Resources Planning for Applied Research

William Jen

作者介紹

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•Leonard Bickman•Ph.D. (City University of New York, 1969)•Quantitative Methods• Associate Dean for Research, Peabody College

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Outline

1. Resources2. Data as a Resource3. Time as a Resource4. Personnel5. Financial Resources6. Monitoring Project Implementation

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1. Resources

Difference between applied and basic research

•Data : 正確，及時•Time : deadline

•Personnel : partner (librarians, accountant, 交大幫的學長學弟 )

•Money : 調查費 ……

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2. Data as a Resource

•Most important resource

▫問題導向： Specified by the research question

▫data driven?

•Can be obtained primarily in two ways

▫Primary data collection

▫Secondary data analysis

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Primary Data Collection

•Three major issues(1) Site selection: Lab 內，圍牆外(2) Authorization: 系函，學長 or 人脈(3) Data collection process: 授權，記錄，保護，保

存

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(1) Site Selection▫Visibility and openness, e.g., university, faculty salaries▫Front stage and backstage, e.g., 法庭，陪審團會議

(2) Authorization▫Confidentiality is a significant issue, e.g., 長榮航太▫Experienced organizations have standard procedures, SOP,

e.g., 大立光電▫Permission, central approval not guarantees everything , e.g.,

華航▫Any agreement should be in writing, e.g., 大有

Primary Data Collection

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(3) Data Collection Process▫Participants, e.g., 首都▫Logistics: accessibility, mobility, 客運，租車，借車

……▫備份

Primary Data Collection

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Secondary Data Analysis

•Lower costs and time savings•Flawed and inappropriate data, e.g., 聯合稽查•Direct examination of a representative sample of

records should be conducted▫Provide an indication of the content and quality of the

records

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3. Time as a Resource

•Calendar and clock time Actual or real time needed to accomplish some task•Consideration of time

▫Relationship to the phenomenon that is being studied•Time budget, a research project

▫Decide what categories will be used▫Estimate how long it will take to complete each task▫Deadline, 逾期罰錢，估計樂觀、悲觀、最可能時間

時間․Task and Time

在時間的分配上，研究者不僅僅只是作一個報告，還要跟

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•Gantt chart （ PERT: 先行關係 , 容易低估時間 , 掌控好 CP. Project 2000 ）

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4. Personnel

•Skill matrix, 專長互補 team: 找、培、留 •Person-loading table, 上限

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5. Financial Resources The biggest part of any research budget: Research staff (DL)

50%: 月薪，時薪，批次 健保部分負擔給付，保險

其他直接成本 (DM) 差旅費 , 電話費 , 郵資 ( 問卷、回函、催函 ), 影印費 , 生

活津貼 ( 伙食、住宿 ), 電腦時間

間接或經常性成本 (FO) 空間、設備及維修費用、管理費

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5. Financial Resources

•價格標的報價 ,May be faced with a total cost that is not reasonable for the project▫Eliminate or reduce the scope of some tasks,

修正題目 or 縮小範圍▫Use less expensive staff, 累死學生？▫Look for more efficient methods, e.g., 評鑑發車準點

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6. Monitoring Project Implementation

•Be kept on schedule, 計畫趕不上變化時要應變調整•At least monthly accounting of the expenses, Budgeting•The purpose of the planning is to anticipate difficulties,

Planning, Conducting, Communicating,

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Thanks for your attention!