Study identifier
Unique study title, protocol or project code, and short description to link the calculation to approvals and metadata.
A consistent sample size template reduces design errors, documents key assumptions for peer review, and supports reproducible results. It ensures you explicitly link confidence level, margin of error, and power to the final sample size, helping teams plan budgets and timelines with clearer risk understanding.
The template is useful across industries whenever a defensible, documented sample size is required for study planning or regulatory review.
Unique study title, protocol or project code, and short description to link the calculation to approvals and metadata.
Clear description of the target population, inclusion/exclusion criteria, and sampling frame used to translate sample size into recruitment goals.
Fields for effect size, expected variance or proportion, desired confidence level, power, and directionality (one- or two-sided tests).
Selected formula or software method (z-test, t-test, proportion test, or simulation), plus any adjustments for clustering or design effect.
Recommended nominal sample size, adjusted target accounting for attrition or nonresponse, and an explicit margin of error statement.
Document rationale, sensitivity checks, version history, reviewer comments, and references to power analysis code or tools used.
| Field | Configuration |
|---|---|
| Effective Date | MM/DD/YYYY mandatory |
| Calculation Method | Dropdown: z,t,proportion,simulation |
| Auto-calc fields | Enable formula fields for outputs |
| Signature | Require signer name + date |
Choose a platform that integrates with your document management system and meets applicable compliance needs such as HIPAA when handling protected health information.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A graduate researcher estimated sample size for a two-sample t-test using pilot variance
A clinical coordinator used the template to plan patient accrual and adjusted for 15% dropout