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Initial Scale Development: Sample Size for Pilot Studies
Abstract
Pilot studies are often recommended by scholars and consultants to address a variety of issues, including preliminary scale or instrument development. Specific concerns such as item difficulty, item discrimination, internal consistency, response rates, and parameter estimation in general are all relevant. Unfortunately, there is little discussion in the extant literature of how to determine appropriate sample sizes for these types of pilot studies. This article investigates the choice of sample size for pilot studies from a perspective particularly related to instrument development. Specific recommendations are made for researchers regarding how many participants they should use in a pilot study for initial scale development.
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“Johanson & Brooks (2010) did recommend a sample size of 12 participants per arm for pilot trials.”
From A Feasibility and Pilot Randomised Dismantling Trial of the Efficacy of Self-As-Context During Acceptance and Commitment Therapy. (2021) · cites this paper as Johanson & Brooks (2010)
In the citing paper
“As the current study was below the average (Billingham etal., 2013) and below the recommended (Johanson & Brooks, 2010) sample size”
From A Feasibility and Pilot Randomised Dismantling Trial of the Efficacy of Self-As-Context During Acceptance and Commitment Therapy. (2021) · cites this paper as Johanson & Brooks, 2010
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“e conducting further research), thus 30 participants was selected for this study [21].”
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“Moreover, [29] suggested that 30 participants were sufficient for pilot research, where the aim is to provide baseline information.”
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Howell, M., Bailey, T., Bradshaw, J., & Langdon, P. E. (2021) · Research in Developmental Disabilities · doi:10.1016/j.ridd.2021.104025 · Cited by 5
Sapihis, M., Loh, S. Y., Roslani, A. C., & Chinna, K. (2015) · Jurnal Teknologi · doi:10.11113/jt.v77.7005 · Cited by 5
“participants as suggested by [23], a minimum of 30 representative of participation for initial scale development survey.”
BackgroundSharif, M. S., Hanapi, Z., Nashir, I. M., Kob, C. G. C., & Abdullah, A. S. (2019) · International Journal of Academic Research in Business and Social Sciences · doi:10.6007/ijarbss/v9-i3/5733 · Cited by 5
“Meanwhile, Johanson and Brooks (2010) suggested that the minimum number of respondents for the pilot study is 30 people with the aim of being preliminary research or a scale development.”
BackgroundAlolayyan, M. N., Alyahya, M. S. I., Hijazi, H. H. A., & Ajayneh, F. J. (2022) · Quality & Quantity · doi:10.1007/s11135-021-01285-6 · Cited by 5
Stenner, B. J., Buckley, J. D., & Mosewich, A. D. (2018) · Cogent Psychology · doi:10.1080/23311908.2018.1450920 · Cited by 5
“A sample size of 24–40 was targeted for pilot testing of the questionnaire based on recommendations for pilot studies of questionnaire development (Hertzog, 2008; Johanson & Brooks, 2010; Lancaster, Dodd, & Williamson, 2004).”
MethodKathuria, S. (2011) · Cited by 5
Brown, J. M., Rita, N., Franco‐Arellano, B., LeSage, A., & Arcand, J. (2025) · JMIR Formative Research · doi:10.2196/69242 · Cited by 5
“For this type of feasibility study, 12 to 30 participants per group is suggested by other researchers [34,35].”
Aisyah, D. N., Setiawan, A. H., Lokopessy, A. F., Mayadewi, C. A., Endryantoro, M. T. A., Wibowo, V., Disviana, S., Laksana, I., Aviandito, M., Kozlakidis, Z., et al. (2025) · JMIR Medical Informatics · doi:10.2196/65940 · Cited by 4
“This sample size aligns with established methodological guidance, which recommends 10 ‐ 30 participants for pilot testing to identify potential issues with instrument design and administration [22,23].”
Kokash, H. A., Ahsan, M. N., Hafeez, M. H., Khattak, A. N., Ahmed, S., & Alam, S. S. (2025) · Circular Economy and Sustainability · doi:10.1007/s43615-025-00693-2 · Cited by 6
“This pilot size falls within the range recommended by Van Teijlingen & Hundley [71 ] and Johanson & Brooks [72], who suggest that 30 to 100 participants are adequate for instrument testing in social sciences.”
Liu, M. (2025) · Humanities and Social Sciences Communications · doi:10.1057/s41599-025-06001-5 · Cited by 5
“This sample size is considered adequate for pilot testing questionnaires and identifying potential issues with clarity and comprehension (e.g., Johanson and Brooks, 2010).”
Zhang, L., Hussain, W. M. H. W., & Ali, S. H. M. (2025) · Digital Health · doi:10.1177/20552076251396560 · Cited by 4
“117 The pilot test con fi rmed adequate reliability (all Cronbach ’ s α > 0.70) and comprehensibility of all measurement items.”
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Alhosban, A., Gaire, R., & Al-Ababneh, H. A. (2025) · Standards · doi:10.3390/standards6010002 · Cited by 4
“Although a sample size of 30 is modest, it aligns with methodological guidance for exploratory descriptive and pilot studies aiming to identify general trends rather than estimate population parameters [35–37].”
Sood, S., & Ramaiya, A. (2022) · Frontiers in Public Health · doi:10.3389/fpubh.2021.747823 · Cited by 4
Trudel, S. M., Bray, M. A., McCoach, D. B., Kaufman, J. C., McGrath, R. E., Brunzell, T., & Winter, E. L. (2025) · Contemporary School Psychology · doi:10.1007/s40688-025-00542-x · Cited by 4
“Johanson and Brooks (2010) reported that for a pilot or preliminary study, the sample size for initial instrument development is at minimum 30 representative participants from the population of interest to produce a Cronbach’s alpha of 0.80.”
Influential
Metadata
- Authors
- Johanson, G. A., & Brooks, G. P.
- Affiliations
- Ohio University (US)
- Corresponding author
- Johanson, George A.
- Venue
- Educational and Psychological Measurement
- Publisher
- SAGE Publications
- Published
- 2009-12-18
- Volume
- 70
- Issue
- 3
- Pages
- 394-400
- ISSN
- 0013-1644 (ISSN-L)
- 1552-3888
- OpenAlex
- W1984294110
- Cited by
- 1,012
- References
- 19
- Citations by year
- 2026: 134 · 2025: 115 · 2024: 110 · 2023: 99 · 2022: 89 · 2021: 104 · 2020: 83 · 2019: 67 · 2018: 49 · 2017: 34 · 2016: 33 · 2015: 29 · 2014: 25 · 2013: 19 · 2012: 13
- FWCI
- 9.92
- Type
- journal article
- Language
- en
- Open access
- closed
- Locations
- Educational and Psychological Measurement (publishedVersion)
- Topics
- Social Sciences › Decision Sciences › Management Science and Operations Research › Psychometric Methodologies and Testing
- Health Sciences › Nursing › Research and Theory › Health Education and Validation
- Social Sciences › Sociology and Political Science › Survey Methodology and Nonresponse
- Keywords
- pilot study, sample size determination, scale development, instrument development, item difficulty, item discrimination, internal consistency, response rate, parameter estimation
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