Skip to topic
    ← Back to course topics

    Research Methods - Planning Research — OCR GCSE Psychology

    Verified courseTeaching note checked against the official specification.

    Planning research in OCR GCSE Psychology requires formulating clear aims and operationalised hypotheses, selecting suitable experimental designs and sampling techniques, and controlling variables to ensure internal validity and ethical compliance. Mastering these foundational planning principles is essential for tackling the core research methods components across both exam papers.

    Research Methods - Planning Research explained

    Research Methods - Planning Research covers 5 specification points, including Null and alternative hypotheses; Hypotheses to… and Independent variables and how they can be….

    Read the full explanation

    Open a point below for its explanation and revision guidance.

    Hypotheses: Null and alternative hypotheses; Hypotheses to predict differences, correlations, or no patterns.

    A hypothesis is a testable prediction about the relationship between variables. A null hypothesis states that there is no difference or no correlation between the variables being studied. An alternative hypothesis predicts that a difference or a correlation does exist. When a study compares two conditions or groups, the alternative hypothesis predicts a difference; when it examines a relationship between two measured variables, the alternative hypothesis predicts a correlation. The null hypothesis always predicts no pattern. A learner should be able to read a study description and select the correct type of hypothesis, matching the design: difference for group comparisons, correlation for relationships, and no pattern for the null.

    Variables: Independent variables and how they can be manipulated; Dependent variables and how they can be measured; Co-variables and how they can be measured; Extraneous variables and how they can be controlled, including the use of standardisation.

    A variable is anything that can change in a study. The independent variable (IV) is the factor the researcher deliberately changes or manipulates, for example giving one group 20 minutes of revision and another group 40 minutes. The dependent variable (DV) is what the researcher measures to see the effect, such as a test score, and it must be measured objectively with a defined method. Co-variables are two variables measured together to see whether they are related, as in a correlation between hours of sleep and test score; neither is manipulated. Extraneous variables are unwanted factors that could affect the DV, such as noise or time of day, and they are controlled by standardisation: keeping instructions, timings, materials and setting the same for every participant.

    Experimental Designs: Repeated measures design; Independent measures design.

    Experimental design describes how participants are allocated to conditions. In a repeated measures design, the same participants take part in every condition, so each person experiences both the experimental task and the control task. This controls participant variables because the same people are compared with themselves, but it risks order effects such as practice or fatigue, which can be reduced by counterbalancing the order across participants. In an independent measures design, different participants are placed in each condition, so each person experiences only one condition. This avoids order effects, but participant variables such as ability or age may differ between groups, and more participants are needed. Choosing a design means weighing these strengths and limitations against the study's aims.

    Populations and Sampling: Target populations, sampling and sample size with reference to representativeness and generalisability; Sampling methods; random, opportunity, self-selected; Principles of sampling as applied to scientific data.

    A target population is the whole group a researcher wants to draw conclusions about, such as all Year 11 students in a school. Because testing everyone is usually impractical, the researcher selects a sample and aims for it to be representative, meaning its key characteristics mirror the target population. Representativeness supports generalisability: the extent to which findings can be extended beyond the sample to the wider population. Sample size matters because larger samples tend to reduce the influence of unusual individuals, though a large biased sample is still unrepresentative. Random sampling gives every member an equal chance of selection, often by drawing names from a hat or using a random number generator. Opportunity sampling uses whoever is available at the time. Self-selected sampling relies on volunteers responding to an advert.

    Ethical Guidelines: Ethical issues: lack of informed consent, protection of participants / psychological harm, deception. Ways of dealing with ethical issues: use of debriefing, right to withdraw, confidentiality. The British Psychological Society’s Code of Ethics and Conduct.

    Ethical issues arise when research risks harming participants or undermining their rights. Lack of informed consent occurs when participants are not told enough about the study, or are not given the chance to agree, before taking part. Protection of participants concerns avoiding psychological harm such as distress, embarrassment or undue stress. Deception involves misleading participants about the true nature or purpose of the research. Researchers address these issues in several ways. Debriefing, held after the study, explains the true aims and checks on wellbeing. The right to withdraw lets participants leave at any point and remove their data. Confidentiality means personal information is kept private and not linked to individuals in reports.

    Your focus

    1. Distinguish between null and alternative hypotheses.
    2. Select a difference or correlation hypothesis to match a study design.
    3. State that the null hypothesis predicts no pattern.
    Show all 16 objectives
    1. Identify the independent and dependent variables in a described study
    2. Explain how a dependent variable can be measured objectively
    3. Distinguish co-variables from manipulated variables
    4. Describe how standardisation controls extraneous variables
    5. Define repeated measures and independent measures designs
    6. Compare the strengths and limitations of each design
    7. Explain how counterbalancing reduces order effects in repeated measures designs
    8. Define target population, sample, representativeness and generalisability accurately.
    9. Distinguish random, opportunity and self-selected sampling methods in given scenarios.
    10. Evaluate how sample size and sampling method affect the generalisability of findings.
    11. Identify ethical issues including lack of informed consent, psychological harm and deception.
    12. Explain how debriefing, right to withdraw and confidentiality address ethical issues.
    13. Apply the BPS Code of Ethics and Conduct to evaluate a research scenario.

    Which command word is this?

    Name or select a specific variable, design, or sampling method briefly without providing detailed reasoning or explanation.

    Research Methods - Planning Research exam tips

    Topic Overview

    Planning research is the cornerstone of OCR GCSE Psychology, covering how researchers establish clear aims, formulate operationalised hypotheses, and select appropriate experimental designs and sampling techniques. It addresses the practical decisions required to isolate cause-and-effect relationships between variables while mitigating extraneous influences.

    This topic equips students with the scientific literacy needed to evaluate empirical evidence critically. Across both Paper 1 and Paper 2, research methods questions assess a student's ability to design valid, reliable, and ethical investigations, accounting for roughly a quarter of the total qualification marks.

    Key Concepts
    • →Aims and Hypotheses: Differentiating between null hypotheses and alternative hypotheses (both directional/one-tailed and non-directional/two-tailed).
    • →Variable Operationalisation: Precisely defining how the independent variable (IV) is manipulated and how the dependent variable (DV) is measured quantitatively.
    • →Experimental Designs: Understanding the implementation, strengths, and limitations of independent measures, repeated measures, and matched pairs designs.
    • →Sampling Methods: Selecting and evaluating random, opportunity, stratified, and self-selected (volunteer) sampling techniques in terms of representativeness and bias.
    • →Control Techniques: Using standardisation, random allocation, counterbalancing, and single-blind procedures to control extraneous and confounding variables.
    Marking Points
    • States that a null hypothesis predicts no difference or no correlation between variables.
    • States that an alternative hypothesis predicts a difference or a correlation.
    • Matches a difference hypothesis to a study comparing groups or conditions.
    • Matches a correlation hypothesis to a study examining a relationship between two variables.
    • Recognises that the null hypothesis predicts no pattern in either case.
    • Identifies the independent variable as the factor the researcher deliberately manipulates or changes between conditions
    • Identifies the dependent variable as the factor the researcher measures to record the effect
    • Describes a co-variable as a variable measured alongside another to test for a relationship, with neither manipulated
    • Explains that extraneous variables are controlled by standardisation, keeping procedures, instructions and setting identical for all participants
    • Distinguishes a manipulated independent variable from a measured co-variable in a given scenario
    • Defines a repeated measures design as one in which the same participants take part in all conditions
    • Defines an independent measures design as one in which different participants take part in each condition
    • Explains that repeated measures designs control participant variables but risk order effects such as practice or fatigue
    • Explains that independent measures designs avoid order effects but may introduce participant variables between groups
    • Identifies counterbalancing as a way to reduce order effects in a repeated measures design
    • Defines the target population as the entire group about which the researcher wishes to draw conclusions.
    • Explains representativeness as the degree to which a sample's characteristics match those of the target population.
    • Links generalisability to the extent findings from a sample can be applied to the wider target population.
    • Describes random sampling as giving every member of the target population an equal chance of being selected.
    • Identifies opportunity sampling as recruiting participants who are available and willing at the time.
    • Identifies self-selected sampling as relying on volunteers who put themselves forward.
    • Explains that a larger sample can reduce the distorting effect of atypical individuals but does not remove bias.
    • Explains lack of informed consent as participants not being fully informed or not agreeing before taking part.
    • Describes protection of participants as safeguarding them from psychological harm such as distress or embarrassment.
    • Defines deception as misleading participants about the nature or purpose of the research.
    • Explains debriefing as a post-study explanation of the true aims that also checks participant wellbeing.
    • Describes the right to withdraw as allowing participants to leave and have their data removed.
    • Explains confidentiality as keeping participants' personal information private and unidentifiable.
    • Identifies the British Psychological Society's Code of Ethics and Conduct as the professional framework guiding researchers.
    Examiner Tips
    • 💡Identify whether the study compares groups or examines a relationship before choosing the hypothesis type.
    • 💡Check that the null hypothesis states no difference or no correlation.
    • 💡Name both variables clearly in the hypothesis you select.
    • 💡Read the scenario and underline what the researcher changes and what the researcher measures before choosing an option
    • 💡Check whether the study manipulates a factor or simply measures two variables together, because this decides IV/DV versus co-variables
    • 💡When an option mentions control, ask whether it keeps conditions the same for all participants, which is standardisation
    • 💡Ask whether the same people or different people appear in each condition, because this single question separates the two designs
    • 💡Link each design to one strength and one limitation rather than listing them without connection
    • 💡When order effects are mentioned, check whether the option describes counterbalancing rather than random allocation
    • 💡Learn one concrete procedure for each sampling method so you can match a scenario to the correct label.
    • 💡When asked about generalisability, name the target population explicitly before judging the sample.
    • 💡Separate the two judgements: representativeness concerns the sample, generalisability concerns the conclusions drawn from it.
    • 💡Match each ethical issue to a specific way of dealing with it rather than listing them separately.
    • 💡Use the exact terms informed consent, psychological harm, deception, debriefing, right to withdraw and confidentiality.
    • 💡When a scenario is given, name the issue and then state the safeguard that would resolve it.
    • 💡Always link evaluations to the context of the stimulus. If asked to evaluate an independent measures design for a memory test, mention specific participant variables such as baseline memory capacity.
    • 💡Memorise the exact counterbalancing technique 'ABBA' to remedy order effects in repeated measures designs, as examiners look for this specific procedural term.
    • 💡Whenever a question asks you to design a study, include operationalised IV and DV, the exact sampling method, experimental design, control of at least one extraneous variable, and ethical considerations to access top-band marks.
    Common Mistakes
    • Writes a null hypothesis that predicts a difference; state that the null predicts no difference or no correlation.
    • Uses a correlation hypothesis for a study comparing two groups; use a difference hypothesis for group comparisons.
    • Omits the direction or variables from the hypothesis; specify the variables and the predicted relationship.
    • Names the measured outcome as the independent variable; label the manipulated factor as the IV and the measured outcome as the DV
    • Treats a co-variable as something the researcher changes; describe both co-variables as measured, not manipulated
    • Leaves extraneous variables uncontrolled and calls this standardisation; state that standardisation means keeping conditions identical for every participant
    • States that repeated measures uses different participants in each condition; describe repeated measures as using the same participants throughout
    • Claims that independent measures designs remove participant variables; explain that separate groups may differ in ability or other characteristics
    • Says counterbalancing removes all order effects; describe it as balancing the order of conditions across participants to reduce them
    • Confuses the target population with the sample; keep the population as the whole group and the sample as the subset actually studied.
    • Treats a large sample as automatically representative; recognise that size does not correct a biased selection method.
    • Describes opportunity sampling as random; distinguish availability-based recruitment from equal-chance selection.
    • Assumes self-selected samples represent the population; note that volunteers often differ from non-volunteers.
    • Treats debriefing as a substitute for consent; recognise that debriefing happens afterwards and does not replace obtaining agreement beforehand.
    • Confuses confidentiality with anonymity; keep confidentiality as keeping data private and anonymity as removing identifying details.
    • Assumes deception is always unacceptable; note that it must be justified and addressed, for example through debriefing.
    • Describes the right to withdraw as applying only before the study; recognise it applies throughout, including removal of data.
    • Thinking a non-directional hypothesis is the same as a null hypothesis. A non-directional hypothesis predicts a difference between conditions without specifying the direction, whereas a null hypothesis predicts no significant difference at all.
    • Confusing order effects with participant variables. Order effects (fatigue and practice) occur exclusively in repeated measures designs, whereas participant variables (individual differences) affect independent measures designs.
    • Believing random sampling is entirely free from bias. While random sampling removes researcher bias in participant selection, the final sample may still produce an unrepresentative demographic spread purely by chance.
    Revision Plan
    1. 1Step 1: Learn the core definitions using active recall (aim, null/alternative hypothesis, IV, DV, operationalisation).
    2. 2Step 2: Create a comparison table for the three experimental designs, charting procedures, order effects, participant variables, and control methods like counterbalancing.
    3. 3Step 3: Practise sampling calculations (e.g. stratified sampling ratios) and formulate directional and non-directional hypotheses from novel research scenarios.
    4. 4Step 4: Complete past OCR exam questions focusing on 4-mark and 6-mark 'Design an Experiment' tasks, checking against official mark schemes.
    Exam Question Types
    • 📋Short-answer identification: Naming the IV, DV, or extraneous variables from a short research vignette (1-2 marks).
    • 📋Hypothesis formulation: Writing a fully operationalised directional or non-directional hypothesis based on a provided scenario (2-3 marks).
    • 📋Methodological evaluation: Comparing the strengths and weaknesses of experimental designs or sampling methods within a given context (3-4 marks).
    • 📋Extended study design: Outlining a novel psychological investigation from scratch, detailing design, sampling, controls, and ethics (6 marks).
    Command Word Expectations (OCR)
    Identify

    Name or select a specific variable, design, or sampling method briefly without providing detailed reasoning or explanation.

    Explain

    Provide reasons, mechanisms, or contextual justification showing how or why a particular methodological choice affects the validity or reliability of the study.

    Evaluate

    Present balanced strengths and limitations of a design, sample, or technique, concluding with a reasoned methodological judgement linked to the scenario.

    How Students Lose Marks (Examiner Pitfalls)
    Pitfall: Failing to fully operationalise the independent variable (IV) and dependent variable (DV) when writing alternative hypotheses.
    ❌ Weak Answer (Loses Marks):People who drink energy drinks will do better on a memory test than people who drink water.
    Example improved answer:Participants who consume 250ml of caffeinated energy drink 15 minutes prior to testing will recall significantly more words from a list of 20 nouns in two minutes compared to participants who consume 250ml of tap water.
    Examiner Tip: To secure full marks on hypothesis questions, state exactly how the IV is manipulated (e.g. 250ml energy drink vs 250ml water) and precisely how the DV is measured (e.g. score out of 20 on a recall test).
    Pitfall: Muddling experimental designs (e.g. independent measures) with sampling methods (e.g. opportunity sampling).
    ❌ Weak Answer (Loses Marks):The researcher used an opportunity design because they asked students in the canteen to take part.
    Example improved answer:The researcher used an independent measures design because participants were split into two separate groups, with each participant completing only one condition of the independent variable.
    Examiner Tip: Remember: sampling techniques dictate how you gather participants from the target population, whereas experimental designs dictate how you allocate those participants to your experimental conditions.
    Step-by-Step Worked Solutions

    Question: A psychologist wishes to investigate whether listening to music affects revision performance in GCSE students. Write an operationalised, directional (one-tailed) alternative hypothesis for this study (3 marks).

    1. 1.Step 1: Identify the IV and DV from the stem. The IV is listening to music vs silence; the DV is revision performance.
    2. 2.Step 2: Operationalise both variables with measurable criteria (e.g. listening to classical music at 60 dB vs complete silence; test score out of 50 on a 30-minute revision quiz).
    3. 3.Step 3: Frame the statement directionally (predicting which condition will perform better or worse) and state the comparison explicitly.
    Final Answer: GCSE students who revise while listening to classical background music will score significantly higher marks on a 50-mark multiple-choice test than GCSE students who revise in complete silence.

    Question: A researcher has access to a sixth form college with 400 Psychology students (240 females and 160 males). They require a stratified sample of 50 students. Calculate the exact number of female and male students needed in the sample (3 marks).

    1. 1.Step 1: Calculate the proportion of each sub-group in the target population. Total population = 400. Female proportion = 240 / 400 = 0.6 (60%). Male proportion = 160 / 400 = 0.4 (40%).
    2. 2.Step 2: Multiply each proportion by the desired sample size of 50.
    3. 3.Step 3: Female participants required: 0.6 x 50 = 30. Male participants required: 0.4 x 50 = 20. Verify total: 30 + 20 = 50.
    Final Answer: The stratified sample must contain 30 female students and 20 male students.
    Active Recall Memory Test
    What is the primary difference between a directional and a non-directional hypothesis?
    Key Fact: A directional (one-tailed) hypothesis predicts the specific direction of the outcome (e.g. 'higher' or 'faster'), whereas a non-directional (two-tailed) hypothesis states there will be a difference without specifying which group will perform better.
    How does counterbalancing work to control order effects in a repeated measures design?
    Key Fact: The sample is split into two halves: group 1 does condition A then B, while group 2 does condition B then A (the AB/BA technique), balancing out practice and fatigue effects evenly across both conditions.
    State one advantage and one limitation of opportunity sampling.
    Key Fact: Advantage: Quick, convenient, and cost-effective to assemble. Limitation: Likely to be unrepresentative and biased as it draws only from people present in that specific place and time.
    Frequently Asked Questions
    When should I write a directional hypothesis instead of a non-directional hypothesis in an exam?
    In OCR GCSE Psychology, you should formulate a directional hypothesis when previous research or theory cited in the exam prompt points towards a specific outcome. If no prior research is mentioned, or if past findings are conflicting or ambiguous, write a non-directional hypothesis.
    What is the purpose of conducting a pilot study during the planning stage?
    A pilot study is a small-scale trial run of the entire research procedure conducted before the actual investigation. Its main purpose is to test measuring instruments, check that instructions and task timings are clear, identify potential confounding variables, and ensure participants do not suffer floor or ceiling effects. This saves time and money by rectifying flaws early.
    How do matched pairs designs differ from repeated measures designs?
    In a repeated measures design, the exact same participants take part in all conditions of the independent variable. In a matched pairs design, different participants take part in each condition, but they are pre-tested and paired up on key characteristics relevant to the study (such as age, IQ, or memory capacity) to minimise individual differences without introducing order effects.
    What does operationalisation actually mean in GCSE Psychology?
    Operationalisation means defining experimental variables in terms of objectively measurable, observable, and concrete criteria. Instead of testing whether 'stress affects memory', an operationalised investigation measures whether 'reporting self-rated anxiety on a scale of 1-10 affects the number of words recalled from a list of 30 after 5 minutes'.