Technical Deep-Dive

    IRB/Ethics Application Guide

    Navigate research ethics approval with confidence. From protocol development to informed consent—everything you need for a successful application.

    2-12 week timeline
    Step-by-step process
    Dissertation-focused

    Review Categories

    Understanding review categories helps you estimate timeline and prepare appropriate documentation.

    1-2 weeks

    Exempt

    Risk Level: Minimal

    Research involving normal educational practices, surveys/interviews with adults on non-sensitive topics, public observation, or analysis of existing data.

    Examples:

    • Anonymous surveys of adult professionals
    • Observation in public spaces
    • Analysis of de-identified existing datasets
    • Educational research in normal classroom settings
    2-4 weeks

    Expedited

    Risk Level: Low

    Minimal risk research that doesn't qualify for exemption but uses standard procedures like surveys, interviews, or focus groups.

    Examples:

    • Interviews with adults on moderately sensitive topics
    • Non-invasive physiological measurements
    • Research with identifiable but non-sensitive data
    • Surveys with minor vulnerable population involvement
    4-12 weeks

    Full Board Review

    Risk Level: Greater than minimal

    Research involving more than minimal risk, vulnerable populations, or sensitive topics requiring full committee deliberation.

    Examples:

    • Research with children or prisoners
    • Sensitive topics (trauma, illegal behavior)
    • Deception that may cause distress
    • Collection of sensitive health information

    Application Components

    A complete IRB application includes these essential elements. Prepare them carefully to avoid delays.

    Protocol/Research Plan

    Detailed description of your study including background, objectives, methods, and timeline

    Be specific about procedures—vague descriptions cause delays
    Explain why your methods are appropriate for your questions
    Include exact scripts for recruitment and data collection
    Describe data security measures in detail

    Informed Consent Documents

    Materials explaining the study to participants and documenting their voluntary agreement

    Write at 8th grade reading level or below
    Clearly state participation is voluntary
    Explain risks AND benefits honestly
    Include contact information for questions
    Consider verbal consent for sensitive populations

    Recruitment Materials

    Flyers, emails, scripts, or social media posts used to invite participants

    Don't oversell benefits or minimize risks
    Avoid coercive language
    Include all materials—even social media posts
    Specify where and how you'll recruit

    Data Collection Instruments

    Surveys, interview guides, observation protocols, or other tools

    Include every question you plan to ask
    Highlight any sensitive questions for reviewers
    Cite validated instruments if using them
    Explain how you developed new instruments

    CITI Training Certificates

    Proof of research ethics training for all study personnel

    Complete before submitting—can't submit without it
    Ensure training matches your research type
    Training is valid for 3 years typically
    All team members need current training

    Required Informed Consent Elements

    Federal regulations require these elements in informed consent documents. Ensure your consent form addresses each one.

    Purpose of the research
    Expected duration of participation
    Procedures to be followed
    Reasonably foreseeable risks or discomforts
    Benefits to participant or others
    Alternative procedures or treatments (if applicable)
    Confidentiality protections
    Compensation (if any)
    Contact for questions about research
    Contact for questions about rights
    Statement that participation is voluntary
    Right to withdraw without penalty

    Additional elements may be required for specific populations (children, prisoners) or research types (genetic research, sensitive topics).

    Common Application Mistakes

    Vague or incomplete procedure descriptions

    Describe exactly what participants will experience, minute by minute. Include time estimates, scripts, and all questions you'll ask.

    Consent forms written at too high a reading level

    Aim for 6th-8th grade reading level. Avoid jargon, use short sentences, and test readability with online tools.

    Claiming 'no risks' when risks exist

    All research has some risk, even if minimal. Address potential discomfort, time, privacy concerns. Be honest but not alarming.

    Inconsistencies between application and materials

    Ensure your protocol, consent form, and instruments all match. If you say 'approximately 30 minutes,' use that phrasing everywhere.

    Missing or expired CITI training

    Verify all team members have current, appropriate training before submission. Training expires—check dates.

    Inadequate data security description

    Specify where data will be stored, who has access, how long it's retained, and how it will be destroyed. Be specific about encryption and passwords.

    Frequently Asked Questions

    Need Help with Your Ethics Application?

    Our research methodology consultants can review your protocol, help develop consent documents, and prepare you for IRB submission.