How to write the methodology chapter

By Dr. Rafiq Muhammad, MD, PhD · Updated June 2026

The methodology chapter has two jobs, and students usually only do one. The easy job is describing what you did. The job that earns the marks is justifying it — explaining why this design, this sample, this analysis, over the alternatives. A methodology chapter that reads like a recipe gets picked apart; one that reads like a defensible chain of reasoning from question to method survives the viva.

Methods vs methodology

The distinction is the whole game. Methods are the techniques — interviews, a survey, regression. Methodology is the reasoning that justifies them, tied back to your research question and approach. Your chapter does both, but the justification is what lifts it from a procedure into a scholarly argument. Every “we did X” should be followed, somewhere, by “because X best answers the question, where Y would have fallen short.”

What to include

Get the detail level right — and the tense

The test for detail is simple: could a competent stranger reproduce your study from this chapter? If not, add detail; if you’re narrating trivia, cut it. Write mostly in the past tense (“participants were recruited,” “data were analysed”) since the study is done, switching to present only for statements that stay true. And keep the bulky instruments, full schedules, and approvals in the appendices, not the chapter body.

The methodology chapter rests on decisions made much earlier. If you’re still firming them up, the research design guide and the Research Question Validator help you build the defensible chain this chapter has to report.

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Frequently asked questions

What should it include?

Approach, design, setting & participants, sampling, data collection & instruments, analysis plan, ethics, and rigor — enough to reproduce.

Methods vs methodology?

Methods are the techniques; methodology is the reasoning that justifies them. The chapter must do both.

Most common mistake?

Describing without justifying. Explain why each choice beats the alternatives.

What tense?

Mostly past tense (the study is done); present only for statements that stay true. Keep it consistent.

The discussion chapter → Open the Dissertation Timeline Planner →