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Going Beyond Simple Sample Size Calculations: a Practitioner's Guide

McConnell, Brendon; Vera Hernandez, Marcos; (2025) Going Beyond Simple Sample Size Calculations: a Practitioner's Guide. Fiscal Studies 10.1111/1475-5890.70005. (In press). Green open access

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Abstract

Basic methods to compute required sample sizes are well understood and supported by widely available software. However, researchers often oversimplify their sample size calculations, overlooking relevant features of their experimental design. This paper compiles and systematises existing methods for sample size calculations for continuous and binary outcomes, both with and without covariates, and for both clustered and non-clustered randomised controlled trials. We present formulae accommodating panel data structures and uneven designs, and provide guidance on optimally allocating sample size between the number of clusters and the number of units per cluster. In addition, we discuss how to adjust calculations for multiple hypothesis testing and how to estimate power in more complex designs using simulation methods.

Type: Article
Title: Going Beyond Simple Sample Size Calculations: a Practitioner's Guide
Open access status: An open access version is available from UCL Discovery
DOI: 10.1111/1475-5890.70005
Publisher version: https://doi.org/10.1111/1475-5890.70005
Language: English
Additional information: © 2025 The Author(s). Fiscal Studies published by John Wiley & Sons Ltd on behalf of Institute for Fiscal Studies. This is an open access article under the terms of the Creative Commons Attribution License, which permits use, distribution and reproduction in any medium, provided the original work is properly cited.
Keywords: power analysis, sample size calculations, randomised control trials, cluster randomised control trials, covariates, multiple outcomes, simulation
UCL classification: UCL
UCL > Provost and Vice Provost Offices > UCL SLASH
UCL > Provost and Vice Provost Offices > UCL SLASH > Faculty of S&HS
UCL > Provost and Vice Provost Offices > UCL SLASH > Faculty of S&HS > Dept of Economics
URI: https://discovery.ucl.ac.uk/id/eprint/10212721
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