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v2026.1714 entries · CC-BY 4.0
Dictionary termTrack EStablev2026.2

Idea phase

The earliest phase of the research project lifecycle, in which a researcher identifies a question, surveys the literature, drafts a research concept, and explores potential funders and collaborators before committing to proposal preparation.

ByCASRAI Editorial Board
· Last updated 21 May 2026

Examples

Worked examples

  • Is an instance

    A new lecturer spends six months in the idea phase: reviewing literature, identifying collaborators, and exploring three potential funding routes.

  • Is an instance

    A research-development team meets with a PI to refine an early-stage idea and recommend the most fitting call.

Counter-examples

Looks similar, but isn't

  • Not an instance

    Submitted proposal preparation is in the proposal phase.

  • Not an instance

    Active project execution is not the idea phase.

Editorial commentary

The idea phase is informal and exploratory. Activities include literature review, brainstorming with collaborators, attending relevant conferences, seeking early advice from a research-development office, and informal sponsor-engagement conversations (e.g., NIH programme officer outreach, ERC information days). The phase may last weeks to years before a decision to commit to a specific funding call. Ideas may be parked or evolve significantly before reaching proposal stage.

References

  • Research development office best practices; NCURA proposal development training.

Also known as

Concept phase · Idea stage · Pre-proposal phase · Concept development

Machine-readable encodings

Use in your systems

JATS XML <role> element
xml
<role vocab="credit"
      vocab-identifier="https://casrai.org/dictionary/"
      vocab-term="Idea phase"
      vocab-term-identifier="https://casrai.org/dictionary/term/idea-phase" />
Schema.org DefinedTerm (JSON-LD)
json
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  "identifier": "https://casrai.org/dictionary/term/idea-phase",
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  "inDefinedTermSet": "https://casrai.org/dictionary/domain/research-lifecycle-stages-and-project-metadata/",
  "url": "https://casrai.org/dictionary/term/idea-phase",
  "sameAs": [
    "Concept phase",
    "Idea stage",
    "Pre-proposal phase",
    "Concept development"
  ],
  "license": "https://creativecommons.org/licenses/by/4.0/"
}

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