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PhD Research Checklist

30+ essential tasks for a successful doctoral journey

From proposal to final submission — track your progress with our comprehensive PhD checklist.

30+ Actionable Tasks

Complete checklist from start to finish

Year-by-Year Timeline

Track progress across 3-5 years

Printable Format

Print and check off tasks as you go

Checklist Preview

Complete checklist includes: Proposal development, coursework, comprehensive exams, research methodology, data collection, data analysis, chapter writing, revisions, publication strategy, defense preparation, and final submission.

Year 1: Foundation & Proposal

  • ☐ Attend orientation and meet advisor
  • ☐ Complete required coursework
  • ☐ Form dissertation committee
  • ☐ Conduct preliminary literature review
  • ☐ Identify research gap
  • ☐ Develop research questions
  • ☐ Write and defend proposal
  • ☐ Obtain ethics approval (IRB)

Year 2: Research & Comprehensive Exams

  • ☐ Complete comprehensive exams
  • ☐ Finalize research methodology
  • ☐ Develop data collection instruments
  • ☐ Pilot test instruments
  • ☐ Begin data collection
  • ☐ Write literature review chapter
  • ☐ Attend conferences
  • ☐ Submit first publication

Year 3: Data Analysis & Writing

  • ☐ Complete data collection
  • ☐ Perform data cleaning
  • ☐ Conduct statistical/qualitative analysis
  • ☐ Write methodology chapter
  • ☐ Write results/findings chapter
  • ☐ Write discussion chapter
  • ☐ Submit second publication
  • ☐ Present at international conference

Year 4+: Completion & Defense

  • ☐ Write conclusion chapter
  • ☐ Complete full draft
  • ☐ Incorporate advisor feedback
  • ☐ Submit to committee for review
  • ☐ Schedule defense
  • ☐ Prepare defense presentation
  • ☐ Complete final revisions
  • ☐ Submit final dissertation

Ongoing & Career Tasks

  • ☐ Maintain literature review database
  • ☐ Network with peers and faculty
  • ☐ Apply for grants and funding
  • ☐ Update CV and LinkedIn profile
  • ☐ Apply for postdoc/industry positions
  • ☐ Convert dissertation to publications
  • ☐ Prepare teaching portfolio
  • ☐ Attend career development workshops

Download Your Free PhD Research Checklist

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Tips for Using This Checklist

Print and Display

Print the checklist and keep it visible on your desk. Check off tasks as you complete them for a sense of progress.

Set Deadlines

Assign realistic deadlines to each task based on your program's requirements and personal timeline.

Share with Your Advisor

Review the checklist with your advisor to ensure alignment with program expectations.

Review Regularly

Review your progress monthly and adjust your timeline as needed.

More Free Resources

Free SOP Template

Proven structure for PhD SOP.

Download Free

Journal Selection Guide

Find the right Scopus/WoS journal.

Download Free

PhD Timeline Template

Plan your 3-5 year journey.

Download Free

Frequently Asked Questions

While most tasks apply universally, some milestones may vary by discipline (STEM vs. Humanities) and country. Customize the checklist based on your program's specific requirements.

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