Qualitative Research - interview

Qualitative research

interview

observations

affinity diagrams

work models

personas

market research

survey and questionnaires

log analysis

document analysis

Focus group

Workshops

A/b test

Prototyping

Design probe

types of interviews

group vs individual

remote vs in-person

degree of structure: structured, semi-structured, unstructured

半结构式访谈(semistructured interview),亦译“半定式访谈”,亦称“半标准化访谈”。访谈的方法之一。事先有一定的题目和假设,但实际问题没有具体化。其优缺点介于结构式访谈和非结构式访谈之间。

Components of an interview protocol

Overarching question

Introduction(self-introduction, goals of interview, duration, overview of components, confidentiality, voluntary nature, permissions)

Main interview

  • Background /warm-up questions(short, simple, closed-ended)
    • Closed-ended questions
      • Did you like x?
      • How many times a week do you…?
      • What is your favorite…?
      • Sometimes, closed-ended questions are appropriate, but they shouldn’t dominate the protocol
    • Abstract, generalized
      • What do you normally do when?
      • What is the typical way in which…?
      • These aren’t bad questions, but you want to be sure that you’ve asked for concrete details, also.
  • Core questions(open-ended, conversational, focused on overarching question)
    • Open-ended questions
      • Why did you…?
      • How did you go about…?
      • Can you tell me about…?
      • Why do you think that is?
      • How did you handle that situation?
    • Specific, concrete
      • Tell me about the last time that you did…
      • Can yo think of a specific instance when…?

Observation

  • Think-aloud protocol
    • encourage participant to verbally explain what they are thinking and doing
    • Awkward at first, get easier
  • Observation questions
    • Prompts to perform tasks
    • Questions you can anticipate
    • Focused on overarching question
    • Observation tips
      • Ask participant to perform relevant tasks
      • Think-aloud protocol
        • Ask participant to speak aloud and tell you what they are doing and thinking
        • It will be awkward at first, but encourage them if needed, by asking lots of quick questions
          • What are you dong now?
          • What are you thinking when you do that?
      • Take good notes, pay special attention to things they do that are not part of the main tasks:
        • Pauses
        • Missteps/multiple attempts
        • Intentional detours
        • Ask questions, if you don’t understand the motivation for an action

Conclusion(anything to add? Thank you, followup plans(additional questions, report back), your contact information, any questions?, thank you again!)

Guidelines only-no hard rules

Most important: interview ethics

Second most important: answering your overarching question

Variations

  • Multiple overarching questions
  • Interleaving interview and observation
  • No observation
  • In-situ observation, with no think-aloud protocol

Preparation (try to memorize)

  • Interview participant background
  • Topic background
  • Interview protocol
  • Overarching question

Improvisation

  • Rapport with interview participant
  • Attention to the unexpected
  • Unscripted questions
  • Focus on overarching question

Note-taking

Try using paper and pen/pencil

  • Devices can create a mental barrier
  • Print out interview protocol with blank space under core questions

Write down

  • Key points, in short phrases
  • Things that audio recording would not capture: impressions, facial expressions, physical context
  • Follow-up questions

From notes to qualitative data

As soon as possible after an interview, review notes and audio recordings and write down affinity notes

An affinity note is:

  • A sticky note on which you write
  • A participant code(type and number: c01, C03, G04, M02)
  • A statement or question
  • That comes from your notes or audio recordings
  • Which is probably relevant to the needs assessment

Affinity note include:

  • Factual statements - complete sentences
  • Participant quotations(in quotation marks)
  • Observations, as statements
  • Interpretations of the above
  • Questions

Tips:

  • Make each note understandable on its own
  • Be concrete but concise
  • Aim for about one affinity note per minute of interview

Interpretations:

  • Repeating themes
  • Contradictions or conflicts
  • Key findings
  • Root issues
  • Anything else might be relevant

Good quotes:

  • Unexpected
  • Representative

The secret to intelligence

  • The world is full of information
  • You can’t remember it all
  • By clustering, sorting, finding patterns, and relating things to each other, you can condense information
  • Condensing is understanding
  • Understanding is intelligence

Affinity wall guidelines

At first, make clusters quickly

  • Don’t get too attached to clusters
  • Move notes around as you see new patterns
  • Re-consider clusters

Aim for clusters of 3-7 notes

  • Break up if more than 7 notes
  • Merge if less than 3 notes
  • Not a hard rule

Writing the next-level notes is the crux:

  • Summarize the knowledge in the cluster
  • Summary should be a full sentence and make sense on its own
  • Balance abstraction and precision
  • Think!

Stop creating levels when summaries become uninformative

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