“This workbook is one of the more genuinely practical research guides I have seen in years. Rather than rehashing research methods theory, it assumes you already have a protocol and moves directly into the unglamorous but critical work of making data collection actually run without falling apart.”
Read on Amazon →Home › Shop › Designing the study and collecting data › The Research Data Collection and Management Workbook
For anyone running a study's data collection
Most costly research mistakes happen before the first data point.
The Research Data Collection and Management Workbook
Missing consent forms, an instrument licence that lapsed, a database never tested, attrition nobody tracked. This workbook is an operational field companion: practical templates, checklists and SOPs from pre-launch readiness to a clean dataset handed to analysis.
- A go/no-go readiness checklist before you enter the field
- Participant tracking with recruitment dashboards and CONSORT/STROBE flow
- Data quality controls, a codebook and a data management plan
By Dr. Rafiq Muhammad, MD, PhD · 242 pages · Clinical, survey and qualitative studies · Paperback $37.99 · ★★★★★ 9 reader reviews
What readers say
Reader reviews
★★★★★ 9 reader reviews from Amazon
“What stands out most is the focus on preparation. The workbook shows how small mistakes early on can ruin a study. For example, it includes a “go or no-go” checklist to confirm approvals, tools, and systems before collecting any data.”
Read on Amazon →“I love this book explicitely states common mistakes in every chapter and some of which I recognize too when I was a student and some that my peers had gone through.”
Read on Amazon →“This workbook makes data collection feel calm and doable. The templates are clear, the checklists are practical, and everything is designed for real research life.”
Read on Amazon →“This is such a very good informative workbook. It can help.”
Read on Amazon →“This book has over 50 practical templates, check list, and several operational procedures to make sure that when you’re done with your research, not only can you double check your documentation, but you can also make sure that your work is the best that it can be!”
Read on Amazon →“Great templates. Perfect for practical use!”
Read on Amazon →“This is a good workbook for research on data collecting. It also have a lot of good worksheets in the book as well. So you can do as you learn.”
Read on Amazon →“A good research management guidebook that can help you with Data collection.”
Read on Amazon →Sound familiar?
Where data collection goes wrong
“I found missing consent forms three months in.”
“Every research assistant administers the instrument a little differently.”
“Participants are dropping out and I have no tracking system.”
“Nobody built a codebook, and now the analyst is guessing what each variable means.”
These are not rare disasters. They are what happens when a study enters the field without operational infrastructure. Verification, standard procedures and tracking, set up before the first participant, prevent almost all of them.
How it works
Prepare. Run. Hand off.
From pre-launch readiness to a locked, analysis-ready dataset.
Prepare
Readiness checklist, operations manual, SOPs and research assistant training.
Run it cleanly
Recruitment and attrition tracking, data entry checks, missing data and multi-site coordination.
Hand off
Codebook, file organisation, version control, a data management plan and a locked dataset.
What you will have
What you will have
- A go/no-go checklist covering ethics, instruments, databases and training
- An operations manual with numbered SOPs and protocol fidelity monitoring
- Recruitment dashboards, attrition trackers and a CONSORT/STROBE flow diagram
- REDCap and Qualtrics setup plans with branching logic and testing sign-off
- Double-entry checks, range rules and missing data classified as MCAR, MAR or MNAR
- Multi-site communication logs and site performance dashboards
- A codebook, version-control audit trail, data management plan and locked dataset
Look inside
Every template comes with a worked example
Every template has a supervisor review column, and the worked examples come from clinical, survey and qualitative studies. These are real pages. Tap to enlarge.
Is it for you?
Built for the field
It is for you if
- You are collecting dissertation or thesis data
- You coordinate a clinical study or manage a multi-site project
- You run a research team that needs standard procedures and quality control
It is not
- A research design or statistics book
- Specific to one software. It covers REDCap, Qualtrics and paper.
- A substitute for your ethics board's or sponsor's own requirements
Choose your format
Ways to get it
Paperback
- The same 242 pages in print
- Write in it by hand
- Shipped by Amazon
Research Data Collection & Management Kit
- Every fill-in template, as a fillable PDF
- Type, save and print; US Letter and A4
Not ready to buy? Get the free toolkit for designing the study and collecting data by email and start today. Get it free
Questions
Before you buy
My study is qualitative.
There are field notes, observation, recording and transcription quality templates, alongside the general readiness and data management tools.
Do I need REDCap?
No. There are planners for REDCap and Qualtrics, and the tracking and quality templates work with any system, including paper.
Does it cover data protection?
Yes: a de-identification and anonymisation worksheet, a data security incident response template and a data use agreement checklist.
What about cleaning the data afterwards?
The final chapter covers pre-analysis cleaning and outliers, with a cleaning checklist and an outlier decision log. Both are in the Research Data Collection & Management Kit too.
Protect every data point you collect
Verify before you start, track as you go, and hand off a clean dataset.
Choose your formatMore for this stage: everything for designing the study and collecting data · the free toolkits