Phase 3: Data Collection
- The purpose of Phase 3
- Step 1: Decide how you will collect data
- Step 2: Write the method clearly
- Step 3: Identify the resources you need
- Step 4: Plan your ethical considerations
- Step 5: Complete a risk assessment
- Step 6: Identify your variables
- Step 7: Work out what data needs to be collected or collated
- Step 8: Prepare your data collection tools
- Step 9: Plan how the data will be stored and presented
- Step 10: Organise group roles for data collection
- Step 11: Review the method critically
- Step 12: Complete the Phase 3 checkpoint
- What you should have by the end of Phase 3
The purpose of Phase 3
Phase 3 is where your group designs the method for the investigation. This is the step-by-step plan for how you will collect data to answer your research question. In the official Phase 3 process, the focus is on the method, resources, ethical considerations, risk assessment, variables, what data needs to be collected or collated, how data will be presented, and a checkpoint for method approval. The Collaborative Investigation must include research design, so this phase is a core part of meeting NESA requirements.
Step 1: Decide how you will collect data
Your first job in Phase 3 is to decide how your group will collect the data.
What to do
- choose the main method your group will use
- make sure it matches your research question
- make sure it is realistic for your school setting
- make sure your group can actually complete it well
Common method options
- survey
- interview
- focus group
- observation
- experiment
- content analysis
- secondary data analysis
How to choose the right method
Use a method that fits the kind of question you are asking:
- Choose a more quantitative method if you need numbers, comparisons, or measurements.
- Choose a more qualitative method if you need opinions, experiences, or descriptions.
- Best practice: Use a mixed method if both would strengthen the investigation.
Step 2: Write the method clearly
Once you have chosen the method, you need to write it as a clear procedure.
What to do
Outline:
- what data will be collected
- who or what the data will come from
- when the data will be collected
- how the procedure will happen step by step
What a strong method should be like
Your method should be:
- clear
- precise
- logical
- easy for someone else to follow
A weak method is vague. A strong method leaves little confusion about what the group will actually do.
Example: Instead of writing “we will test students after exercise“, write something more precise such as: “20 Year 11 students will complete a concentration task, take part in 5 minutes of moderate exercise, then complete the same task again during lunchtime over 2 school days.“
Step 3: Identify the resources you need
NESA includes resources as part of Phase 3, so your group needs to work out exactly what is needed before data collection begins.
What to do
Make a list of:
- equipment
- materials
- digital tools
- spaces or venues
- forms or templates
- people or permissions needed
Examples of resources
- stopwatch
- survey forms
- shared spreadsheet
- online survey platform
- interview questions
- sports equipment
- access to a class, team, or school group
- library or computer room booking
Why this matters
This helps your group avoid designing a method that looks good on paper but cannot actually be completed.
Example: A method that needs heart rate monitors is not practical if your group has no access to them.
Step 4: Plan your ethical considerations
Ethical considerations are a required part of Phase 3. The NESA teaching advice identifies informed consent, privacy, integrity, and respect as key ethical principles in research.
What to do
If your investigation involves people, make sure your group plans for:
- informed consent
- privacy
- confidentiality
- voluntary participation
- the right to withdraw
- respectful treatment of all participants
What this means in practice
- Participants should understand what the investigation is about.
- They should know what they are being asked to do.
- They should agree to take part voluntarily.
- Their information should be kept private where possible.
- Your group must record findings honestly.
Do not leave ethics until the end. Ethical planning needs to be built into the method from the start.
Example: If your group is surveying students about stress, you need to think about privacy, sensitive questions, and how students can choose not to answer.
Step 5: Complete a risk assessment
Risk assessment is another required part of Phase 3.
What to do
Think about possible risks linked to your method and how those risks will be reduced.
Possible risks
- physical risks, such as injury or fatigue
- emotional risks, such as discomfort from sensitive questions
- practical risks, such as unsafe equipment or poor supervision
What to include
- what the risk is
- who it might affect
- how likely it is
- how your group will reduce or manage it
Example: If your group is doing a short exercise task, you may need a warm-up, safe space, supervision, and a clear stop rule if someone feels unwell.
Example: If your group is asking about mental wellbeing, you may need to avoid intrusive questions and tell participants they can skip questions or stop at any time.
Step 6: Identify your variables
NESA includes variables as part of Phase 3, so your group needs to be clear about what is changing and what is being measured.
What to do
If your investigation involves variables, identify:
- the independent variable
- the dependent variable
- any controlled variables
What these mean
- Independent variable: what your group changes
- Dependent variable: what your group measures
- Controlled variables: what your group tries to keep the same
Why this matters
Clear variables make the investigation more scientifically sound and help show whether the method is fair.
Example: If your group is investigating the effect of music on motivation during exercise:
• the independent variable may be the music condition
• the dependent variable may be the motivation rating
• the controlled variables may include time, task, and duration of exercise
Step 7: Work out what data needs to be collected or collated
Phase 3 also requires your group to decide what data needs to be collected or collated.
What to do
Make a clear list of the exact information your group needs.
Ask these questions
- What evidence is needed to answer the question?
- What details must be recorded every time?
- Are there any categories, scores, or responses that could be missed?
Why this matters
This stops your group from getting to Phase 4 and realising important information was never collected. Imagine getting to the end and you can’t analyse relevant data or make any conclusions. This prevents that.
A survey-based study might need:
- age group
- frequency of exercise
- stress rating
- one or two open-ended responses
An experiment might need:
- pre-test score
- post-test score
- time taken
- number of trials
Step 8: Prepare your data collection tools
Once you know what data is needed, prepare the tools that will collect it.
What to do
Depending on your method, this could include:
- survey questions
- interview questions
- observation checklist
- rubric
- recording sheet
- spreadsheet
- prepared results table
What to check
Your tools should be:
- easy to understand
- linked to the research question
- matched to your variables
- likely to produce useful data
Example: If you are using a survey, avoid confusing or leading questions.
e.g. “Don’t you agree that fitness tests are a waste of time?” (leading) could be rewritten as “How useful do you think fitness tests are?” with response options from “Not useful” to “Very useful.”
Example: If you are using an observation, make sure everyone in the group knows exactly what they are looking for. e.g. Two group members observe the same 10-minute playground game using the same checklist (e.g., ‘number of passes’, ‘number of verbal encouragements’, ‘any unsafe contact’), and they agree in advance exactly what counts as each item.
Step 9: Plan how the data will be stored and presented
The official Phase 3 process asks groups to plan how data will be presented, so it helps to think ahead before collection begins.
What to do
Decide:
- where the data will be stored
- who will have access to it
- how it will be kept secure
- what format it may later be presented in
Common data presentation formats
- table
- bar graph
- line graph
- pie chart
- written summary
- themes for qualitative responses
Why this matters
Planning ahead helps your group collect data in a way that will actually be useful in Phase 4.
Example: If your group wants to compare categories in a bar graph later, your data needs to be collected in categories that can actually be graphed.
Step 10: Organise group roles for data collection
Because this is a Collaborative Investigation, your group should also decide how responsibilities will be managed in this phase. The official advice makes clear that students are expected to negotiate plans and tasks, distribute leadership, and give and receive feedback throughout the investigation.
What to do
Decide:
- who will draft the method
- who will organise materials
- who will check ethics and risk requirements
- who will set up data recording
- who will communicate with the teacher if needed
Important point
Roles can be shared, but everyone should understand the method. Do not let one person design the whole method alone while the rest of the group barely knows what is happening.
Example: One student may draft the written method, but the full group should still review it, improve it, and agree on it.
Step 11: Review the method critically
Before the checkpoint, read through the method as a group.
Questions to ask
- Does this method clearly answer the research question?
- Is it realistic in the time available?
- Will it produce useful data?
- Are the variables clear?
- Have ethics and risks been covered?
- Could someone else follow this method without guessing?
What to fix before approval
- unclear steps
- missing resources
- weak or biased questions
- ethical gaps
- uncontrolled factors
- unclear data recording
Step 12: Complete the Phase 3 checkpoint
The last step in Phase 3 is the checkpoint for feedback on collaborative practice and method approval. NESA’s process table identifies this as the point where the method is reviewed before data collection begins.
What you should bring
- your written method
- your resource list
- your ethical considerations
- your risk assessment
- your variables
- your plan for what data will be collected
- your plan for how the data will be presented
What may happen at the checkpoint
Your teacher may:
- approve the method
- ask you to clarify steps
- tell you to change the sample
- point out ethical or safety issues
- suggest better ways to record the data
Do not start Phase 4 until the method is clear and approved.
What you should have by the end of Phase 3
By the end of Phase 3, your group should have:
- a clear method
- the right resources
- planned ethical considerations
- a completed risk assessment
- clear variables, if relevant
- a list of what data needs to be collected or collated
- a plan for how data will be stored and presented
- teacher approval to move into data collection
