Designing proportion studies with the right sample size
We plan proportion studies by balancing **precision** (margin of error), **confidence**, and **feasibility**. The formula n₀ = z²·p·(1−p)/e² captures that tradeoff concisely. When the population is finite, we apply a correction so we don’t oversample beyond what’s needed.
Why confidence and margin move together
Higher confidence demands larger z, which inflates n for the same margin. Tightening the margin also grows n quadratically because e sits in the denominator squared. We use this relationship to scope realistic targets.
Choosing p̂ responsibly
Prior data, pilots, or domain knowledge can justify a p̂ other than 50%. If we truly have no clue, 50% is a safe default since it maximizes variance. For rare outcomes, using a smaller p̂ can shrink n substantially.
When the population is not “infinite”
For small or closed populations, the finite correction returns a smaller but still defensible n. We round up to whole units and consider practical issues like nonresponse or screening failures.
Beyond the basics
Complex designs (strata, clusters, unequal probabilities) change variance. In those cases, we introduce a design effect (DEFF) that multiplies n₀. Our simple calculator assumes simple random samples.