Survey / Questionnaire Study

Study Blueprint - Works at Any Institution

~15 minutes 20 Required Fields

Ready to Start

This blueprint works for any institution. Choose how you'd like to fill it out.

Universal Template

This blueprint guides you through common IRB requirements. You can customize it for your specific institution's forms when you submit.

Smart Start Fill Manually

Smart Start: ClearPath asks questions and fills fields for you | Manual: Fill all fields yourself

What You'll Need to Have Ready

Research objectives and what you want to learn
Survey instrument (existing validated tool or custom questions)
Target population and eligibility criteria
Sample size estimate
Recruitment methods (email, flyers, social media, etc.)
Survey administration method (Qualtrics, REDCap, paper)
Incentive plans (if any)
Anonymity vs. confidentiality approach

What to Expect

→ Structured questions for survey design
→ Guidance on validated instruments vs. custom surveys
→ Recruitment strategy prompts
→ Consent process options (waiver, information sheet, etc.)
→ Data storage and security guidance
→ Sensitive topics identification and protections

IRB Compliance

This blueprint covers common IRB requirements for survey research. Most surveys qualify for expedited review or exemption under Category 2 (surveys and interviews).

Often Expedited/Exempt Category 2 Eligible Consent Options Universal Template

Your Data, Your Control

You can enable Local Mode to keep all your proposal data in your browser only. Your work auto-saves as you go, and you can export it at any time. Learn more