline-bound: work from the original artefact rather than from someone else's account of it.

For a project delivery topic the equivalent originals are the actual contract, the register as it stood at the time, the board paper, the standard in the edition then current, the recorded decision. A study built on commentary about those artefacts inherits every interpretation the commentators applied.

The last sentence is the requirement that makes this assessable. Your proposal must illustrate who and what you intend to access, and why or how it is relevant to your question. Naming a body of material is not enough; the relevance argument is part of the obligation.

What a primary-research proposal must nail down

From the source

Primary research, as the source describes it

"You are going to collect or create your own data through applying different methods of data collection (ie. experiments, interviews or questionnaires, surveys or by compiling statistical charts). In what is called empirical research, the research proposal plays a crucial role. First, you need to work out who (or what) you are going to access for information and how you are going to collect or obtain it. This has to be carefully recorded as part of your proposal. You then need to say what you are going to do with the data, and how it will be processed and analysed. This means your proposal will need to include a methodology and research design section. These must be accurate and detailed. You may need to apply for ethics approval."

The four things the passage requires, in order

  1. Who or what you will access

    The population, sample or material. "Who (or what)" is deliberate — primary research is not confined to people, and a study compiling statistical charts from instrumented systems is still collecting its own data.

  2. How you will collect or obtain it

    The method, named and described. The source's examples are experiments, interviews, questionnaires, surveys and compiling statistical charts. This has to be carefully recorded as part of the proposal, not settled later.

  3. What you will do with the data

    The purpose the data serves in answering the question. This is the step most often collapsed into the next one, and it is where a design either connects to its question or does not.

  4. How it will be processed and analysed

    The analytical treatment, specified before collection. A stated analysis plan is also what stops the analysis being chosen after the results are seen.

The standard attached is explicit and is the source's own phrase: accurate and detailed. It applies to the methodology and research design section as a whole — worked through at The Research Design Section, with the methods themselves at Data Collection Methods.

Caution

"You may need to apply for ethics approval"

The source's may does less work than it appears to. Elsewhere the same material states that you cannot proceed without approval from the relevant ethics committees, and that data gathered before clearance cannot be used for your findings at all.

If your design collects data from people, treat approval as a required stage on the critical path. If it does not, confirm that with your supervisor rather than assuming it. The process is set out at Ethics Review and Approval Processes.

The two shapes side by side

HOW THE SAME PROPOSAL COMPONENTS DIFFER BETWEEN THE TWO SHAPES

ComponentSecondary-research proposalPrimary-research proposal
Problem and rationaleSame requirementSame requirement
Literature reviewSame requirement, and usually load-bearing — the literature is both context and, in part, the materialSame requirement; establishes the gap the collection is designed to fill
Theoretical frameworkExplicitly required — named as one of three surviving obligationsRequired, and expected to connect to the choice of method
Methodology and research methodsNot needed in detail. Replaced by an outline of how you will approach the problemRequired, and must be accurate and detailed
What you will accessThe areas, issues or authors, plus who and what you will access as sourcesThe population, sample or material you will collect from
Relevance argumentExplicitly required — why and how the material answers your questionCarried by the design rationale rather than stated as a separate obligation
Collection and analysis planNot specified for this shapeRequired: how data is obtained, what you do with it, how it is processed and analysed
Ethics approvalNot addressed for this shape in the source"You may need to apply for ethics approval" — treat as on the critical path where people are involved
Scope and delimitationsSame requirementSame requirement
Timetable and structureSame requirementSame requirement, with approval and access lead times inside it

Rows follow the components in the supplied proposal table. Where the source says nothing about a component for one shape, the cell is marked rather than filled in.

Primary sources are not primary data

Source gap

One word, two senses, never reconciled

The proposal material tells a secondary researcher to "still use what are called the primary sources" — original texts, records, letters, diaries and the like, produced by the authors themselves.

Elsewhere the same teaching dataset defines primary data as data directly observed or gathered by the researcher engaged in the research project, and secondary data as existing data gathered by other people or organisations for other purposes.

Those are different senses of the same adjective. Primary source is about the provenance of the material — is it the original artefact or someone's account of it. Primary data is about who produced the record — did you gather it or did somebody else. A secondary-research project therefore uses primary sources and does not use primary data, which sounds contradictory and is not.

The supplied material never places the two usages side by side, never notes the clash and never resolves it. Nothing here can settle it on the source's authority. What you can do is stop using the bare word: say "primary source" or "primary data" every time, and never "primary" alone.

THE TWO SENSES, DISENTANGLED

Question the term answersPrimary sourcePrimary data
What is being classifiedThe material itselfThe record you are analysing
The testIs this the original artefact, or an account of it?Did you gather or observe it, or did someone else?
Source examplesOriginal texts, films, magazines, novels, poems, records, letters, journals, diaries, shipping logs, museumsData you produced through experiments, interviews, questionnaires, surveys or compiled charts
Can a secondary-research project have it?Yes — the source says it shouldNo — by definition it is not gathering or creating its own data
Can a primary-research project have it?Yes, alongside its own collectionYes — that is what makes it primary research

The disentangling is this page's analysis. Both usages are in the supplied material; the material itself never compares them. The data-side distinction is treated at Primary and Secondary Data Sources.

Which shape is yours

Reading your own design

IfYou will interview, survey, observe, experiment or instrument anything yourself
ThenPrimary. You need the accurate and detailed methodology and research design section, and ethics approval is almost certainly on your path
IfYou will work entirely from records, documents, published data or artefacts someone else produced
ThenSecondary. Replace the methodology section with an outline of approach, a theoretical framework, and the areas, issues and authors in focus
IfYou will re-analyse an existing dataset that somebody else collected
ThenSecondary by the source's definition — you are using existing data collected, recorded and analysed by others. Your analytical approach still has to be described; it is the whole of your contribution
IfYou will do both — documents first, then interviews
ThenWrite the primary shape. The moment any part of the study collects its own data, the detailed methodology requirement and the ethics pathway apply to the whole proposal
IfYou are unsure whether internal organisational records count as your own data
ThenAsk, before drafting. Records that already exist are existing data; records you cause to be created for the study are not. The distinction changes the shape of the document and whether approval is needed
Note

What the source does not say about management research

The passage assigns secondary research generally to the humanities and some social science topics. It says nothing about where management, business or project delivery research sits, and does not claim the mapping is exhaustive — the word is "generally".

The discipline label is therefore not a decision rule for a project management topic. Use the design test in the panel above: are you collecting your own data, or working from data that already exists. That test comes from the source's own definitions.

Common mistakes, and a pre-flight

FIVE WAYS THE SHAPE DECISION GOES WRONG

The mistakeWhat it produces
Writing a primary-shaped proposal for a secondary studyA methodology section padded with participant and instrument material that does not apply, and no theoretical framework where that was the requirement
Writing a secondary-shaped proposal for a primary studyA design that cannot be assessed for feasibility and an ethics application with nothing to build on. The source's standard — accurate and detailed — is not met
Reading "no methodology section" as "no method"A proposal that names authors and material but never says how they will be approached or what framework organises the reading
Treating "you may need to apply for ethics approval" as optionalData gathered before clearance, which the same teaching material says cannot be used for your findings at all
Using primary sources but calling the study primary researchA terminology error that misleads a reader about what was actually done, and invites the wrong questions at review

Before the shape is locked in

  • You can say in one sentence whether the study collects its own data or works from data that already exists
  • If secondary: the outline of approach, the theoretical framework, and the areas, issues or authors in focus are all present
  • If secondary: the proposal illustrates who and what you will access, and why and how it answers your question
  • If primary: who or what, how obtained, what you will do with it, and how it will be processed and analysed are all written down
  • If primary: the methodology and research design section meets the accurate-and-detailed standard, not the summary standard
  • The ethics pathway has been confirmed rather than assumed, and its elapsed time sits inside the timetable
  • The words "primary source" and "primary data" are used precisely and never abbreviated to "primary"
Check before you proceed

Two checks on the shape

First, delete every sentence in your design section describing something you will not personally do. If a secondary proposal loses nothing, the section was borrowed from the wrong shape. If a primary proposal loses most of it, the collection has not been designed yet.

Second, ask a colleague to state what your evidence is and where it comes from. If they cannot, the requirement to illustrate who and what you intend to access has not been met — and it applies to both shapes.

The two shapes also consume elapsed time differently. A primary study front-loads approval and access; a secondary study front-loads reading and locating material. Both sit inside the same fixed boundary, which is why the shape decision belongs beside the one at Scope and Delimitation rather than after it.

What to carry forward

  1. The kind of research, not the discipline, produces the major differences between proposals. Decide it first.
  2. A secondary-research proposal does not need a detailed methodology or research methods section — a structural difference, not a matter of emphasis.
  3. It still owes three things: an outline of approach, a theoretical framework, and the areas, issues or authors in focus.
  4. Secondary research still uses primary sources, and the proposal must illustrate who and what will be accessed and why it is relevant.
  5. A primary-research proposal must state who or what is accessed, how data is obtained, what will be done with it and how it is analysed — accurately and in detail.
  6. "You may need to apply for ethics approval" reads as optional and is not, wherever people are involved.
  7. "Primary sources" and "primary data" are two different senses of one word in the same teaching material, and the material never reconciles them. Always say which you mean.

Frequently asked questions

Does a secondary-research proposal really need no methodology section?

The source says you will not need to include a detailed methodology or research methods section. It immediately adds that you should still provide an outline of how you intend to approach your research problem, the theoretical framework you intend to use, and the areas, issues or authors you intend to focus on. So the section is replaced rather than removed.

What is the difference between primary sources and primary data?

A primary source is the original artefact rather than an account of it — an original text, record, letter or log. Primary data is data directly observed or gathered by the researcher on this project. A secondary-research study uses primary sources but not primary data. The supplied teaching material uses both terms and never places them side by side or reconciles them.

My study re-analyses a dataset someone else collected. Which shape do I write?

Secondary, by the source's own definition: you are using existing data that someone else has collected, recorded and analysed. That does not reduce what you owe the reader. Your analytical approach is the whole of your contribution, so it has to be described carefully even though the collection protocol does not.

Do I need ethics approval for a secondary study?

The source raises ethics approval only in its account of primary research, where it says you may need to apply. It says nothing about approval for secondary studies. Because the same material also states that you cannot proceed without approval from the relevant committees, this is a question to confirm with your supervisor rather than to answer from the source.

Is project management research primary or secondary?

The source does not say. It maps secondary research generally to the humanities and some social science topics and never addresses management or business research. Use the design test instead: if you collect or create your own data you are doing primary research, whatever the field.

References and source attribution

  1. O'Leary, Z. 2017, The Essential Guide to Doing Your Research Project, 3rd ed., Sage Publications, London — one of the general research methods texts cited across the supplied source.
  2. Bryman, A. 2016, Social Research Methods, 5th ed., Oxford University Press, Oxford — cited in the supplied source as a general methods reference.
  3. Quinlan, C. 2011, Business Research Methods, 1st ed., Cengage Publishing — cited in the supplied source, with Chapter 3 as the prescribed reading on the research ethics a primary-research proposal has to anticipate.
  4. Veal, A. J. 2005, Business Research Methods: A Managerial Approach, Longman — cited in the supplied source among its research methods references.
  5. The supplied teaching source: consolidated weekly teaching notes and slide material on developing a research proposal, which supplies the primary and secondary distinction, the statement that a secondary proposal needs no detailed methodology section, the primary-sources passage and the requirements placed on an empirical proposal.

Suggested questions for Ask KEVOS

  • Is my study primary or secondary research, and which proposal shape should I write?
  • My proposal has no methodology section — draft the outline of approach and theoretical framework it needs instead.
  • Turn my list of documents into a who-and-what statement that shows why each source answers my question.
  • Check whether my design section meets the accurate-and-detailed standard or just summarises.
  • Am I using "primary" to mean source or data in this paragraph? Rewrite it so it is unambiguous.

Related KEVOS knowledge

Components of a Research ProposalCore · research proposalThe Research Design SectionAdvanced · research proposalPrimary and Secondary Data SourcesFoundation · research foundationsThe Purpose of a Research ProposalFoundation · research proposalScope and DelimitationCore · research proposalEthics Review and Approval ProcessesCore · research ethics
KEVOS® · Project Delivery · Research Projects Page KVS-PM-RES-0105 · v1.0.0 · content 2026.08 Last reviewed 2026-08-16

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Scope and DelimitationGuide · Research ProjectsNEXT LESSON →Aims, Objectives and Questions in a ProposalGuide · Research ProjectsWriting the Problem StatementGuide · Research ProjectsThe Literature Review in a ProposalGuide · Research Projects
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