Jodonnis Rodriguez
Finance · EMU
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Research Guide
Research project
workflow.
Research project workflow
Eight-step research workflow grouped into three phases—frame the question, plan the study, and do the work and share—with example sources for steps that involve specific resources.
PHASE 1 — FRAME THE QUESTION
01
Spark the idea
Notice a puzzle, contradiction, or "why does this work?"
e.g.,
WSJ
·
Financial Times
·
Bloomberg
·
Odd Lots podcast
02
Quick literature scan
Has this been answered? What is already known?
e.g.,
Google Scholar
·
SSRN
·
NBER
·
Consensus.app
03
Refine the question
Narrow it; make it specific and answerable
PHASE 2 — PLAN THE STUDY
04
Form a hypothesis
Predict what you'll find—and why you expect it
05
Choose data and method
Free, accessible sources and beginner-friendly tools
e.g.,
FRED
·
SEC EDGAR
·
yfinance
·
Python
·
Excel
PHASE 3 — DO THE WORK AND SHARE
06
Run your analysis
Apply the method; collect and document results
e.g.,
GitHub
·
Jupyter Notebook
·
Google Colab
07
Interpret findings
What do the numbers actually mean? Are they robust?
08
Write up and get feedback
Share, revise, repeat—drafts get better through review
e.g.,
EMU Writing Center
↻ Findings often send you back to step 03. That's the work, not failure.