These templates use fictional examples only. Before sharing documents for review, remove participant identifiers, raw data, medical records, confidential institutional details, and unpublished sensitive content.
All11 Proposal3 Ethics2 Methods2 Budget1 Fieldwork3
Snapshot (title, applicant, funder) Background & problem statement Aim, objectives, research questions Methods overview Ethics, timeline, expected outputs Concept Note Template A worksheet for shaping an early research idea into a concept note that survives first review.
Format: Word (.docx)
Topic framing & problem statement Methods alignment & sampling Ethics & safeguarding Budget & workplan Readiness summary + priority action table Proposal Readiness Checklist An audit checklist covering topic framing, methods alignment, ethics, and budget — with common rejection reasons upfront.
Format: Word (.docx)
Applications pipeline with status dropdowns Days remaining (auto-calculated from deadline) Document checklist per application Funder notes & lessons learned Summary counts (active / awarded / rejected) Grant Application Tracker Track multiple applications from identification to decision — pipeline status, days-to-deadline, document checklist, and funder notes.
Format: Excel (.xlsx)
Protocol completeness Consent, assent & translation Data protection & storage Permissions & registrations Submission pack tracker Ethics Submission Checklist A REC/IRB readiness checklist — consent, translation, data protection, permissions, and submission pack. Includes common gotchas.
Format: Word (.docx)
Header block (title, PI, REC number) Purpose, procedures, risks, benefits Confidentiality & data protection Voluntary participation & withdrawal Signature block + witness section Consent Form Writing Guide A guided worksheet for writing participant consent forms — section-by-section prompts, example language, and the 8 mistakes that cause REC revision requests.
Format: Word (.docx)
Citation, year, design, setting Main finding Relevance (High / Medium / Low) Contribution to my argument Used in draft (Y/N) Literature Review Matrix A sortable Excel matrix for organising, comparing, and synthesising sources — with relevance scoring, quality notes, and conditional formatting.
Format: Excel (.xlsx)
Study overview & dataset lock date Primary outcome + analysis model Secondary outcomes table Subgroup & sensitivity analyses Missing data approach & deviations log Analysis Plan Template Pre-specify your analysis approach before opening the dataset — primary outcomes, subgroups, sensitivity analyses, missing data strategy, and deviations log.
Format: Word (.docx)
Detailed budget (Qty × Unit Cost formulas) Category summary (SUMIF formulas) Contingency calculation Budget justification tab Assumptions & exchange rate tab Budget Planning Template An Excel workbook with formula-driven line items, category summary, justification, and assumptions tabs.
Format: Excel (.xlsx)
Workplan table with status dropdowns Gantt timeline (auto-fills from dates) Conditional formatting by status Deliverables tracker 16-week view, adjustable Workplan & Gantt Template A spreadsheet workplan with status tracking, dependencies, deliverables, and a Gantt timeline that auto-fills from the workplan table.
Format: Excel (.xlsx)
Start of day — team readiness During day — consent & quality spot checks End of day — data backup & daily tally Weekly: RA performance & error rates Weekly: progress, compliance, issues RA Daily & Weekly Supervision Checklist A two-part checklist for field coordinators — start-of-day, during-day, and end-of-day checks, plus a weekly team performance review.
Format: Word (.docx)
Weekly summary (completeness, duplicates, errors) RA-level error rate tracker Issue log with type & severity dropdowns Corrections log (audit trail) 12-week rolling view Data Quality Check Template A weekly data quality workbook with formula-driven summary, RA performance tracker, issue log, and corrections audit trail.
Format: Excel (.xlsx)
Fieldwork & Data Support
Using these tools for data collection? We can review Kobo/ODK tools, fieldwork plans, data quality checklists, and analysis plans before your team moves into the field.