What is a Concept Sheet in Research?

A research concept note (or concept sheet) is a short, structured document that outlines your study idea before writing a full proposal. It helps organise your thoughts, communicate with supervisors, and guide your academic research planning.

Starting a research project can feel daunting. Before diving into a lengthy proposal, many researchers use a research concept note, also called a concept sheet, to lay the foundation.

Think of it as the movie trailer for your study. It’s a concise, 1–2 page document that highlights your study’s background, rationale, research question, and aims. Its purpose? To capture the essence of your idea in a way that’s easy to share and refine.

A strong concept sheet can:

  • Organise your thoughts → Clarify what you want to study and why.
  • Communicate effectively → Share your idea with supervisors, collaborators, or funders without overwhelming detail.
  • Keep you on track → Serve as a reference point while you develop your full research proposal.

In short, it saves time, prevents confusion, and strengthens your academic research planning.

While formats can vary, most concept note templates include:

  1. Title – Concise, descriptive, and informative.
  2. Byline – Your name, qualifications, and collaborators.
  3. Background & Rationale – What’s known, what’s missing, and why it matters.
  4. Research Question – The central problem or hypothesis your study addresses.
  5. Study Aims – Specific goals or objectives.
  6. References – Key sources supporting your rationale.

Imagine you’re studying barriers to HIV treatment among adolescents in rural South Africa.

  • Title: “Barriers and Facilitators of Long-Term ART Adherence Among Adolescents in Rural South Africa: A Mixed-Methods Study”
  • Background: Adolescent ART adherence rates remain suboptimal in rural areas, risking poor health outcomes. Few studies explore the unique barriers in these communities.
  • Research Question: What are the barriers and facilitators to long-term ART adherence among adolescents in rural South Africa?
  • Study Aims:
    • Identify key personal, social, and structural barriers.
    • Explore facilitators that support adherence.
    • Provide recommendations for healthcare interventions.

This example shows how a concept note summarises the problem, question, and goals without going into unnecessary detail.

  • Draft your first version using a concept note template or worksheet. You can download our worksheet here and helpful tools here.
  • Don’t worry about perfection, focus on clarity.
  • Share it with peers or supervisors for feedback.
  • Refine it until it clearly communicates your study idea.