qualitative research paper examples for students

Chapter 1. Introduction

“Science is in danger, and for that reason it is becoming dangerous” -Pierre Bourdieu, Science of Science and Reflexivity

Why an Open Access Textbook on Qualitative Research Methods?

I have been teaching qualitative research methods to both undergraduates and graduate students for many years. Although there are some excellent textbooks out there, they are often costly, and none of them, to my mind, properly introduces qualitative research methods to the beginning student (whether undergraduate or graduate student). In contrast, this open-access textbook is designed as a (free) true introduction to the subject, with helpful, practical pointers on how to conduct research and how to access more advanced instruction.

Textbooks are typically arranged in one of two ways: (1) by technique (each chapter covers one method used in qualitative research); or (2) by process (chapters advance from research design through publication). But both of these approaches are necessary for the beginner student. This textbook will have sections dedicated to the process as well as the techniques of qualitative research. This is a true “comprehensive” book for the beginning student. In addition to covering techniques of data collection and data analysis, it provides a road map of how to get started and how to keep going and where to go for advanced instruction. It covers aspects of research design and research communication as well as methods employed. Along the way, it includes examples from many different disciplines in the social sciences.

The primary goal has been to create a useful, accessible, engaging textbook for use across many disciplines. And, let’s face it. Textbooks can be boring. I hope readers find this to be a little different. I have tried to write in a practical and forthright manner, with many lively examples and references to good and intellectually creative qualitative research. Woven throughout the text are short textual asides (in colored textboxes) by professional (academic) qualitative researchers in various disciplines. These short accounts by practitioners should help inspire students. So, let’s begin!

What is Research?

When we use the word research , what exactly do we mean by that? This is one of those words that everyone thinks they understand, but it is worth beginning this textbook with a short explanation. We use the term to refer to “empirical research,” which is actually a historically specific approach to understanding the world around us. Think about how you know things about the world. [1] You might know your mother loves you because she’s told you she does. Or because that is what “mothers” do by tradition. Or you might know because you’ve looked for evidence that she does, like taking care of you when you are sick or reading to you in bed or working two jobs so you can have the things you need to do OK in life. Maybe it seems churlish to look for evidence; you just take it “on faith” that you are loved.

Only one of the above comes close to what we mean by research. Empirical research is research (investigation) based on evidence. Conclusions can then be drawn from observable data. This observable data can also be “tested” or checked. If the data cannot be tested, that is a good indication that we are not doing research. Note that we can never “prove” conclusively, through observable data, that our mothers love us. We might have some “disconfirming evidence” (that time she didn’t show up to your graduation, for example) that could push you to question an original hypothesis , but no amount of “confirming evidence” will ever allow us to say with 100% certainty, “my mother loves me.” Faith and tradition and authority work differently. Our knowledge can be 100% certain using each of those alternative methods of knowledge, but our certainty in those cases will not be based on facts or evidence.

For many periods of history, those in power have been nervous about “science” because it uses evidence and facts as the primary source of understanding the world, and facts can be at odds with what power or authority or tradition want you to believe. That is why I say that scientific empirical research is a historically specific approach to understand the world. You are in college or university now partly to learn how to engage in this historically specific approach.

In the sixteenth and seventeenth centuries in Europe, there was a newfound respect for empirical research, some of which was seriously challenging to the established church. Using observations and testing them, scientists found that the earth was not at the center of the universe, for example, but rather that it was but one planet of many which circled the sun. [2] For the next two centuries, the science of astronomy, physics, biology, and chemistry emerged and became disciplines taught in universities. All used the scientific method of observation and testing to advance knowledge. Knowledge about people , however, and social institutions, however, was still left to faith, tradition, and authority. Historians and philosophers and poets wrote about the human condition, but none of them used research to do so. [3]

It was not until the nineteenth century that “social science” really emerged, using the scientific method (empirical observation) to understand people and social institutions. New fields of sociology, economics, political science, and anthropology emerged. The first sociologists, people like Auguste Comte and Karl Marx, sought specifically to apply the scientific method of research to understand society, Engels famously claiming that Marx had done for the social world what Darwin did for the natural world, tracings its laws of development. Today we tend to take for granted the naturalness of science here, but it is actually a pretty recent and radical development.

To return to the question, “does your mother love you?” Well, this is actually not really how a researcher would frame the question, as it is too specific to your case. It doesn’t tell us much about the world at large, even if it does tell us something about you and your relationship with your mother. A social science researcher might ask, “do mothers love their children?” Or maybe they would be more interested in how this loving relationship might change over time (e.g., “do mothers love their children more now than they did in the 18th century when so many children died before reaching adulthood?”) or perhaps they might be interested in measuring quality of love across cultures or time periods, or even establishing “what love looks like” using the mother/child relationship as a site of exploration. All of these make good research questions because we can use observable data to answer them.

What is Qualitative Research?

“All we know is how to learn. How to study, how to listen, how to talk, how to tell. If we don’t tell the world, we don’t know the world. We’re lost in it, we die.” -Ursula LeGuin, The Telling

At its simplest, qualitative research is research about the social world that does not use numbers in its analyses. All those who fear statistics can breathe a sigh of relief – there are no mathematical formulae or regression models in this book! But this definition is less about what qualitative research can be and more about what it is not. To be honest, any simple statement will fail to capture the power and depth of qualitative research. One way of contrasting qualitative research to quantitative research is to note that the focus of qualitative research is less about explaining and predicting relationships between variables and more about understanding the social world. To use our mother love example, the question about “what love looks like” is a good question for the qualitative researcher while all questions measuring love or comparing incidences of love (both of which require measurement) are good questions for quantitative researchers. Patton writes,

Qualitative data describe. They take us, as readers, into the time and place of the observation so that we know what it was like to have been there. They capture and communicate someone else’s experience of the world in his or her own words. Qualitative data tell a story. ( Patton 2002:47 )

Qualitative researchers are asking different questions about the world than their quantitative colleagues. Even when researchers are employed in “mixed methods” research ( both quantitative and qualitative), they are using different methods to address different questions of the study. I do a lot of research about first-generation and working-college college students. Where a quantitative researcher might ask, how many first-generation college students graduate from college within four years? Or does first-generation college status predict high student debt loads? A qualitative researcher might ask, how does the college experience differ for first-generation college students? What is it like to carry a lot of debt, and how does this impact the ability to complete college on time? Both sets of questions are important, but they can only be answered using specific tools tailored to those questions. For the former, you need large numbers to make adequate comparisons. For the latter, you need to talk to people, find out what they are thinking and feeling, and try to inhabit their shoes for a little while so you can make sense of their experiences and beliefs.

Examples of Qualitative Research

You have probably seen examples of qualitative research before, but you might not have paid particular attention to how they were produced or realized that the accounts you were reading were the result of hours, months, even years of research “in the field.” A good qualitative researcher will present the product of their hours of work in such a way that it seems natural, even obvious, to the reader. Because we are trying to convey what it is like answers, qualitative research is often presented as stories – stories about how people live their lives, go to work, raise their children, interact with one another. In some ways, this can seem like reading particularly insightful novels. But, unlike novels, there are very specific rules and guidelines that qualitative researchers follow to ensure that the “story” they are telling is accurate , a truthful rendition of what life is like for the people being studied. Most of this textbook will be spent conveying those rules and guidelines. Let’s take a look, first, however, at three examples of what the end product looks like. I have chosen these three examples to showcase very different approaches to qualitative research, and I will return to these five examples throughout the book. They were all published as whole books (not chapters or articles), and they are worth the long read, if you have the time. I will also provide some information on how these books came to be and the length of time it takes to get them into book version. It is important you know about this process, and the rest of this textbook will help explain why it takes so long to conduct good qualitative research!

Example 1 : The End Game (ethnography + interviews)

Corey Abramson is a sociologist who teaches at the University of Arizona. In 2015 he published The End Game: How Inequality Shapes our Final Years ( 2015 ). This book was based on the research he did for his dissertation at the University of California-Berkeley in 2012. Actually, the dissertation was completed in 2012 but the work that was produced that took several years. The dissertation was entitled, “This is How We Live, This is How We Die: Social Stratification, Aging, and Health in Urban America” ( 2012 ). You can see how the book version, which was written for a more general audience, has a more engaging sound to it, but that the dissertation version, which is what academic faculty read and evaluate, has a more descriptive title. You can read the title and know that this is a study about aging and health and that the focus is going to be inequality and that the context (place) is going to be “urban America.” It’s a study about “how” people do something – in this case, how they deal with aging and death. This is the very first sentence of the dissertation, “From our first breath in the hospital to the day we die, we live in a society characterized by unequal opportunities for maintaining health and taking care of ourselves when ill. These disparities reflect persistent racial, socio-economic, and gender-based inequalities and contribute to their persistence over time” ( 1 ). What follows is a truthful account of how that is so.

Cory Abramson spent three years conducting his research in four different urban neighborhoods. We call the type of research he conducted “comparative ethnographic” because he designed his study to compare groups of seniors as they went about their everyday business. It’s comparative because he is comparing different groups (based on race, class, gender) and ethnographic because he is studying the culture/way of life of a group. [4] He had an educated guess, rooted in what previous research had shown and what social theory would suggest, that people’s experiences of aging differ by race, class, and gender. So, he set up a research design that would allow him to observe differences. He chose two primarily middle-class (one was racially diverse and the other was predominantly White) and two primarily poor neighborhoods (one was racially diverse and the other was predominantly African American). He hung out in senior centers and other places seniors congregated, watched them as they took the bus to get prescriptions filled, sat in doctor’s offices with them, and listened to their conversations with each other. He also conducted more formal conversations, what we call in-depth interviews, with sixty seniors from each of the four neighborhoods. As with a lot of fieldwork , as he got closer to the people involved, he both expanded and deepened his reach –

By the end of the project, I expanded my pool of general observations to include various settings frequented by seniors: apartment building common rooms, doctors’ offices, emergency rooms, pharmacies, senior centers, bars, parks, corner stores, shopping centers, pool halls, hair salons, coffee shops, and discount stores. Over the course of the three years of fieldwork, I observed hundreds of elders, and developed close relationships with a number of them. ( 2012:10 )

When Abramson rewrote the dissertation for a general audience and published his book in 2015, it got a lot of attention. It is a beautifully written book and it provided insight into a common human experience that we surprisingly know very little about. It won the Outstanding Publication Award by the American Sociological Association Section on Aging and the Life Course and was featured in the New York Times . The book was about aging, and specifically how inequality shapes the aging process, but it was also about much more than that. It helped show how inequality affects people’s everyday lives. For example, by observing the difficulties the poor had in setting up appointments and getting to them using public transportation and then being made to wait to see a doctor, sometimes in standing-room-only situations, when they are unwell, and then being treated dismissively by hospital staff, Abramson allowed readers to feel the material reality of being poor in the US. Comparing these examples with seniors with adequate supplemental insurance who have the resources to hire car services or have others assist them in arranging care when they need it, jolts the reader to understand and appreciate the difference money makes in the lives and circumstances of us all, and in a way that is different than simply reading a statistic (“80% of the poor do not keep regular doctor’s appointments”) does. Qualitative research can reach into spaces and places that often go unexamined and then reports back to the rest of us what it is like in those spaces and places.

Example 2: Racing for Innocence (Interviews + Content Analysis + Fictional Stories)

Jennifer Pierce is a Professor of American Studies at the University of Minnesota. Trained as a sociologist, she has written a number of books about gender, race, and power. Her very first book, Gender Trials: Emotional Lives in Contemporary Law Firms, published in 1995, is a brilliant look at gender dynamics within two law firms. Pierce was a participant observer, working as a paralegal, and she observed how female lawyers and female paralegals struggled to obtain parity with their male colleagues.

Fifteen years later, she reexamined the context of the law firm to include an examination of racial dynamics, particularly how elite white men working in these spaces created and maintained a culture that made it difficult for both female attorneys and attorneys of color to thrive. Her book, Racing for Innocence: Whiteness, Gender, and the Backlash Against Affirmative Action , published in 2012, is an interesting and creative blending of interviews with attorneys, content analyses of popular films during this period, and fictional accounts of racial discrimination and sexual harassment. The law firm she chose to study had come under an affirmative action order and was in the process of implementing equitable policies and programs. She wanted to understand how recipients of white privilege (the elite white male attorneys) come to deny the role they play in reproducing inequality. Through interviews with attorneys who were present both before and during the affirmative action order, she creates a historical record of the “bad behavior” that necessitated new policies and procedures, but also, and more importantly , probed the participants ’ understanding of this behavior. It should come as no surprise that most (but not all) of the white male attorneys saw little need for change, and that almost everyone else had accounts that were different if not sometimes downright harrowing.

I’ve used Pierce’s book in my qualitative research methods courses as an example of an interesting blend of techniques and presentation styles. My students often have a very difficult time with the fictional accounts she includes. But they serve an important communicative purpose here. They are her attempts at presenting “both sides” to an objective reality – something happens (Pierce writes this something so it is very clear what it is), and the two participants to the thing that happened have very different understandings of what this means. By including these stories, Pierce presents one of her key findings – people remember things differently and these different memories tend to support their own ideological positions. I wonder what Pierce would have written had she studied the murder of George Floyd or the storming of the US Capitol on January 6 or any number of other historic events whose observers and participants record very different happenings.

This is not to say that qualitative researchers write fictional accounts. In fact, the use of fiction in our work remains controversial. When used, it must be clearly identified as a presentation device, as Pierce did. I include Racing for Innocence here as an example of the multiple uses of methods and techniques and the way that these work together to produce better understandings by us, the readers, of what Pierce studied. We readers come away with a better grasp of how and why advantaged people understate their own involvement in situations and structures that advantage them. This is normal human behavior , in other words. This case may have been about elite white men in law firms, but the general insights here can be transposed to other settings. Indeed, Pierce argues that more research needs to be done about the role elites play in the reproduction of inequality in the workplace in general.

Example 3: Amplified Advantage (Mixed Methods: Survey Interviews + Focus Groups + Archives)

The final example comes from my own work with college students, particularly the ways in which class background affects the experience of college and outcomes for graduates. I include it here as an example of mixed methods, and for the use of supplementary archival research. I’ve done a lot of research over the years on first-generation, low-income, and working-class college students. I am curious (and skeptical) about the possibility of social mobility today, particularly with the rising cost of college and growing inequality in general. As one of the few people in my family to go to college, I didn’t grow up with a lot of examples of what college was like or how to make the most of it. And when I entered graduate school, I realized with dismay that there were very few people like me there. I worried about becoming too different from my family and friends back home. And I wasn’t at all sure that I would ever be able to pay back the huge load of debt I was taking on. And so I wrote my dissertation and first two books about working-class college students. These books focused on experiences in college and the difficulties of navigating between family and school ( Hurst 2010a, 2012 ). But even after all that research, I kept coming back to wondering if working-class students who made it through college had an equal chance at finding good jobs and happy lives,

What happens to students after college? Do working-class students fare as well as their peers? I knew from my own experience that barriers continued through graduate school and beyond, and that my debtload was higher than that of my peers, constraining some of the choices I made when I graduated. To answer these questions, I designed a study of students attending small liberal arts colleges, the type of college that tried to equalize the experience of students by requiring all students to live on campus and offering small classes with lots of interaction with faculty. These private colleges tend to have more money and resources so they can provide financial aid to low-income students. They also attract some very wealthy students. Because they enroll students across the class spectrum, I would be able to draw comparisons. I ended up spending about four years collecting data, both a survey of more than 2000 students (which formed the basis for quantitative analyses) and qualitative data collection (interviews, focus groups, archival research, and participant observation). This is what we call a “mixed methods” approach because we use both quantitative and qualitative data. The survey gave me a large enough number of students that I could make comparisons of the how many kind, and to be able to say with some authority that there were in fact significant differences in experience and outcome by class (e.g., wealthier students earned more money and had little debt; working-class students often found jobs that were not in their chosen careers and were very affected by debt, upper-middle-class students were more likely to go to graduate school). But the survey analyses could not explain why these differences existed. For that, I needed to talk to people and ask them about their motivations and aspirations. I needed to understand their perceptions of the world, and it is very hard to do this through a survey.

By interviewing students and recent graduates, I was able to discern particular patterns and pathways through college and beyond. Specifically, I identified three versions of gameplay. Upper-middle-class students, whose parents were themselves professionals (academics, lawyers, managers of non-profits), saw college as the first stage of their education and took classes and declared majors that would prepare them for graduate school. They also spent a lot of time building their resumes, taking advantage of opportunities to help professors with their research, or study abroad. This helped them gain admission to highly-ranked graduate schools and interesting jobs in the public sector. In contrast, upper-class students, whose parents were wealthy and more likely to be engaged in business (as CEOs or other high-level directors), prioritized building social capital. They did this by joining fraternities and sororities and playing club sports. This helped them when they graduated as they called on friends and parents of friends to find them well-paying jobs. Finally, low-income, first-generation, and working-class students were often adrift. They took the classes that were recommended to them but without the knowledge of how to connect them to life beyond college. They spent time working and studying rather than partying or building their resumes. All three sets of students thought they were “doing college” the right way, the way that one was supposed to do college. But these three versions of gameplay led to distinct outcomes that advantaged some students over others. I titled my work “Amplified Advantage” to highlight this process.

These three examples, Cory Abramson’s The End Game , Jennifer Peirce’s Racing for Innocence, and my own Amplified Advantage, demonstrate the range of approaches and tools available to the qualitative researcher. They also help explain why qualitative research is so important. Numbers can tell us some things about the world, but they cannot get at the hearts and minds, motivations and beliefs of the people who make up the social worlds we inhabit. For that, we need tools that allow us to listen and make sense of what people tell us and show us. That is what good qualitative research offers us.

How Is This Book Organized?

This textbook is organized as a comprehensive introduction to the use of qualitative research methods. The first half covers general topics (e.g., approaches to qualitative research, ethics) and research design (necessary steps for building a successful qualitative research study). The second half reviews various data collection and data analysis techniques. Of course, building a successful qualitative research study requires some knowledge of data collection and data analysis so the chapters in the first half and the chapters in the second half should be read in conversation with each other. That said, each chapter can be read on its own for assistance with a particular narrow topic. In addition to the chapters, a helpful glossary can be found in the back of the book. Rummage around in the text as needed.

Chapter Descriptions

Chapter 2 provides an overview of the Research Design Process. How does one begin a study? What is an appropriate research question? How is the study to be done – with what methods ? Involving what people and sites? Although qualitative research studies can and often do change and develop over the course of data collection, it is important to have a good idea of what the aims and goals of your study are at the outset and a good plan of how to achieve those aims and goals. Chapter 2 provides a road map of the process.

Chapter 3 describes and explains various ways of knowing the (social) world. What is it possible for us to know about how other people think or why they behave the way they do? What does it mean to say something is a “fact” or that it is “well-known” and understood? Qualitative researchers are particularly interested in these questions because of the types of research questions we are interested in answering (the how questions rather than the how many questions of quantitative research). Qualitative researchers have adopted various epistemological approaches. Chapter 3 will explore these approaches, highlighting interpretivist approaches that acknowledge the subjective aspect of reality – in other words, reality and knowledge are not objective but rather influenced by (interpreted through) people.

Chapter 4 focuses on the practical matter of developing a research question and finding the right approach to data collection. In any given study (think of Cory Abramson’s study of aging, for example), there may be years of collected data, thousands of observations , hundreds of pages of notes to read and review and make sense of. If all you had was a general interest area (“aging”), it would be very difficult, nearly impossible, to make sense of all of that data. The research question provides a helpful lens to refine and clarify (and simplify) everything you find and collect. For that reason, it is important to pull out that lens (articulate the research question) before you get started. In the case of the aging study, Cory Abramson was interested in how inequalities affected understandings and responses to aging. It is for this reason he designed a study that would allow him to compare different groups of seniors (some middle-class, some poor). Inevitably, he saw much more in the three years in the field than what made it into his book (or dissertation), but he was able to narrow down the complexity of the social world to provide us with this rich account linked to the original research question. Developing a good research question is thus crucial to effective design and a successful outcome. Chapter 4 will provide pointers on how to do this. Chapter 4 also provides an overview of general approaches taken to doing qualitative research and various “traditions of inquiry.”

Chapter 5 explores sampling . After you have developed a research question and have a general idea of how you will collect data (Observations? Interviews?), how do you go about actually finding people and sites to study? Although there is no “correct number” of people to interview , the sample should follow the research question and research design. Unlike quantitative research, qualitative research involves nonprobability sampling. Chapter 5 explains why this is so and what qualities instead make a good sample for qualitative research.

Chapter 6 addresses the importance of reflexivity in qualitative research. Related to epistemological issues of how we know anything about the social world, qualitative researchers understand that we the researchers can never be truly neutral or outside the study we are conducting. As observers, we see things that make sense to us and may entirely miss what is either too obvious to note or too different to comprehend. As interviewers, as much as we would like to ask questions neutrally and remain in the background, interviews are a form of conversation, and the persons we interview are responding to us . Therefore, it is important to reflect upon our social positions and the knowledges and expectations we bring to our work and to work through any blind spots that we may have. Chapter 6 provides some examples of reflexivity in practice and exercises for thinking through one’s own biases.

Chapter 7 is a very important chapter and should not be overlooked. As a practical matter, it should also be read closely with chapters 6 and 8. Because qualitative researchers deal with people and the social world, it is imperative they develop and adhere to a strong ethical code for conducting research in a way that does not harm. There are legal requirements and guidelines for doing so (see chapter 8), but these requirements should not be considered synonymous with the ethical code required of us. Each researcher must constantly interrogate every aspect of their research, from research question to design to sample through analysis and presentation, to ensure that a minimum of harm (ideally, zero harm) is caused. Because each research project is unique, the standards of care for each study are unique. Part of being a professional researcher is carrying this code in one’s heart, being constantly attentive to what is required under particular circumstances. Chapter 7 provides various research scenarios and asks readers to weigh in on the suitability and appropriateness of the research. If done in a class setting, it will become obvious fairly quickly that there are often no absolutely correct answers, as different people find different aspects of the scenarios of greatest importance. Minimizing the harm in one area may require possible harm in another. Being attentive to all the ethical aspects of one’s research and making the best judgments one can, clearly and consciously, is an integral part of being a good researcher.

Chapter 8 , best to be read in conjunction with chapter 7, explains the role and importance of Institutional Review Boards (IRBs) . Under federal guidelines, an IRB is an appropriately constituted group that has been formally designated to review and monitor research involving human subjects . Every institution that receives funding from the federal government has an IRB. IRBs have the authority to approve, require modifications to (to secure approval), or disapprove research. This group review serves an important role in the protection of the rights and welfare of human research subjects. Chapter 8 reviews the history of IRBs and the work they do but also argues that IRBs’ review of qualitative research is often both over-inclusive and under-inclusive. Some aspects of qualitative research are not well understood by IRBs, given that they were developed to prevent abuses in biomedical research. Thus, it is important not to rely on IRBs to identify all the potential ethical issues that emerge in our research (see chapter 7).

Chapter 9 provides help for getting started on formulating a research question based on gaps in the pre-existing literature. Research is conducted as part of a community, even if particular studies are done by single individuals (or small teams). What any of us finds and reports back becomes part of a much larger body of knowledge. Thus, it is important that we look at the larger body of knowledge before we actually start our bit to see how we can best contribute. When I first began interviewing working-class college students, there was only one other similar study I could find, and it hadn’t been published (it was a dissertation of students from poor backgrounds). But there had been a lot published by professors who had grown up working class and made it through college despite the odds. These accounts by “working-class academics” became an important inspiration for my study and helped me frame the questions I asked the students I interviewed. Chapter 9 will provide some pointers on how to search for relevant literature and how to use this to refine your research question.

Chapter 10 serves as a bridge between the two parts of the textbook, by introducing techniques of data collection. Qualitative research is often characterized by the form of data collection – for example, an ethnographic study is one that employs primarily observational data collection for the purpose of documenting and presenting a particular culture or ethnos. Techniques can be effectively combined, depending on the research question and the aims and goals of the study. Chapter 10 provides a general overview of all the various techniques and how they can be combined.

The second part of the textbook moves into the doing part of qualitative research once the research question has been articulated and the study designed. Chapters 11 through 17 cover various data collection techniques and approaches. Chapters 18 and 19 provide a very simple overview of basic data analysis. Chapter 20 covers communication of the data to various audiences, and in various formats.

Chapter 11 begins our overview of data collection techniques with a focus on interviewing , the true heart of qualitative research. This technique can serve as the primary and exclusive form of data collection, or it can be used to supplement other forms (observation, archival). An interview is distinct from a survey, where questions are asked in a specific order and often with a range of predetermined responses available. Interviews can be conversational and unstructured or, more conventionally, semistructured , where a general set of interview questions “guides” the conversation. Chapter 11 covers the basics of interviews: how to create interview guides, how many people to interview, where to conduct the interview, what to watch out for (how to prepare against things going wrong), and how to get the most out of your interviews.

Chapter 12 covers an important variant of interviewing, the focus group. Focus groups are semistructured interviews with a group of people moderated by a facilitator (the researcher or researcher’s assistant). Focus groups explicitly use group interaction to assist in the data collection. They are best used to collect data on a specific topic that is non-personal and shared among the group. For example, asking a group of college students about a common experience such as taking classes by remote delivery during the pandemic year of 2020. Chapter 12 covers the basics of focus groups: when to use them, how to create interview guides for them, and how to run them effectively.

Chapter 13 moves away from interviewing to the second major form of data collection unique to qualitative researchers – observation . Qualitative research that employs observation can best be understood as falling on a continuum of “fly on the wall” observation (e.g., observing how strangers interact in a doctor’s waiting room) to “participant” observation, where the researcher is also an active participant of the activity being observed. For example, an activist in the Black Lives Matter movement might want to study the movement, using her inside position to gain access to observe key meetings and interactions. Chapter 13 covers the basics of participant observation studies: advantages and disadvantages, gaining access, ethical concerns related to insider/outsider status and entanglement, and recording techniques.

Chapter 14 takes a closer look at “deep ethnography” – immersion in the field of a particularly long duration for the purpose of gaining a deeper understanding and appreciation of a particular culture or social world. Clifford Geertz called this “deep hanging out.” Whereas participant observation is often combined with semistructured interview techniques, deep ethnography’s commitment to “living the life” or experiencing the situation as it really is demands more conversational and natural interactions with people. These interactions and conversations may take place over months or even years. As can be expected, there are some costs to this technique, as well as some very large rewards when done competently. Chapter 14 provides some examples of deep ethnographies that will inspire some beginning researchers and intimidate others.

Chapter 15 moves in the opposite direction of deep ethnography, a technique that is the least positivist of all those discussed here, to mixed methods , a set of techniques that is arguably the most positivist . A mixed methods approach combines both qualitative data collection and quantitative data collection, commonly by combining a survey that is analyzed statistically (e.g., cross-tabs or regression analyses of large number probability samples) with semi-structured interviews. Although it is somewhat unconventional to discuss mixed methods in textbooks on qualitative research, I think it is important to recognize this often-employed approach here. There are several advantages and some disadvantages to taking this route. Chapter 16 will describe those advantages and disadvantages and provide some particular guidance on how to design a mixed methods study for maximum effectiveness.

Chapter 16 covers data collection that does not involve live human subjects at all – archival and historical research (chapter 17 will also cover data that does not involve interacting with human subjects). Sometimes people are unavailable to us, either because they do not wish to be interviewed or observed (as is the case with many “elites”) or because they are too far away, in both place and time. Fortunately, humans leave many traces and we can often answer questions we have by examining those traces. Special collections and archives can be goldmines for social science research. This chapter will explain how to access these places, for what purposes, and how to begin to make sense of what you find.

Chapter 17 covers another data collection area that does not involve face-to-face interaction with humans: content analysis . Although content analysis may be understood more properly as a data analysis technique, the term is often used for the entire approach, which will be the case here. Content analysis involves interpreting meaning from a body of text. This body of text might be something found in historical records (see chapter 16) or something collected by the researcher, as in the case of comment posts on a popular blog post. I once used the stories told by student loan debtors on the website studentloanjustice.org as the content I analyzed. Content analysis is particularly useful when attempting to define and understand prevalent stories or communication about a topic of interest. In other words, when we are less interested in what particular people (our defined sample) are doing or believing and more interested in what general narratives exist about a particular topic or issue. This chapter will explore different approaches to content analysis and provide helpful tips on how to collect data, how to turn that data into codes for analysis, and how to go about presenting what is found through analysis.

Where chapter 17 has pushed us towards data analysis, chapters 18 and 19 are all about what to do with the data collected, whether that data be in the form of interview transcripts or fieldnotes from observations. Chapter 18 introduces the basics of coding , the iterative process of assigning meaning to the data in order to both simplify and identify patterns. What is a code and how does it work? What are the different ways of coding data, and when should you use them? What is a codebook, and why do you need one? What does the process of data analysis look like?

Chapter 19 goes further into detail on codes and how to use them, particularly the later stages of coding in which our codes are refined, simplified, combined, and organized. These later rounds of coding are essential to getting the most out of the data we’ve collected. As students are often overwhelmed with the amount of data (a corpus of interview transcripts typically runs into the hundreds of pages; fieldnotes can easily top that), this chapter will also address time management and provide suggestions for dealing with chaos and reminders that feeling overwhelmed at the analysis stage is part of the process. By the end of the chapter, you should understand how “findings” are actually found.

The book concludes with a chapter dedicated to the effective presentation of data results. Chapter 20 covers the many ways that researchers communicate their studies to various audiences (academic, personal, political), what elements must be included in these various publications, and the hallmarks of excellent qualitative research that various audiences will be expecting. Because qualitative researchers are motivated by understanding and conveying meaning , effective communication is not only an essential skill but a fundamental facet of the entire research project. Ethnographers must be able to convey a certain sense of verisimilitude , the appearance of true reality. Those employing interviews must faithfully depict the key meanings of the people they interviewed in a way that rings true to those people, even if the end result surprises them. And all researchers must strive for clarity in their publications so that various audiences can understand what was found and why it is important.

The book concludes with a short chapter ( chapter 21 ) discussing the value of qualitative research. At the very end of this book, you will find a glossary of terms. I recommend you make frequent use of the glossary and add to each entry as you find examples. Although the entries are meant to be simple and clear, you may also want to paraphrase the definition—make it “make sense” to you, in other words. In addition to the standard reference list (all works cited here), you will find various recommendations for further reading at the end of many chapters. Some of these recommendations will be examples of excellent qualitative research, indicated with an asterisk (*) at the end of the entry. As they say, a picture is worth a thousand words. A good example of qualitative research can teach you more about conducting research than any textbook can (this one included). I highly recommend you select one to three examples from these lists and read them along with the textbook.

A final note on the choice of examples – you will note that many of the examples used in the text come from research on college students. This is for two reasons. First, as most of my research falls in this area, I am most familiar with this literature and have contacts with those who do research here and can call upon them to share their stories with you. Second, and more importantly, my hope is that this textbook reaches a wide audience of beginning researchers who study widely and deeply across the range of what can be known about the social world (from marine resources management to public policy to nursing to political science to sexuality studies and beyond). It is sometimes difficult to find examples that speak to all those research interests, however. A focus on college students is something that all readers can understand and, hopefully, appreciate, as we are all now or have been at some point a college student.

Patton’s Ten Suggestions for Doing Qualitative Research

The following ten suggestions were made by Michael Quinn Patton in his massive textbooks Qualitative Research and Evaluations Methods . This book is highly recommended for those of you who want more than an introduction to qualitative methods. It is the book I relied on heavily when I was a graduate student, although it is much easier to “dip into” when necessary than to read through as a whole. Patton is asked for “just one bit of advice” for a graduate student considering using qualitative research methods for their dissertation. Here are his top ten responses, in short form, heavily paraphrased, and with additional comments and emphases from me:

Make sure that a qualitative approach fits the research question. The following are the kinds of questions that call out for qualitative methods or where qualitative methods are particularly appropriate: questions about people’s experiences or how they make sense of those experiences; studying a person in their natural environment; researching a phenomenon so unknown that it would be impossible to study it with standardized instruments or other forms of quantitative data collection.
Study qualitative research by going to the original sources for the design and analysis appropriate to the particular approach you want to take (e.g., read Glaser and Straus if you are using grounded theory )
Find a dissertation adviser who understands or at least who will support your use of qualitative research methods. You are asking for trouble if your entire committee is populated by quantitative researchers, even if they are all very knowledgeable about the subject or focus of your study (maybe even more so if they are!)
Really work on design. Doing qualitative research effectively takes a lot of planning. Even if things are more flexible than in quantitative research, a good design is absolutely essential when starting out.
Practice data collection techniques, particularly interviewing and observing. There is definitely a set of learned skills here! Do not expect your first interview to be perfect. You will continue to grow as a researcher the more interviews you conduct, and you will probably come to understand yourself a bit more in the process, too. This is not easy, despite what others who don’t work with qualitative methods may assume (and tell you!)
Have a plan for analysis before you begin data collection. This is often a requirement in IRB protocols , although you can get away with writing something fairly simple. And even if you are taking an approach, such as grounded theory, that pushes you to remain fairly open-minded during the data collection process, you still want to know what you will be doing with all the data collected – creating a codebook? Writing analytical memos? Comparing cases? Having a plan in hand will also help prevent you from collecting too much extraneous data.
Be prepared to confront controversies both within the qualitative research community and between qualitative research and quantitative research. Don’t be naïve about this – qualitative research, particularly some approaches, will be derided by many more “positivist” researchers and audiences. For example, is an “n” of 1 really sufficient? Yes! But not everyone will agree.
Do not make the mistake of using qualitative research methods because someone told you it was easier, or because you are intimidated by the math required of statistical analyses. Qualitative research is difficult in its own way (and many would claim much more time-consuming than quantitative research). Do it because you are convinced it is right for your goals, aims, and research questions.
Find a good support network. This could be a research mentor, or it could be a group of friends or colleagues who are also using qualitative research, or it could be just someone who will listen to you work through all of the issues you will confront out in the field and during the writing process. Even though qualitative research often involves human subjects, it can be pretty lonely. A lot of times you will feel like you are working without a net. You have to create one for yourself. Take care of yourself.
And, finally, in the words of Patton, “Prepare to be changed. Looking deeply at other people’s lives will force you to look deeply at yourself.”
We will actually spend an entire chapter ( chapter 3 ) looking at this question in much more detail! ↵
Note that this might have been news to Europeans at the time, but many other societies around the world had also come to this conclusion through observation. There is often a tendency to equate “the scientific revolution” with the European world in which it took place, but this is somewhat misleading. ↵
Historians are a special case here. Historians have scrupulously and rigorously investigated the social world, but not for the purpose of understanding general laws about how things work, which is the point of scientific empirical research. History is often referred to as an idiographic field of study, meaning that it studies things that happened or are happening in themselves and not for general observations or conclusions. ↵
Don’t worry, we’ll spend more time later in this book unpacking the meaning of ethnography and other terms that are important here. Note the available glossary ↵

An approach to research that is “multimethod in focus, involving an interpretative, naturalistic approach to its subject matter. This means that qualitative researchers study things in their natural settings, attempting to make sense of, or interpret, phenomena in terms of the meanings people bring to them. Qualitative research involves the studied use and collection of a variety of empirical materials – case study, personal experience, introspective, life story, interview, observational, historical, interactional, and visual texts – that describe routine and problematic moments and meanings in individuals’ lives." ( Denzin and Lincoln 2005:2 ). Contrast with quantitative research .

In contrast to methodology, methods are more simply the practices and tools used to collect and analyze data. Examples of common methods in qualitative research are interviews , observations , and documentary analysis . One’s methodology should connect to one’s choice of methods, of course, but they are distinguishable terms. See also methodology .

A proposed explanation for an observation, phenomenon, or scientific problem that can be tested by further investigation. The positing of a hypothesis is often the first step in quantitative research but not in qualitative research. Even when qualitative researchers offer possible explanations in advance of conducting research, they will tend to not use the word “hypothesis” as it conjures up the kind of positivist research they are not conducting.

The foundational question to be addressed by the research study. This will form the anchor of the research design, collection, and analysis. Note that in qualitative research, the research question may, and probably will, alter or develop during the course of the research.

An approach to research that collects and analyzes numerical data for the purpose of finding patterns and averages, making predictions, testing causal relationships, and generalizing results to wider populations. Contrast with qualitative research .

Data collection that takes place in real-world settings, referred to as “the field;” a key component of much Grounded Theory and ethnographic research. Patton ( 2002 ) calls fieldwork “the central activity of qualitative inquiry” where “‘going into the field’ means having direct and personal contact with people under study in their own environments – getting close to people and situations being studied to personally understand the realities of minutiae of daily life” (48).

The people who are the subjects of a qualitative study. In interview-based studies, they may be the respondents to the interviewer; for purposes of IRBs, they are often referred to as the human subjects of the research.

The branch of philosophy concerned with knowledge. For researchers, it is important to recognize and adopt one of the many distinguishing epistemological perspectives as part of our understanding of what questions research can address or fully answer. See, e.g., constructivism , subjectivism, and objectivism .

An approach that refutes the possibility of neutrality in social science research. All research is “guided by a set of beliefs and feelings about the world and how it should be understood and studied” (Denzin and Lincoln 2005: 13). In contrast to positivism , interpretivism recognizes the social constructedness of reality, and researchers adopting this approach focus on capturing interpretations and understandings people have about the world rather than “the world” as it is (which is a chimera).

The cluster of data-collection tools and techniques that involve observing interactions between people, the behaviors, and practices of individuals (sometimes in contrast to what they say about how they act and behave), and cultures in context. Observational methods are the key tools employed by ethnographers and Grounded Theory .

Research based on data collected and analyzed by the research (in contrast to secondary “library” research).

The process of selecting people or other units of analysis to represent a larger population. In quantitative research, this representation is taken quite literally, as statistically representative. In qualitative research, in contrast, sample selection is often made based on potential to generate insight about a particular topic or phenomenon.

A method of data collection in which the researcher asks the participant questions; the answers to these questions are often recorded and transcribed verbatim. There are many different kinds of interviews - see also semistructured interview , structured interview , and unstructured interview .

The specific group of individuals that you will collect data from. Contrast population.

The practice of being conscious of and reflective upon one’s own social location and presence when conducting research. Because qualitative research often requires interaction with live humans, failing to take into account how one’s presence and prior expectations and social location affect the data collected and how analyzed may limit the reliability of the findings. This remains true even when dealing with historical archives and other content. Who we are matters when asking questions about how people experience the world because we, too, are a part of that world.

The science and practice of right conduct; in research, it is also the delineation of moral obligations towards research participants, communities to which we belong, and communities in which we conduct our research.

An administrative body established to protect the rights and welfare of human research subjects recruited to participate in research activities conducted under the auspices of the institution with which it is affiliated. The IRB is charged with the responsibility of reviewing all research involving human participants. The IRB is concerned with protecting the welfare, rights, and privacy of human subjects. The IRB has the authority to approve, disapprove, monitor, and require modifications in all research activities that fall within its jurisdiction as specified by both the federal regulations and institutional policy.

Research, according to US federal guidelines, that involves “a living individual about whom an investigator (whether professional or student) conducting research: (1) Obtains information or biospecimens through intervention or interaction with the individual, and uses, studies, or analyzes the information or biospecimens; or (2) Obtains, uses, studies, analyzes, or generates identifiable private information or identifiable biospecimens.”

One of the primary methodological traditions of inquiry in qualitative research, ethnography is the study of a group or group culture, largely through observational fieldwork supplemented by interviews. It is a form of fieldwork that may include participant-observation data collection. See chapter 14 for a discussion of deep ethnography.

A form of interview that follows a standard guide of questions asked, although the order of the questions may change to match the particular needs of each individual interview subject, and probing “follow-up” questions are often added during the course of the interview. The semi-structured interview is the primary form of interviewing used by qualitative researchers in the social sciences. It is sometimes referred to as an “in-depth” interview. See also interview and interview guide .

A method of observational data collection taking place in a natural setting; a form of fieldwork . The term encompasses a continuum of relative participation by the researcher (from full participant to “fly-on-the-wall” observer). This is also sometimes referred to as ethnography , although the latter is characterized by a greater focus on the culture under observation.

A research design that employs both quantitative and qualitative methods, as in the case of a survey supplemented by interviews.

An epistemological perspective that posits the existence of reality through sensory experience similar to empiricism but goes further in denying any non-sensory basis of thought or consciousness. In the social sciences, the term has roots in the proto-sociologist August Comte, who believed he could discern “laws” of society similar to the laws of natural science (e.g., gravity). The term has come to mean the kinds of measurable and verifiable science conducted by quantitative researchers and is thus used pejoratively by some qualitative researchers interested in interpretation, consciousness, and human understanding. Calling someone a “positivist” is often intended as an insult. See also empiricism and objectivism.

A place or collection containing records, documents, or other materials of historical interest; most universities have an archive of material related to the university’s history, as well as other “special collections” that may be of interest to members of the community.

A method of both data collection and data analysis in which a given content (textual, visual, graphic) is examined systematically and rigorously to identify meanings, themes, patterns and assumptions. Qualitative content analysis (QCA) is concerned with gathering and interpreting an existing body of material.

A word or short phrase that symbolically assigns a summative, salient, essence-capturing, and/or evocative attribute for a portion of language-based or visual data (Saldaña 2021:5).

Usually a verbatim written record of an interview or focus group discussion.

The primary form of data for fieldwork , participant observation , and ethnography . These notes, taken by the researcher either during the course of fieldwork or at day’s end, should include as many details as possible on what was observed and what was said. They should include clear identifiers of date, time, setting, and names (or identifying characteristics) of participants.

The process of labeling and organizing qualitative data to identify different themes and the relationships between them; a way of simplifying data to allow better management and retrieval of key themes and illustrative passages. See coding frame and codebook.

A methodological tradition of inquiry and approach to analyzing qualitative data in which theories emerge from a rigorous and systematic process of induction. This approach was pioneered by the sociologists Glaser and Strauss (1967). The elements of theory generated from comparative analysis of data are, first, conceptual categories and their properties and, second, hypotheses or generalized relations among the categories and their properties – “The constant comparing of many groups draws the [researcher’s] attention to their many similarities and differences. Considering these leads [the researcher] to generate abstract categories and their properties, which, since they emerge from the data, will clearly be important to a theory explaining the kind of behavior under observation.” (36).

A detailed description of any proposed research that involves human subjects for review by IRB. The protocol serves as the recipe for the conduct of the research activity. It includes the scientific rationale to justify the conduct of the study, the information necessary to conduct the study, the plan for managing and analyzing the data, and a discussion of the research ethical issues relevant to the research. Protocols for qualitative research often include interview guides, all documents related to recruitment, informed consent forms, very clear guidelines on the safekeeping of materials collected, and plans for de-identifying transcripts or other data that include personal identifying information.

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Quantitative Methods
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Limitations of the Study
Common Grammar Mistakes
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Footnotes or Endnotes?
Further Readings
Generative AI and Writing
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Bibliography

The word qualitative implies an emphasis on the qualities of entities and on processes and meanings that are not experimentally examined or measured [if measured at all] in terms of quantity, amount, intensity, or frequency. Qualitative researchers stress the socially constructed nature of reality, the intimate relationship between the researcher and what is studied, and the situational constraints that shape inquiry. Such researchers emphasize the value-laden nature of inquiry. They seek answers to questions that stress how social experience is created and given meaning. In contrast, quantitative studies emphasize the measurement and analysis of causal relationships between variables, not processes. Qualitative forms of inquiry are considered by many social and behavioral scientists to be as much a perspective on how to approach investigating a research problem as it is a method.

Denzin, Norman. K. and Yvonna S. Lincoln. “Introduction: The Discipline and Practice of Qualitative Research.” In The Sage Handbook of Qualitative Research . Norman. K. Denzin and Yvonna S. Lincoln, eds. 3 rd edition. (Thousand Oaks, CA: Sage, 2005), p. 10.

Characteristics of Qualitative Research

Below are the three key elements that define a qualitative research study and the applied forms each take in the investigation of a research problem.

Naturalistic -- refers to studying real-world situations as they unfold naturally; non-manipulative and non-controlling; the researcher is open to whatever emerges [i.e., there is a lack of predetermined constraints on findings].
Emergent -- acceptance of adapting inquiry as understanding deepens and/or situations change; the researcher avoids rigid designs that eliminate responding to opportunities to pursue new paths of discovery as they emerge.
Purposeful -- cases for study [e.g., people, organizations, communities, cultures, events, critical incidences] are selected because they are “information rich” and illuminative. That is, they offer useful manifestations of the phenomenon of interest; sampling is aimed at insight about the phenomenon, not empirical generalization derived from a sample and applied to a population.

The Collection of Data

Data -- observations yield a detailed, "thick description" [in-depth understanding]; interviews capture direct quotations about people’s personal perspectives and lived experiences; often derived from carefully conducted case studies and review of material culture.
Personal experience and engagement -- researcher has direct contact with and gets close to the people, situation, and phenomenon under investigation; the researcher’s personal experiences and insights are an important part of the inquiry and critical to understanding the phenomenon.
Empathic neutrality -- an empathic stance in working with study respondents seeks vicarious understanding without judgment [neutrality] by showing openness, sensitivity, respect, awareness, and responsiveness; in observation, it means being fully present [mindfulness].
Dynamic systems -- there is attention to process; assumes change is ongoing, whether the focus is on an individual, an organization, a community, or an entire culture, therefore, the researcher is mindful of and attentive to system and situational dynamics.

The Analysis

Unique case orientation -- assumes that each case is special and unique; the first level of analysis is being true to, respecting, and capturing the details of the individual cases being studied; cross-case analysis follows from and depends upon the quality of individual case studies.
Inductive analysis -- immersion in the details and specifics of the data to discover important patterns, themes, and inter-relationships; begins by exploring, then confirming findings, guided by analytical principles rather than rules.
Holistic perspective -- the whole phenomenon under study is understood as a complex system that is more than the sum of its parts; the focus is on complex interdependencies and system dynamics that cannot be reduced in any meaningful way to linear, cause and effect relationships and/or a few discrete variables.
Context sensitive -- places findings in a social, historical, and temporal context; researcher is careful about [even dubious of] the possibility or meaningfulness of generalizations across time and space; emphasizes careful comparative case study analysis and extrapolating patterns for possible transferability and adaptation in new settings.
Voice, perspective, and reflexivity -- the qualitative methodologist owns and is reflective about her or his own voice and perspective; a credible voice conveys authenticity and trustworthiness; complete objectivity being impossible and pure subjectivity undermining credibility, the researcher's focus reflects a balance between understanding and depicting the world authentically in all its complexity and of being self-analytical, politically aware, and reflexive in consciousness.

Berg, Bruce Lawrence. Qualitative Research Methods for the Social Sciences . 8th edition. Boston, MA: Allyn and Bacon, 2012; Denzin, Norman. K. and Yvonna S. Lincoln. Handbook of Qualitative Research . 2nd edition. Thousand Oaks, CA: Sage, 2000; Marshall, Catherine and Gretchen B. Rossman. Designing Qualitative Research . 2nd ed. Thousand Oaks, CA: Sage Publications, 1995; Merriam, Sharan B. Qualitative Research: A Guide to Design and Implementation . San Francisco, CA: Jossey-Bass, 2009.

Basic Research Design for Qualitative Studies

Unlike positivist or experimental research that utilizes a linear and one-directional sequence of design steps, there is considerable variation in how a qualitative research study is organized. In general, qualitative researchers attempt to describe and interpret human behavior based primarily on the words of selected individuals [a.k.a., “informants” or “respondents”] and/or through the interpretation of their material culture or occupied space. There is a reflexive process underpinning every stage of a qualitative study to ensure that researcher biases, presuppositions, and interpretations are clearly evident, thus ensuring that the reader is better able to interpret the overall validity of the research. According to Maxwell (2009), there are five, not necessarily ordered or sequential, components in qualitative research designs. How they are presented depends upon the research philosophy and theoretical framework of the study, the methods chosen, and the general assumptions underpinning the study. Goals Describe the central research problem being addressed but avoid describing any anticipated outcomes. Questions to ask yourself are: Why is your study worth doing? What issues do you want to clarify, and what practices and policies do you want it to influence? Why do you want to conduct this study, and why should the reader care about the results? Conceptual Framework Questions to ask yourself are: What do you think is going on with the issues, settings, or people you plan to study? What theories, beliefs, and prior research findings will guide or inform your research, and what literature, preliminary studies, and personal experiences will you draw upon for understanding the people or issues you are studying? Note to not only report the results of other studies in your review of the literature, but note the methods used as well. If appropriate, describe why earlier studies using quantitative methods were inadequate in addressing the research problem. Research Questions Usually there is a research problem that frames your qualitative study and that influences your decision about what methods to use, but qualitative designs generally lack an accompanying hypothesis or set of assumptions because the findings are emergent and unpredictable. In this context, more specific research questions are generally the result of an interactive design process rather than the starting point for that process. Questions to ask yourself are: What do you specifically want to learn or understand by conducting this study? What do you not know about the things you are studying that you want to learn? What questions will your research attempt to answer, and how are these questions related to one another? Methods Structured approaches to applying a method or methods to your study help to ensure that there is comparability of data across sources and researchers and, thus, they can be useful in answering questions that deal with differences between phenomena and the explanation for these differences [variance questions]. An unstructured approach allows the researcher to focus on the particular phenomena studied. This facilitates an understanding of the processes that led to specific outcomes, trading generalizability and comparability for internal validity and contextual and evaluative understanding. Questions to ask yourself are: What will you actually do in conducting this study? What approaches and techniques will you use to collect and analyze your data, and how do these constitute an integrated strategy? Validity In contrast to quantitative studies where the goal is to design, in advance, “controls” such as formal comparisons, sampling strategies, or statistical manipulations to address anticipated and unanticipated threats to validity, qualitative researchers must attempt to rule out most threats to validity after the research has begun by relying on evidence collected during the research process itself in order to effectively argue that any alternative explanations for a phenomenon are implausible. Questions to ask yourself are: How might your results and conclusions be wrong? What are the plausible alternative interpretations and validity threats to these, and how will you deal with these? How can the data that you have, or that you could potentially collect, support or challenge your ideas about what’s going on? Why should we believe your results? Conclusion Although Maxwell does not mention a conclusion as one of the components of a qualitative research design, you should formally conclude your study. Briefly reiterate the goals of your study and the ways in which your research addressed them. Discuss the benefits of your study and how stakeholders can use your results. Also, note the limitations of your study and, if appropriate, place them in the context of areas in need of further research.

Chenail, Ronald J. Introduction to Qualitative Research Design. Nova Southeastern University; Heath, A. W. The Proposal in Qualitative Research. The Qualitative Report 3 (March 1997); Marshall, Catherine and Gretchen B. Rossman. Designing Qualitative Research . 3rd edition. Thousand Oaks, CA: Sage, 1999; Maxwell, Joseph A. "Designing a Qualitative Study." In The SAGE Handbook of Applied Social Research Methods . Leonard Bickman and Debra J. Rog, eds. 2nd ed. (Thousand Oaks, CA: Sage, 2009), p. 214-253; Qualitative Research Methods. Writing@CSU. Colorado State University; Yin, Robert K. Qualitative Research from Start to Finish . 2nd edition. New York: Guilford, 2015.

Strengths of Using Qualitative Methods

The advantage of using qualitative methods is that they generate rich, detailed data that leave the participants' perspectives intact and provide multiple contexts for understanding the phenomenon under study. In this way, qualitative research can be used to vividly demonstrate phenomena or to conduct cross-case comparisons and analysis of individuals or groups.

Among the specific strengths of using qualitative methods to study social science research problems is the ability to:

Obtain a more realistic view of the lived world that cannot be understood or experienced in numerical data and statistical analysis;
Provide the researcher with the perspective of the participants of the study through immersion in a culture or situation and as a result of direct interaction with them;
Allow the researcher to describe existing phenomena and current situations;
Develop flexible ways to perform data collection, subsequent analysis, and interpretation of collected information;
Yield results that can be helpful in pioneering new ways of understanding;
Respond to changes that occur while conducting the study ]e.g., extended fieldwork or observation] and offer the flexibility to shift the focus of the research as a result;
Provide a holistic view of the phenomena under investigation;
Respond to local situations, conditions, and needs of participants;
Interact with the research subjects in their own language and on their own terms; and,
Create a descriptive capability based on primary and unstructured data.

Anderson, Claire. “Presenting and Evaluating Qualitative Research.” American Journal of Pharmaceutical Education 74 (2010): 1-7; Denzin, Norman. K. and Yvonna S. Lincoln. Handbook of Qualitative Research . 2nd edition. Thousand Oaks, CA: Sage, 2000; Merriam, Sharan B. Qualitative Research: A Guide to Design and Implementation . San Francisco, CA: Jossey-Bass, 2009.

Limitations of Using Qualitative Methods

It is very much true that most of the limitations you find in using qualitative research techniques also reflect their inherent strengths . For example, small sample sizes help you investigate research problems in a comprehensive and in-depth manner. However, small sample sizes undermine opportunities to draw useful generalizations from, or to make broad policy recommendations based upon, the findings. Additionally, as the primary instrument of investigation, qualitative researchers are often embedded in the cultures and experiences of others. However, cultural embeddedness increases the opportunity for bias generated from conscious or unconscious assumptions about the study setting to enter into how data is gathered, interpreted, and reported.

Some specific limitations associated with using qualitative methods to study research problems in the social sciences include the following:

Drifting away from the original objectives of the study in response to the changing nature of the context under which the research is conducted;
Arriving at different conclusions based on the same information depending on the personal characteristics of the researcher;
Replication of a study is very difficult;
Research using human subjects increases the chance of ethical dilemmas that undermine the overall validity of the study;
An inability to investigate causality between different research phenomena;
Difficulty in explaining differences in the quality and quantity of information obtained from different respondents and arriving at different, non-consistent conclusions;
Data gathering and analysis is often time consuming and/or expensive;
Requires a high level of experience from the researcher to obtain the targeted information from the respondent;
May lack consistency and reliability because the researcher can employ different probing techniques and the respondent can choose to tell some particular stories and ignore others; and,
Generation of a significant amount of data that cannot be randomized into manageable parts for analysis.

Research Tip

Human Subject Research and Institutional Review Board Approval

Almost every socio-behavioral study requires you to submit your proposed research plan to an Institutional Review Board. The role of the Board is to evaluate your research proposal and determine whether it will be conducted ethically and under the regulations, institutional polices, and Code of Ethics set forth by the university. The purpose of the review is to protect the rights and welfare of individuals participating in your study. The review is intended to ensure equitable selection of respondents, that you have met the requirements for obtaining informed consent , that there is clear assessment and minimization of risks to participants and to the university [read: no lawsuits!], and that privacy and confidentiality are maintained throughout the research process and beyond. Go to the USC IRB website for detailed information and templates of forms you need to submit before you can proceed. If you are unsure whether your study is subject to IRB review, consult with your professor or academic advisor.

Chenail, Ronald J. Introduction to Qualitative Research Design. Nova Southeastern University; Labaree, Robert V. "Working Successfully with Your Institutional Review Board: Practical Advice for Academic Librarians." College and Research Libraries News 71 (April 2010): 190-193.

Another Research Tip

Finding Examples of How to Apply Different Types of Research Methods

SAGE publications is a major publisher of studies about how to design and conduct research in the social and behavioral sciences. Their SAGE Research Methods Online and Cases database includes contents from books, articles, encyclopedias, handbooks, and videos covering social science research design and methods including the complete Little Green Book Series of Quantitative Applications in the Social Sciences and the Little Blue Book Series of Qualitative Research techniques. The database also includes case studies outlining the research methods used in real research projects. This is an excellent source for finding definitions of key terms and descriptions of research design and practice, techniques of data gathering, analysis, and reporting, and information about theories of research [e.g., grounded theory]. The database covers both qualitative and quantitative research methods as well as mixed methods approaches to conducting research.

SAGE Research Methods Online and Cases

NOTE : For a list of online communities, research centers, indispensable learning resources, and personal websites of leading qualitative researchers, GO HERE .

For a list of scholarly journals devoted to the study and application of qualitative research methods, GO HERE .

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A qualitative study on the experiences and challenges of MBA students' engagement with a business research methods module

Journal of Work-Applied Management

ISSN : 2205-2062

Article publication date: 17 March 2021

Issue publication date: 5 April 2022

Undertaking research as part of a business degree qualification undoubtedly enables students to develop practical and life-long skills. Nevertheless, students seem to find it challenging undertaking a research project. This study set out to explore the experiences of a group of MBA students who recently undertook their business and management research projects as part of their MBA degree program.

Design/methodology/approach

The study was carried out in a UK higher education institution and is based on an MBA business and management research module. The purpose of the module is to enable learners to develop advanced-level independent research and critical problem-solving skills within a business context. The study adopted a qualitative approach to capture a broad mix of students' experiences and perceptions on the module. The sample includes previous MBA students on different cohorts and different nationalities.

Outcomes of the study show that though students are stretched in the business and management project process they develop a diversity of skills required in the workplace while conducting their projects. The study findings also show that the practical implications of the students' projects and progressive support from their project supervisors contribute to the successful completion of their projects and subsequent attainment of their MBA degree.

Originality/value

Outcomes of this study further reveal that undertaking business and management projects creates a rewarding learning experience for learners/students, develops confident graduates as well as enables effective applications of theory into practice.

Business research
Research methods

Nzekwe-Excel, C. (2022), "A qualitative study on the experiences and challenges of MBA students' engagement with a business research methods module", Journal of Work-Applied Management , Vol. 14 No. 1, pp. 46-62. https://doi.org/10.1108/JWAM-08-2020-0040

Emerald Publishing Limited

Published in Journal of Work-Applied Management . Published by Emerald Publishing Limited. This article is published under the Creative Commons Attribution (CC BY 4.0) licence. Anyone may reproduce, distribute, translate and create derivative works of this article (for both commercial and non-commercial purposes), subject to full attribution to the original publication and authors. The full terms of this licence may be seen at http://creativecommons.org/licences/by/4.0/legalcode

Introduction: study context and rationale

Undertaking or conducting business and management research projects can be a daunting experience for students, probably because of the requirement to adopt an academic stance while undertaking the task/ project, which is intended to be practice-based. Students may demonstrate full engagement on the idea of undertaking a project or research; however they seem to disconnect from the requirement of doing so within the confines of academic research process. Thus, it can be a challenge for an academic, who is teaching a research methods module to guide/ encourage students to stay within the scope of an achievable research study ( Lewthwaite and Nind, 2016 ). Over the past four decades, there is a reasonable number of studies on the challenges associated with teaching research methods as well as suggestions on how to encourage students to become more engaged and less anxious while undertaking their research projects ( Ransford and Butler, 1982 ; Zablotsky, 2001 ; Tashakkori and Teddlie, 2003 ; Ekmekci et al. , 2012 ; Lewthwaite and Nind, 2016 ; Mullins, 2017 ). Carr (2014) collated and presented discussions from five studies on the challenges associated with teaching research methods in business and management to both undergraduate and MBA students. The challenges were around the epistemological assumptions and differing methodological conceptions of tutors, equipping staff/ tutors with statistical capabilities for quantitative research methodology and enabling students to develop the skills or aptitudes associated with the research process. The completion of students' projects can also be viewed in the context of collaborative or paired projects; an empirical study carried out by Ronnie (2017) shows high levels of positive outcomes. Amongst other factors, Ronnie's study reveals that early and ongoing conversations between the students, trust in each other's ability and self-reflection contribute to productive outcomes in the paired-project process.

The difficulty for students to engage with and to link the knowledge gained in the research methods teaching to the entirety of their higher education study is a recognisable challenge for the students ( Winn, 1995 ; Chapdelaine and Chapman, 1999 ; Ekmekci et al. , 2012 ). Winn (1995) suggests that live organisational issues or projects based on problems within a specific organisation can offer a unique opportunity toward mitigating such challenges. Similarly, Garnett et al. (2016) argue that there is the need for the projects to be grounded in real-time work-related issues. This may mean a review and subsequent redesign or reformation of the research methods module within the business and management discipline. Ekmekci et al. (2012) outline a number of reflective questions/ recommendations and associated implications on how to enable students to apply the knowledge gained in their research methods course. A summary of the authors' recommendations show that tutors of the research methods course play a significant role in creating the right atmosphere that will enable students navigate their learning in a meaningful way.

With particular focus on qualitative research approach, Cassell (2018) discussed the challenges faced by over 200 MBA students in conducting their business and management research. Cassell demonstrated the need for the students to develop the knowledge, skills and competences required for undertaking qualitative research, which can be used for effective management practice. While the focus of the business and management projects may not be categorically on aptitude or skills development, Toledano-O'Farrill (2017) argues that students are expected to develop workplace skills as a result of their involvement with the project activities. For example, qualitative research which involves a series of questioning between the researcher and the respondent as part of the data collection process for the research enables the researcher to develop skills such as critical thinking, reflective ability and communication skills ( Wall et al. , 2017a , b ).

Evidence shows that MBA students enrol on their MBA course with minimal work experience and critical thinking ability ( Schaupp and Vitullo, 2019 ), which highlights the need for research methods to be taught in such a way that students are enabled to “build-up” the required knowledge and competences ( Galliers and Huang, 2012 ). Similarly, Llamas and Boza (2011) argue that research methods by definition should be applicable to a specific discipline ( or practice ). In a similar line of argument, Beardwell and Claydon (2007 , cited in Rowe et al. , 2017 ) echo that employers prefer graduates who have the ability to reflect and synthesise opinions through critical thinking. The challenges of undertaking their business and management research projects raise the questions: how MBA students apply critical thinking to practical problems, how to keep them engaged throughout the research process and essentially how to enable them to confidently develop or enhance a wide range of personal and professional skills, which are a necessity in today's workplace.

Therefore, the aim of this study is to explore the experiences of a group of MBA students who recently undertook their business research module and completed their business and management research project as part of their MBA degree program.

Research module design

This study explores student experiences in completing a business and management research module and in carrying out a business and management research project. One of the key requirements of the research module is for students to define their project topics themselves with assistance from their project supervisors. The module is developed to include interactive teaching components, action-learning sets (ALS), which are designed to be student-led and tutor-facilitated and individual (and in some cases, group) supervision. The module design incorporates the active-blended learning concepts, including a combination of face-to-face and virtual/ online sessions.

Planning the business and management research

Conducting and writing up the literature review

Deciding on the right methodological approaches; Research Governance and Ethics

Collecting and gathering data

Analysing and interpreting data

Dissemination and presentation: Write-up of the project report.

The ALS are designed to help consolidate the research project process, enable students to frame their research ideology and to make more tailored decisions for their individual business and management research. At this stage of the process, students may become anxious initially; however with support and guidance from their project supervisors, they should be able to channel their energy and anxiety toward making better informed decisions and choices for their business and management research. It is also during the ALS classes that students begin to develop the confidence to undertake their individual business and management research projects; the ALS classes provide an environment for learners to share their research experiences, express their challenges and suggest strategies with tailored support or advice from their project supervisors.

Methodology

Paradigm and research stance.

An interpretivist paradigm was adopted for this study; this enabled gaining an understanding of the research focus through subjective relationship with the participants ( Manroop, 2017 ). Interpretivism places focus on the perceptions, interpretations and experiences of individuals ( Cohen et al. , 2010 ; Fisher, 2010 ). Therefore, interpretivism was assumed for this study with the intention to individually question the study participants and to gain an understanding of their experiences from undertaking their business and management research projects. Consequently, a qualitative methodology was employed, which created a platform to generate in-depth personal information on the subject under study. This approach was considered more appropriate considering the intention to explore the views and experiences of a diversity of postgraduate students who have recently undertaken the assessed business and management research module. Thus, this methodology enabled the investigation of student learning experience in the area of undertaking business and management research and thorough evaluation of the perceptions of different categories of students.

This study recruited participants from a United Kingdom (UK) public university with campuses in the UK and two partner institutions in Vietnam. Precisely, the concept of purposeful sampling was used, which means that a selection of students enrolled on the business and management research module (under discussion) was recruited as participants for the study because they could purposefully inform an understanding of the aim of the study ( Creswell, 2013 ). A total of four cohorts from two academic years (2016/17 and 2017/18) were considered for this study, which had a total of 54 students enrolled on the module. 33 were contacted, and 13 agreed to be part of the study. However, only 11 attended the interview sessions, which resulted in a small sample. Nonetheless, there is evidence to suggest that the sample size of 11 for a qualitative study can be considered as being suitable. Morse (1994 , cited in Guest et al. , 2006 ) recommended a minimum of six participants while Dukes (1984) and Reimen (1986) (both cited in Creswell, 2013 ) recommended a sample size of 3–10. As perceived by 14 qualitative research experts collated by Baker et al. (2012) , the sample size for a qualitative study varies and will depend on the number of participants who are sufficient to provide evidence on the issue under discussion; some of the experts argue that one interview is sometimes sufficient (p. 16; 24), while some other experts suggest a minimum sample size of 12 (p. 11; 19).

This study's population (54) comprised students who received the same teaching sessions from the same research module. It is aimed at exploring the students' experiences on undertaking the business research module and completing their research project; therefore, effort was made to draw rich, detailed responses and insights from the 11 participants. Subsequently, critical evaluations of the collected data were carried out. Thus, data saturation was considered and achieved through the sampling process, data collection strategy, the study timeframe and data analysis. The 11 participants who contributed to the study are recent MBA graduates of the UK Higher Education Institution under study, who achieved varied grade categories in the business and management research module assessment. All the participants were on full-time MBA programme and eight were in some form of employment during their MBA study. Details of the participants are shown in Table 1 . The 11 participants comprised five participants who had the module taught and delivered in the UK and six participants who had the module taught and delivered outside the UK (in Vietnam).

Approach and data collection procedure

The interview technique was the primary data collection tool that was adopted to capture the students' experiences in undertaking their business and management research projects as well as their perceptions on the research module under study. All the interview sessions were carried out between March and June 2019, when the students/participants were not under any form of academic pressure in terms of exams or pending assignments/resits. In addition, all the interview sessions were carried out in consideration of the participants' availability and convenience. Prior to the data collection, appropriate ethical approval was adhered to, which included obtaining each participant's signed consent before the interview sessions. A participant information sheet, which outlined the purpose of the study and explained the conditions for participation was given to each interview participant before conducting the interviews. Subsequently, voluntary participation, issues of strict confidentiality and participants' anonymity were established. Prior to the data collection, an individual email containing the consent form was sent to each participant to sign their consent to participate in the interview. Each of the 11 participants had their one interview session organised and carried out in a formal fashion, and each interview session lasted approximately 40 min (see Table 1 ). During the interview sessions, simpler opening questions were used to ease the interviewees, thereby ensuring that any form of tension or anxiety was eliminated or reduced ( Nzekwe-Excel, 2012 ). Similarly, pertinent closing questions were used to enable the interviewees make concluding remarks and/or additional comments to their earlier responses. Effort was made to keep the participants within the focus of the study by highlighting the purpose of the study as well as asking additional questions for clarity. In addition, each interview was audio-recorded and fully transcribed.

Students/ participants' expectations from the research module before the teaching/ delivery

Students/ participants' expectations from the research module during the teaching/ delivery

Students/ participants' positive experiences while undertaking their business and management research projects

Students/ participants' challenging experiences while undertaking their business and management research projects and how these were managed

Students/ participants' perceptions on whether their expectations were met and the benefits of the business and management research module

The participants' recommendations in the review/ redesign of the business and management research module

Analytical procedure

The concept of thematic analysis was used in analysing and interpreting the data. Precisely, thematic analysis was used for identifying themes and patterns of behaviour or meanings in the interview/ qualitative dataset. The themes are developed by placing the initial coding of the data in such a way that they can be moved around to form connections with data that has similar coding ( Howitt and Cramer, 2008 ). Themes are defined as “conversation topics, vocabulary, recurring activities, meanings, feelings, and proverbs” ( Taylor and Bogdan, 1984 , p. 131, cited in Aronson, 1994 ). For the purpose of this study, the themes are phrases or comments, also known as the participants' responses. Therefore, thematic analysis was employed because of its flexibility in identifying participants' experiences, views and behaviours, which seeks to understand what participants' think, feel and do ( Clarke and Braun, 2017 ). The six phases of implementing thematic analysis as suggested by Braun and Clarke (2006) were considered in analysing the collected/ interview data of this study. The six phases include: familiarisation of the data, generation of initial codes, searching for themes, reviewing the themes, defining and naming the themes and then producing the report.

Sufficient time was dedicated toward transcribing, reviewing the data as well as making initial notes. The NVIVO qualitative data analysis software was employed for the initial coding process of the data, which subsequently helped in searching for/ identifying themes. NVIVO provided a platform for grouping the data in different ways using folders, sets and cases for coding, easy access and retrieval of the data ( Wiltshier, 2011 ). As an approach to data analyses, the identified themes (generated data) were reviewed, and named by managing, classifying, and categorising the data using a process of reduction and coding technique ( Nzekwe-Excel, 2012 ). Subsequently, meaningful textual segments were derived based on similar and/or dissimilar viewpoints of the study's participants ( Nzekwe-Excel, 2012 ).

Data analyses and findings

The first two interview questions were aimed at exploring the students' preparedness and engagement prior to and during the delivery of the business and management research module. Responses from these questions were grouped under the themed-category labelled “Preparedness”. The theme “Preparedness” was used because it reflects how students were prepared for the business and management research module, including their expectations and learning needs.

The third and fourth questions were aimed at exploring the students' critical thinking ability and their engagement with the module. Responses from these questions were grouped under the themed-category labelled “Engagement”. The theme “Engagement” was used because it reflects the students' ongoing interest in the module including challenges and their learning development from the module.

The fifth question was aimed at exploring the students' ability to manage the entire research process from question formulation through to analysis and interpretation of results. Responses from this question were grouped under the themed-category labelled “Aptitude”. The theme “Aptitude” was used because it reflects the students' personal and research skills development including their met expectations and learning needs.

Finally, participants were given the opportunity to make additional comments regarding the progressive review and delivery of the module through the sixth/ final question. Responses from this question were grouped under the themed-category labelled “Reformation”. The theme “Reformation” was used because it reflects the students' suggestions on how the business and management research Module can be further enhanced in its design and delivery.

It is important to note that the terms “Preparedness”, “Engagement”, “Aptitude” and “Reformation” were put together in view of the aim of this study as well as to categorise the participants' responses accordingly.

Preparedness of the students

The study identified a number of themes in an evaluation of students' expectations before and during the teaching sessions for the business and management research module. The students' “prior” expectations were generally focussed on their desire to gain or expand their knowledge on business and management research processes and on what to do to succeed in the module assessment. A careful review of the students' expectations “during” the teaching sessions show focused research needs as shown in Figure 2 .

Engagement of the students

The students' engagement throughout the duration of the module delivery and the conduct of their individual projects were analysed based on their perceptions on what they enjoyed, the challenges they encountered and their coping mechanisms. Most of the positive experiences shown by the interviewees' supportive comments express the learning or skills gained in conducting their business and management projects and confidence developed in the area of business and management research strategies ( Figure 3 ). With respect to the challenges that the students encountered while conducting their projects, references were made to a number of factors associated with different stages of their projects, the online mode of module delivery and personal issues such as managing and combining full-time study and full-time employment.

Aptitude of the students

In an attempt to explore the students' ability to manage their entire research process and demonstrate a consistent focus on their arguments, this study sought to find out the participants' perceptions on whether their “prior” and “during” module expectations were met as well as the participants' views on the benefits of the module to them on a personal basis. As illustrated in Figure 4 , the findings show strong positive affirmations from the participants. There are also demonstrations of understanding on the systematic stages of the research process.

Reformation of the module

As a way forward toward upgrading the business and management research module, the study drew insights from the participants. The findings, as shown in Figure 5 , uncover varied viewpoints, mostly around the timing allocated to the module delivery and quantitative/ statistical support sessions. Interestingly, some of the participants noted that they simply like the module design/ delivery as it is and do not think a redesign is necessary.

Evaluation of findings and discussions

This study presents verbatim quotes of the interview participants (in italics) as a way to reinforce the study findings. The participants' identifier numbers shown in Table 1 are written next to the quotes.

Business and management research expectations and learning needs

Being the final module that the students are expected to complete and pass before being considered for their MBA degree qualification, it is no surprise that some of the students' expectations prior to undertaking their business and management research projects were focused on the successful completion and submission of the project assessment. This is shown by comments from two of the interviewees: “ I had expectation on graduation” (INTC-UK2); “ I had a knowledge shortage. I wanted to know what is expected…in submission” (INTH-UK5) .

“we were not sure how to do research…to have some knowledge transfer” (INTH-UK5).

“I had little knowledge…Um, the advancement of knowledge especially on facial products…More socialisation with people…I became a specialist” (INTC-UK2).

“It has…broadened my knowledge in the area that I researched on.… it made me have a more critical thinking approach…making sure you are exactly on point in asking the right questions” (INTH-UK5).

“Applying the knowledge that is being learned to… specific business projects” (VNT-Hanoi2)

“I wanted to explore…business research process to apply in practical…” (VNL-Hanoi2)

“Mostly, I expect…to get the implication and recommendation to handle the situation we are facing (in the organisation); gaining knowledge to apply to my current organisation' I try to check my topic with my organisation… to deliver the project” (VNJ-HMC3).

“I had an expectation that the module will provide me a way we can know to start a business plan” (VNU-HMC2).

“I wanted to know more information on the business market” (VNT-HMC1).

In addition, one of two of the participants in part-time employment at the time of the module delivery also expected to acquire knowledge on business concepts in view of their career aspirations: “ I expected this module will give…an opportunity to study new knowledge….for…future when I want to start my own business…” (INTP-UK3) .

“I had questions such as “what am I gonna do for my dissertation? “will I find my topic?” (INTC-UK1)

“The subject of the research topic: because the topic I chose has also been chosen by another. So the difficulty is in decision making for the topic” (INTC-UK2).

“how to define a topic was confusing…but by end of the teaching week, I had idea on what to do my research on” (INTH-UK5).

“Therefore, what I expect was finding a suitable method for the research topic…to proceed” (VNK-Hanoi3).

“I expected that…my research is easy to find and not much difficult to understand but my thinking was wrong; some were easy to understand but some were difficult to understand” (INTP-UK3).

“Struggled with which methodology to go by… what should I use to support my research? These took a lot of time” (INTH-UK5).

“…due to my chosen topic, I had to travel back home to interview the participants. There were times when I couldn't find the appropriate literature to support my research” (INTP-UK4).

One of the participants noted that their met expectations were more in theory than in practice, which suggests a drawback: “Actually for me, the expectations were met more in theory than in practical” (VNU-HMC2) . The same participant suggested that the teaching sessions should be more tailored to their own environment: “ …to be met in practice, it can be based in more research in Vietnam market” (VNU-HMC2).

Business and management research learning experience and skills gained

“I also understood about the changes that I could suggest making it easier for women to work in bank” (INTP-UK4).

“When I finish and submit, I think I made a difference for myself” (VNJ-HMC3)

“The skills I developed doing this module are my study skills, research skills, analysing skills” (INTC-UK1).

“Absolutely…bring me many skills like developing independent working skills, problem solving skills, management skills, decision-making skills, market research, data analysis” (VNT-Hanoi2).

“Yes, the project provided insights for my organisation, and it meet the expectation, and it's good timing” (VNJ-HMC3).

“I think this module is very valuable for me so I know how to conduct a research and I learn about time management and I learn about how to conduct the survey, and know about the research questions” (VNJ-HMC3)

The above participants' positive comments suggest that the goal of the module to enable learners to be equipped with or develop the skills to undertake research on a high level ( Kilburn et al. , 2014 ), and of course on a practical basis in the workplace is a welcomed approach.

“The other challenge I faced was the fact that we had to do online classes…in my view if we were present physically in the class with teachers, it would have been better. (INTP-UK4).

“However it is also hard to catch up…ideas because the other students showed up without preparation. In addition, we…work full time and study therefore hard to follow the deadlines while lack of statistics and software experiences” (VNL-Hanoi1).

One of the participants commented on the opportunity for students to interact and share ideas in the teaching and learning environment: “ It ' s also interesting to listen to the others ' ideas to see how they implement the research on different industries and various cases” (VNL-Hanoi1). These insights indicate the strength of action learning sets and the workshop teaching method. Workshops enable dialogue and constructive interactions between learners and tutors ( Nzekwe-Excel, 2014 ). In their discussion on the role of action learning concept/ approach in executive management program, Johnson and Spicer (2006) and Kelliher and Byrne (2018) assert that the approach fosters learning, effective interactions, progress and knowledge transfer. In addition, Ronnie (2017) elucidates that there is an opportunity for collaborative dialogue and an atmosphere for students to build on each other's ideas: “I remember, I identified the wrong topic and my scope was very big and I get support from my classmates” (VNJ-HMC3) .

“ readily available tutor-support'; “quick response from the project supervisor, which helped speed the project process” (INTC-UK1).

“…were my supervisor kept on providing me feedback whenever, I mailed her any of my work completed” (INTP-UK4).

“I'm really thankful of the conversations I received from my tutors” (INTH-UK5).

“Um, I think for me, it's very helpful and Project Supervisor's guidance is helpful” (VNJ-HMC3).

“the Project Supervisor teach on how to take care of each work, how to use exact words for…” (VNU-HMC2).

A key component in undertaking business and management research projects is adherence to appropriate ethical procedures; the ethical procedure is expected to demonstrate research governance and integrity, particularly in the design of the data collection procedure/ tool. Interestingly, one of the interviewees highlighted the learning she gained while undergoing the rigorous ethical approval process: “For me, actually I learnt from…first of all is Ethics Form…teach on how to take care of each work, how to use exact words for each person…make the questionnaire for the customer service … (VNU-HMC2).

“For me, actually I learnt … first of all…” (VNU-HMC2).

“I did not fully understand the principles of qualitative research, so I encountered many difficulties in the process of analysing…. Although I failed to do a quality research…the study helped me understand important principles such as collecting and analysing data accurately. Besides, I also get better understood the importance of determining goals…, I also realized that not spending enough time to review theory and doing research is a major cause of this failure” (VNK-Hanoi3).

“For me I can make the questionnaire for…industry so we can control the quality of the service” (VNU-HMC2).

“However, what I have not really understood after the course is that I still have not fully understood how to effectively apply qualitative and quantitative analysis methods to other kinds of research” (VNK-Hanoi3).

“I prefer that I will identify the topic by myself and if I think it's too big, I will get guidance from my project supervisor and I will change by myself because actually I learn by myself a lot” (VNJ-HMC3).

“Providing the topics may be a good for those not knowing what they gonna do or kind of lost, that is students who are unsure of their career prospects. On the contrary, doing so, will limit students' ability to think outside the box, limit their creativity and initiation” (INTC-UK1).

“like to decide the title but at the same time have the tutor support on the recommendation on the topic, which my tutors did” (INTH-UK5).

“Well it depends on the students. Personally, I do recommend you choose me a topic because to be honest I don't know what to choose as it's the first time of the research. I think it will facilitate the students if you provide the students the topic to choose. It may also block the ability of the students to think outside the box” (INTC-UK2).

These show that the business and management research module provides a unique opportunity for learners to explore or examine an area of interest on a specific subject within the business and management discipline.

An exploration of the participants' comments on the “timing” theme broadly reflect management of the students' time throughout their business and management research process: “…challenge of time management” (VNJ-HMC3); “A challenge I had was to follow on the schedule...because we had to share our time…and working (VNT-HMC1)”; “Challenge I had was managing my time with respect to personal job commitments and attend the sessions as well, and commuting…from…most times made the project challenging” (INTC-UK1). These unimpressive comments also suggest a personal act of discipline, commitment and responsibility from the students are required to successfully complete their business and management research. A slightly different comment on “timing”: “Deadlines should note the holiday leave of professors as we have different new year holiday…we don ' t have holidays for Christmas and New Year” (VNL-Hanoi1) still highlights the need for students to develop the habit of good time management practice. The module assessment deadline is set well in advance before the module delivery and the students are made aware of the deadline in the first teaching session. In addition, the students are sent deadline reminders throughout the duration of the module/ their business and management research.

Another area where the students appeared to find challenging is in their data analyses and the technicality of their chosen data analysis software (SPSS): “I wish that we could have a workshop for 1 hour or…n the classroom…teach us a bit more about SPSS first because for some of us, that ' s the first time they hear about SPSS” (VNU-HMC2) . It is not surprising that this issue was raised again when asked on their views for recommendations on the review/ redesign of the module. Similarly, some of the themes identified as the participants' challenging experiences ( Figure 3 ) were identified as themes for the reformation of the module ( Figure 5 ).

Future direction for the business and management research module

Reflecting on the participants' recommendations for the business and management research module ( Figure 5 ) and in consideration of the main highlights from the study findings (discussed above), the review of the module will be addressed from two perspectives: module design and module delivery. It is important to note that the themes shown in Figure 5 have been defined in such a way that they are strategies aimed to be implemented in the review of the module's content and activities.

At present, qualitative and quantitative data analyses taught sessions are embedded in the module design, with an inclusion of independent/ additional support sessions available to students to take advantage of from the university learning development/ statistics team. However, the participants' responses or concerns around quantitative evaluations, including software usage (“Should have a separate session to train software/ statistics” (VNL-Hanoi1); “My challenge is knowledge about the statistics I used in my research because I never known and done it before” (INTP-UK3); “I think that choosing the right form of analysis (qualitative or quantitative) for different research objects is very important…the module should focus more deeply on…analysing information with specific examples” (VNK-Hanoi3)) suggest that students are not taking advantage of the additional support sessions tailored toward qualitative and quantitative/ statistical evaluations. Though research shows that it is not unusual for students to be anxious or concerned toward statistical evaluations ( Baglin et al. , 2017 ), it may be a step in the right direction to “formally” embed the additional support sessions on quantitative/ statistical evaluations and qualitative analysis in the module design and delivery to bridge this knowledge gap. The contents of the additional support sessions will need to be modified or updated accordingly for each cohort considering that students' research topics vary. Some degree of competence in statistical evaluations is expected from today's graduates in the workplace as shown in the outcomes from Harraway and Barker (2005) study; so the formalised additional support or specialised data analyses sessions may be one way to develop and harness this skill in students as they undertake their business and management research projects.

With respect to decision-making for the research topic, a possible way forward is to have two options including students deciding on their project topics themselves and students' choosing a topic from a list made available to the students. Making a list of project topics available could help trigger possible areas that the students may want to focus their research on. This may consequently minimise unnecessary anxiety, enable effective time management, foster/ boost the research profile of the institution as the predefined research topics will be put together in consideration of the institution's current research areas/ foci. In addition, aspirational research areas could be developed or expanded on through the predefined research topics; the list of topics could be put together to embrace a wider perspective and in consideration of locations where the module is taught or delivered, which is in view of one of the non-UK participants' comments: “If possible, … add more case-study in the module design and delivery; I think the case study should be … focussed in Vietnam (VNT-HMC1)” . Whether students define their project topic themselves or make a choice for a project topic based on a list of available topics, it is important that students are guided and supported on how to decide/define their project topic with careful consideration of what they have a passion for. In his discussion on a six-stage process for choosing a project topic, Fisher (2010) identifies interest as the first stage or fundamental requirement of the topic definition.

The theme “Diversified communication modes” refers to how information is communicated to (and with) the students enrolled on the module. An unsurprising comment from one of the participants “Use social media i.e. Whatsapp Facebook, Instagram and email students directly instead of expecting them to always check the Learning_Environment [1] site” (INTC-UK2) demonstrates the drive for IT embrace in today's society. With a module that already has the concepts of active-blended learning in its design, extending its communication platforms as a means to facilitate student engagement and success should be a straightforward process.

Concluding remarks and further research

The critical evaluations of the findings from the qualitative data discussed in the preceding sections of this paper show the relevance, benefits and challenges associated with the business and management research module in the personal and professional development of learners. This study contributes to knowledge and practice on teaching research methods and supporting students while they undertake their business and management projects as follows: the study findings provide useful insights on MBA students' preparedness for undertaking business and management research projects, the students' development of a range of personal, practical and research skills and triggers for enabling the students' engagement throughout the research process. Furthermore, outcomes of this study suggest that where the challenges associated with undertaking business and management research projects are adequately channelled toward developing practical skills required in the workplace through progressive support from the academic project supervisors, it will contribute toward creating a rewarding learning experience for learners as well as enabling effective applications of theory into practice.

While transcribing the data and carefully reviewing the participants' responses, and making initial notes, it was observed that factors such as gender, academic year when the module was delivered and place of module delivery did not uncover any obvious disparity in the participants' responses to the interview questions. Nevertheless, there is still an opportunity for further research on the possible effects of these factors on the students' academic performance/ grade achieved.

qualitative research paper examples for students

Interview themes: Knowledge acquired and application of business and management research techniques

Interview themes: expectations and learning needs from business and management research

Interview themes: Learning and skills gained in business and management research

Interview themes: Benefits associated with business and management research

Interview themes: review of business and management research module

Study participants

Learning_Environment = This is the acronym for the virtual learning environment of the higher education institution under study.

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Research article
Open access
Published: 09 November 2005

A qualitative study of nursing student experiences of clinical practice

Farkhondeh Sharif 1 &
Sara Masoumi 2

BMC Nursing volume 4 , Article number: 6 ( 2005 ) Cite this article

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Nursing student's experiences of their clinical practice provide greater insight to develop an effective clinical teaching strategy in nursing education. The main objective of this study was to investigate student nurses' experience about their clinical practice.

Focus groups were used to obtain students' opinion and experiences about their clinical practice. 90 baccalaureate nursing students at Shiraz University of Medical Sciences (Faculty of Nursing and Midwifery) were selected randomly from two hundred students and were arranged in 9 groups of ten students. To analyze the data the method used to code and categories focus group data were adapted from approaches to qualitative data analysis.

Four themes emerged from the focus group data. From the students' point of view," initial clinical anxiety", "theory-practice gap"," clinical supervision", professional role", were considered as important factors in clinical experience.

The result of this study showed that nursing students were not satisfied with the clinical component of their education. They experienced anxiety as a result of feeling incompetent and lack of professional nursing skills and knowledge to take care of various patients in the clinical setting.

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Clinical experience has been always an integral part of nursing education. It prepares student nurses to be able of "doing" as well as "knowing" the clinical principles in practice. The clinical practice stimulates students to use their critical thinking skills for problem solving [ 1 ]

Awareness of the existence of stress in nursing students by nurse educators and responding to it will help to diminish student nurses experience of stress. [ 2 ]

Clinical experience is one of the most anxiety producing components of the nursing program which has been identified by nursing students. In a descriptive correlational study by Beck and Srivastava 94 second, third and fourth year nursing students reported that clinical experience was the most stressful part of the nursing program[ 3 ]. Lack of clinical experience, unfamiliar areas, difficult patients, fear of making mistakes and being evaluated by faculty members were expressed by the students as anxiety-producing situations in their initial clinical experience. In study done by Hart and Rotem stressful events for nursing students during clinical practice have been studied. They found that the initial clinical experience was the most anxiety producing part of their clinical experience [ 4 ]. The sources of stress during clinical practice have been studied by many researchers [ 5 – 10 ] and [ 11 ].

The researcher came to realize that nursing students have a great deal of anxiety when they begin their clinical practice in the second year. It is hoped that an investigation of the student's view on their clinical experience can help to develop an effective clinical teaching strategy in nursing education.

A focus group design was used to investigate the nursing student's view about the clinical practice. Focus group involves organized discussion with a selected group of individuals to gain information about their views and experiences of a topic and is particularly suited for obtaining several perspectives about the same topic. Focus groups are widely used as a data collection technique. The purpose of using focus group is to obtain information of a qualitative nature from a predetermined and limited number of people [ 12 , 13 ].

Using focus group in qualitative research concentrates on words and observations to express reality and attempts to describe people in natural situations [ 14 ].

The group interview is essentially a qualitative data gathering technique [ 13 ]. It can be used at any point in a research program and one of the common uses of it is to obtain general background information about a topic of interest [ 14 ].

Focus groups interviews are essential in the evaluation process as part of a need assessment, during a program, at the end of the program or months after the completion of a program to gather perceptions on the outcome of that program [ 15 , 16 ]. Kruegger (1988) stated focus group data can be used before, during and after programs in order to provide valuable data for decision making [ 12 ].

The participants from which the sample was drawn consisted of 90 baccalaureate nursing students from two hundred nursing students (30 students from the second year and 30 from the third and 30 from the fourth year) at Shiraz University of Medical Sciences (Faculty of Nursing and Midwifery). The second year nursing students already started their clinical experience. They were arranged in nine groups of ten students. Initially, the topics developed included 9 open-ended questions that were related to their nursing clinical experience. The topics were used to stimulate discussion.

The following topics were used to stimulate discussion regarding clinical experience in the focus groups.

How do you feel about being a student in nursing education?

How do you feel about nursing in general?

Is there any thing about the clinical field that might cause you to feel anxious about it?

Would you like to talk about those clinical experiences which you found most anxiety producing?

Which clinical experiences did you find enjoyable?

What are the best and worst things do you think can happen during the clinical experience?

What do nursing students worry about regarding clinical experiences?

How do you think clinical experiences can be improved?

What is your expectation of clinical experiences?

The first two questions were general questions which were used as ice breakers to stimulate discussion and put participants at ease encouraging them to interact in a normal manner with the facilitator.

Data analysis

The following steps were undertaken in the focus group data analysis.

Immediate debriefing after each focus group with the observer and debriefing notes were made. Debriefing notes included comments about the focus group process and the significance of data

Listening to the tape and transcribing the content of the tape

Checking the content of the tape with the observer noting and considering any non-verbal behavior. The benefit of transcription and checking the contents with the observer was in picking up the following:

Parts of words

Non-verbal communication, gestures and behavior...

The researcher facilitated the groups. The observer was a public health graduate who attended all focus groups and helped the researcher by taking notes and observing students' on non-verbal behavior during the focus group sessions. Observer was not known to students and researcher

The methods used to code and categorise focus group data were adapted from approaches to qualitative content analysis discussed by Graneheim and Lundman [ 17 ] and focus group data analysis by Stewart and Shamdasani [ 14 ] For coding the transcript it was necessary to go through the transcripts line by line and paragraph by paragraph, looking for significant statements and codes according to the topics addressed. The researcher compared the various codes based on differences and similarities and sorted into categories and finally the categories was formulated into a 4 themes.

The researcher was guided to use and three levels of coding [ 17 , 18 ]. Three levels of coding selected as appropriate for coding the data.

Level 1 coding examined the data line by line and making codes which were taken from the language of the subjects who attended the focus groups.

Level 2 coding which is a comparing of coded data with other data and the creation of categories. Categories are simply coded data that seem to cluster together and may result from condensing of level 1 code [ 17 , 19 ].

Level 3 coding which describes the Basic Social Psychological Process which is the title given to the central themes that emerge from the categories.

Table 1 shows the three level codes for one of the theme

The documents were submitted to two assessors for validation. This action provides an opportunity to determine the reliability of the coding [ 14 , 15 ]. Following a review of the codes and categories there was agreement on the classification.

Ethical considerations

The study was conducted after approval has been obtained from Shiraz university vice-chancellor for research and in addition permission to conduct the study was obtained from Dean of the Faculty of Nursing and Midwifery. All participants were informed of the objective and design of the study and a written consent received from the participants for interviews and they were free to leave focus group if they wish.

Most of the students were females (%94) and single (% 86) with age between 18–25.

The qualitative analysis led to the emergence of the four themes from the focus group data. From the students' point of view," initial clinical anxiety", "theory-practice gap", clinical supervision"," professional role", was considered as important factors in clinical experience.

Initial clinical anxiety

This theme emerged from all focus group discussion where students described the difficulties experienced at the beginning of placement. Almost all of the students had identified feeling anxious in their initial clinical placement. Worrying about giving the wrong information to the patient was one of the issues brought up by students.

One of the students said:

On the first day I was so anxious about giving the wrong information to the patient. I remember one of the patients asked me what my diagnosis is. ' I said 'I do not know', she said 'you do not know? How can you look after me if you do not know what my diagnosis is?'

From all the focus group sessions, the students stated that the first month of their training in clinical placement was anxiety producing for them.

One of the students expressed:

The most stressful situation is when we make the next step. I mean ... clinical placement and we don't have enough clinical experience to accomplish the task, and do our nursing duties .

Almost all of the fourth year students in the focus group sessions felt that their stress reduced as their training and experience progressed.

Another cause of student's anxiety in initial clinical experience was the students' concern about the possibility of harming a patient through their lack of knowledge in the second year.

One of the students reported:

In the first day of clinical placement two patients were assigned to me. One of them had IV fluid. When I introduced myself to her, I noticed her IV was running out. I was really scared and I did not know what to do and I called my instructor .

Fear of failure and making mistakes concerning nursing procedures was expressed by another student. She said:

I was so anxious when I had to change the colostomy dressing of my 24 years old patient. It took me 45 minutes to change the dressing. I went ten times to the clinic to bring the stuff. My heart rate was increasing and my hand was shaking. I was very embarrassed in front of my patient and instructor. I will never forget that day .

Sellek researched anxiety-creating incidents for nursing students. He suggested that the ward is the best place to learn but very few of the learner's needs are met in this setting. Incidents such as evaluation by others on initial clinical experience and total patient care, as well as interpersonal relations with staff, quality of care and procedures are anxiety producing [ 11 ].

Theory-practice gap

The category theory-practice gap emerged from all focus discussion where almost every student in the focus group sessions described in some way the lack of integration of theory into clinical practice.

I have learnt so many things in the class, but there is not much more chance to do them in actual settings .

Another student mentioned:

When I just learned theory for example about a disease such as diabetic mellitus and then I go on the ward and see the real patient with diabetic mellitus, I relate it back to what I learned in class and that way it will remain in my mind. It is not happen sometimes .

The literature suggests that there is a gap between theory and practice. It has been identified by Allmark and Tolly [ 20 , 21 ]. The development of practice theory, theory which is developed from practice, for practice, is one way of reducing the theory-practice gap [ 21 ]. Rolfe suggests that by reconsidering the relationship between theory and practise the gap can be closed. He suggests facilitating reflection on the realities of clinical life by nursing theorists will reduce the theory-practice gap. The theory- practice gap is felt most acutely by student nurses. They find themselves torn between the demands of their tutor and practising nurses in real clinical situations. They were faced with different real clinical situations and are unable to generalise from what they learnt in theory [ 22 ].

Clinical supervision

Clinical supervision is recognised as a developmental opportunity to develop clinical leadership. Working with the practitioners through the milieu of clinical supervision is a powerful way of enabling them to realize desirable practice [ 23 ]. Clinical nursing supervision is an ongoing systematic process that encourages and supports improved professional practice. According to Berggren and Severinsson the clinical nurse supervisors' ethical value system is involved in her/his process of decision making. [ 24 , 25 ]

Clinical Supervision by Head Nurse (Nursing Unit Manager) and Staff Nurses was another issue discussed by the students in the focus group sessions. One of the students said:

Sometimes we are taught mostly by the Head Nurse or other Nursing staff. The ward staff are not concerned about what students learn, they are busy with their duties and they are unable to have both an educational and a service role

Another student added:

Some of the nursing staff have good interaction with nursing students and they are interested in helping students in the clinical placement but they are not aware of the skills and strategies which are necessary in clinical education and are not prepared for their role to act as an instructor in the clinical placement

The students mostly mentioned their instructor's role as an evaluative person. The majority of students had the perception that their instructors have a more evaluative role than a teaching role.

The literature suggests that the clinical nurse supervisors should expressed their existence as a role model for the supervisees [ 24 ]

Professional role

One view that was frequently expressed by student nurses in the focus group sessions was that students often thought that their work was 'not really professional nursing' they were confused by what they had learned in the faculty and what in reality was expected of them in practice.

We just do basic nursing care, very basic . ... You know ... giving bed baths, keeping patients clean and making their beds. Anyone can do it. We spend four years studying nursing but we do not feel we are doing a professional job .

The role of the professional nurse and nursing auxiliaries was another issue discussed by one of the students:

The role of auxiliaries such as registered practical nurse and Nurses Aids are the same as the role of the professional nurse. We spend four years and we have learned that nursing is a professional job and it requires training and skills and knowledge, but when we see that Nurses Aids are doing the same things, it can not be considered a professional job .

The result of student's views toward clinical experience showed that they were not satisfied with the clinical component of their education. Four themes of concern for students were 'initial clinical anxiety', 'theory-practice gap', 'clinical supervision', and 'professional role'.

The nursing students clearly identified that the initial clinical experience is very stressful for them. Students in the second year experienced more anxiety compared with third and fourth year students. This was similar to the finding of Bell and Ruth who found that nursing students have a higher level of anxiety in second year [ 26 , 27 ]. Neary identified three main categories of concern for students which are the fear of doing harm to patients, the sense of not belonging to the nursing team and of not being fully competent on registration [ 28 ] which are similar to what our students mentioned in the focus group discussions. Jinks and Patmon also found that students felt they had an insufficiency in clinical skills upon completion of pre-registration program [ 29 ].

Initial clinical experience was the most anxiety producing part of student clinical experience. In this study fear of making mistake (fear of failure) and being evaluated by faculty members were expressed by the students as anxiety-producing situations in their initial clinical experience. This finding is supported by Hart and Rotem [ 4 ] and Stephens [ 30 ]. Developing confidence is an important component of clinical nursing practice [ 31 ]. Development of confidence should be facilitated by the process of nursing education; as a result students become competent and confident. Differences between actual and expected behaviour in the clinical placement creates conflicts in nursing students. Nursing students receive instructions which are different to what they have been taught in the classroom. Students feel anxious and this anxiety has effect on their performance [ 32 ]. The existence of theory-practice gap in nursing has been an issue of concern for many years as it has been shown to delay student learning. All the students in this study clearly demonstrated that there is a gap between theory and practice. This finding is supported by other studies such as Ferguson and Jinks [ 33 ] and Hewison and Wildman [ 34 ] and Bjork [ 35 ]. Discrepancy between theory and practice has long been a source of concern to teachers, practitioners and learners. It deeply rooted in the history of nurse education. Theory-practice gap has been recognised for over 50 years in nursing. This issue is said to have caused the movement of nurse education into higher education sector [ 34 ].

Clinical supervision was one of the main themes in this study. According to participant, instructor role in assisting student nurses to reach professional excellence is very important. In this study, the majority of students had the perception that their instructors have a more evaluative role than a teaching role. About half of the students mentioned that some of the head Nurse (Nursing Unit Manager) and Staff Nurses are very good in supervising us in the clinical area. The clinical instructor or mentors can play an important role in student nurses' self-confidence, promote role socialization, and encourage independence which leads to clinical competency [ 36 ]. A supportive and socialising role was identified by the students as the mentor's function. This finding is similar to the finding of Earnshaw [ 37 ]. According to Begat and Severinsson supporting nurses by clinical nurse specialist reported that they may have a positive effect on their perceptions of well-being and less anxiety and physical symptoms [ 25 ].

The students identified factors that influence their professional socialisation. Professional role and hierarchy of occupation were factors which were frequently expressed by the students. Self-evaluation of professional knowledge, values and skills contribute to the professional's self-concept [ 38 ]. The professional role encompasses skills, knowledge and behaviour learned through professional socialisation [ 39 ]. The acquisition of career attitudes, values and motives which are held by society are important stages in the socialisation process [ 40 ]. According to Corwin autonomy, independence, decision-making and innovation are achieved through professional self-concept 41 . Lengacher (1994) discussed the importance of faculty staff in the socialisation process of students and in preparing them for reality in practice. Maintenance and/or nurturance of the student's self-esteem play an important role for facilitation of socialisation process 42 .

One view that was expressed by second and third year student nurses in the focus group sessions was that students often thought that their work was 'not really professional nursing' they were confused by what they had learned in the faculty and what in reality was expected of them in practice.

The finding of this study and the literature support the need to rethink about the clinical skills training in nursing education. It is clear that all themes mentioned by the students play an important role in student learning and nursing education in general. There were some similarities between the results of this study with other reported studies and confirmed that some of the factors are universal in nursing education. Nursing students expressed their views and mentioned their worry about the initial clinical anxiety, theory-practice gap, professional role and clinical supervision. They mentioned that integration of both theory and practice with good clinical supervision enabling them to feel that they are enough competent to take care of the patients. The result of this study would help us as educators to design strategies for more effective clinical teaching. The results of this study should be considered by nursing education and nursing practice professionals. Faculties of nursing need to be concerned about solving student problems in education and clinical practice. The findings support the need for Faculty of Nursing to plan nursing curriculum in a way that nursing students be involved actively in their education.

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A qualitative investigation of LGBTQ+ young people’s experiences and perceptions of self-managing their mental health

1 Faculty of Brain Sciences, University College London, London, UK

Daniel Hayes

2 The Evidence Based Practice Unit, Anna Freud National Centre for Children and Families, London, UK

Peter Fonagy

Emily stapley, associated data.

Due to challenges in ensuring the anonymity of qualitative data, these data are not available to other researchers.

There is evidence that young people generally self-manage their mental health using self-care strategies, coping methods and other self-management techniques, which may better meet their needs or be preferable to attending specialist mental health services. LGBTQ+ young people are more likely than their peers to experience a mental health difficulty and may be less likely to draw on specialist support due to fears of discrimination. However, little is known about LGBTQ+ young people’s experiences and perceptions of self-managing their mental health. Using a multimodal qualitative design, 20 LGBTQ+ young people participated in a telephone interview or an online focus group. A semi-structured schedule was employed to address the research questions, which focussed on LGBTQ+ young people’s experiences and perceptions of self-managing their mental health, what they perceived to stop or help them to self-manage and any perceived challenges to self-management specifically relating to being LGBTQ+ . Reflexive thematic analysis yielded three key themes: (1) self-management strategies and process, (2) barriers to self-management and (3) facilitators to self-management. Participants’ most frequently mentioned self-management strategy was ‘speaking to or meeting up with friends or a partner’. Both barriers and facilitators to self-management were identified which participants perceived to relate to LGBTQ+ identity. Social support, LGBTQ+ youth groups and community support were identified as key facilitators to participants’ self-management of their mental health, which merits further investigation in future research. These findings also have important implications for policy and intervention development concerning LGBTQ+ young people’s mental health.

Introduction

Self-management has been defined as, “[t]he taking of responsibility for one's own behaviour and wellbeing” [ 1 , p. 1]. There is a lack of conceptual clarity in the self-management literature, as evidenced by multiple conflicting definitions to describe the concept [ 2 ]. For example, one study of chronic disease in older adults argued there is a distinction between ‘self-care’ as preventative and ‘self-management’ as managing the impact of a current difficulty or disease [ 3 ]. However, in mental health, as probably in many other long-term conditions, this distinction does not hold up, with interventions involving elements of self-management and self-care being used preventatively to identify and manage the early warning signs of manic episodes in bipolar disorder [ 4 ]. A recent study highlights the crossover between self-management and self-care in youth mental health by detailing strategies, such as meditation or deep breathing, which could be used for both illness prevention and management of existing symptoms [ 5 ]. Thus, it is likely that the terms self-management and self-care in the context of mental health are not mutually exclusive and may lie on a continuum of techniques and strategies.

In the last few decades, self-management has expanded from long-term illness toward youth mental health. The idea of caring for or managing oneself is appearing with increasing frequency in published research [ 5 , 6 ], United Kingdom (UK) policy [ 7 , 8 ] and reports from charities and health bodies [ 9 , 10 ]. This may be due to rising societal awareness of the heightened prevalence of mental health difficulties in young people in the UK (NHS Digital, 2018) and long wait times to access specialist youth mental health support [ 11 ]. In turn, attempts to facilitate the use of alternative or additional support options which better meet the needs of young people, are person-centred and exist in the places they ordinarily go have also increased in recent years [ 12 ]. Indeed, young people themselves have said that the efficacy of self-help and self-management resources, approaches and techniques should be a top research priority in relation to youth mental health interventions and services [ 13 ].

In young people’s mental health, self-management strategies could include self-care approaches [e.g., 5 ], unguided self-help interventions [e.g., 14 ] and coping or emotion regulation strategies [ 6 ]. For young people, strategies that can be employed on one’s own have been described as non-professionally mediated interventions [ 5 ]. Despite burgeoning interest in this area, there is a dearth of research investigating the nuances of self-management in young people’s mental health, particularly for young people whose difficulties may not be chronic, are undiagnosed or are below clinical thresholds. This group may be of particular importance if self-care happens to differentiate those who remain sub-threshold from those who are diagnosable and seek professional help. Such investigations are warranted to clarify the concept of self-management and understand what young people perceive they are doing to self-manage their mental health, which in turn will enable self-management strategies recommended to young people to be evidence-informed and better meet their needs.

In looking at the success (or otherwise) of health management strategies at a population level, it makes sense to look at groups at particularly high risk. Among socially excluded groups, such as lesbian, gay, bisexual, transgender and queer (LGBTQ+) young people, there is a higher prevalence of mental health difficulties [ 15 ]. One in three LGBTQ+ young people in the UK will experience a mental health difficulty [ 15 ], and this figure is greater than the one in eight young people in the general population who will experience a mental health difficulty [ 15 ]. Evidence suggests that sexual minority adolescents are also more likely than their heterosexual peers to experience high levels of depressive symptoms, self-harm, lower life satisfaction and lower self-esteem [ 16 ]. The minority stress model posits the higher prevalence of mental health difficulties in the LGBTQ+ community is due to their experience of hostile social environments fuelled by prejudice, discrimination and stigma [ 17 ].

When a difficulty is encountered, there is evidence that LGBTQ+ people are less likely to access health services due to fear of discrimination [ 18 ], with mental health services perceived to be the most discriminatory amongst health services [ 19 ]. LGBTQ+ people also experience higher dissatisfaction with health services than heterosexual people [ 19 ]. As they are less likely to access health services, it is possible that LGBTQ+ young people are already using strategies to self-manage their mental health, although to-date, there has been no research into this. It is possible that LGBTQ+ young people are forced to self-manage their mental health due to a desire to avoid stigmatising services, and it may be possible that they may have developed particularly effective and robust strategies which may be useful to learn more about. Further research in this area could particularly benefit a group which is often overlooked, marginalised and for whom the pressures of daily life may be greater than their heterosexual or cisgender peers. This research will also enable us to see if LGBTQ+ young people need additional help in self-management and how this process might be facilitated for them.

Recently, a survey showed that 72% of LGBTQ+ young people in Northern Ireland use the Internet and social networks as a source of information or support [ 20 ], suggesting the potential utility of these formats for the distribution of information about self-management. However, a review of qualitative research related to LGBTQ+ young people’s mental health highlighted that many LGBTQ+ young people feel they need more support from their school, community and mental health providers as well as more information [ 21 ]. It is also not known what factors stop or help LGBTQ+ young people to self-manage their mental health. Research into this area is needed to ensure that the strategies and techniques LGBTQ+ young people are using and being recommended to self-manage their mental health are safe, evidence-based and have a positive impact on mental health outcomes.

To better understand the helpfulness of self-management strategies for LGBTQ+ young people’s mental health, and to potentially facilitate LGBTQ+ young people’s self-management of their mental health, there is a need to investigate which strategies LGBTQ+ young people are already using and those that they find helpful, as well as the perceived barriers and facilitators to successful self-management of their mental health. The current study attempts to address this gap in the literature and highlight the self-management process from the perspective of LGBTQ+ young people to learn more about specific factors affecting self-management of mental health for this group.

Research questions

What are LGBTQ+ young people’s experiences and opinions of using strategies or techniques to self-manage their mental health?
What are LGBTQ+ young people’s perceptions of what stops them from or helps them to self-manage their mental health?
What are LGBTQ+ young people’s perceptions of specific challenges (if any) for LGBTQ+ young people in self-managing their mental health?

Participants

Recruitment and sampling strategy.

During the two-month sampling period, young people from diverse ages, ethnicities, gender identities, sexual orientations and geographical locations in the UK (including major metropolitan areas and rural areas, as well as areas known to have a significant LGBTQ+ presence and those not known for this) were recruited. The primary researcher contacted organisations specialising in gender diversity as well as general LGBTQ+ youth groups. Collecting these data and involving LGBTQ+ people in research can help to send a signal that their views and preferences are taken seriously and valued [ 18 ].

On the basis of accessing a wide range of views, a total of 85 LGBTQ+ youth groups or associated organisations, 12 LGBTQ+ University Societies, three post-graduate student cohorts and one participation group were identified via a Google search and the primary researcher’s existing organisational contacts and invited to participate in this research via email by the primary researcher. Staff from 40 interested groups were asked to distribute expression of interest forms to the young people they worked with along with a brief description of the project.

Following guidelines for reflexive thematic analysis, a sample size determined by saturation was not established before starting data collection [ 22 ]. Saturation is “the point at which no new information, codes or themes are yielded from data” [ 23 , p. 2]. Diversity of the sample and richness of the data were monitored during sampling. The decision to stop sampling at 20 participants was based on three considerations: sufficient diversity of the sample, quality or richness of the data being collected in relation to the research questions and the practical capacity of the primary researcher.

Demographic information

Of the 20 young people who participated in this study, their ages ranged from 13 to 24 years ( M = 19.30, SD = 3.37).

In terms of gender identity, 12 participants identified as female, four preferred to self-describe, three identified as male and one preferred not to say. Self-described gender identities included nonbinary, gender queer and asexual. A total of 13 participants stated that their gender identity was the same as the sex assigned to them at birth, six as not the same as the sex assigned to them at birth, and one preferred not to say.

Regarding sexual orientation, eight participants preferred to self-describe, six identified as bi, four as a gay woman/lesbian, one as a gay man and one as heterosexual. Self-described sexual orientations included queer, questioning, pansexual, homoromantic asexual and asexual biromantic.

In terms of ethnicity, 13 participants identified as White—British, two as White—any other white background, one as White—Irish, one as Asian—Indian, one as mixed—White and Asian, one as Mixed—White and Black Caribbean and one as any other ethnic group—Persian.

Ethical considerations

Ethical approval for this study was obtained from the University College London Research Ethics Committee (Project ID: 17641/001). During the consent process, young people were reminded that they could leave the interview or focus group at any time without giving a reason and still receive a £10 voucher, which was offered to all participants. Parent/carer consent was obtained for participants under the age of 16, which was followed by assent from these participants. Participants were informed that interviews and focus groups would be kept confidential, barring the disclosure of harm to the participant or another person.

Data collection

A total of 20 young people participated in either an online focus group ( n = 4 participants across two focus groups), or in a one-to-one telephone interview ( n = 16 participants) over the one-month data collection period. Interviews and focus groups were conducted remotely via video call or phone owing to COVID-19-related restrictions on in-person contact.

Semi-structured interview and focus group schedules were developed by the primary researcher. This format allowed the researcher to ask open-ended questions to elicit information about participants’ thoughts, feelings and beliefs in relation to self-management [ 24 ]. Questions explored participants’ perceptions of the term ‘self-management’, the types of self-management strategies and techniques they perceived themselves to be using, and anything that stopped or helped them to self-manage. There was also an additional question relating to specific challenges experienced by the LGBTQ+ community in terms of self-management.

During the pilot phase of this research, the interview and focus group schedules were modified to include several follow-up questions if a young person mentioned the first COVID-19 lockdown in the UK (beginning in late-March 2020), or any other time-specific period, to investigate how participants’ experiences of self-management may by influenced by time and context. This decision allowed for discussion around the impact of the first COVID-19 lockdown in the UK as and when it came up, as the interviews and focus groups were conducted during this period. A decision was also made during the piloting phase to move solely to conducting individual interviews, rather than focus groups, due to the richness and highly personal nature of the data that was elicited in the interviews.

Data analysis

Thematic analysis.

The data were analysed to answer the three research questions following guidelines for reflexive thematic analysis [ 22 ] and drawing on the step-by-step process developed by Braun and Clarke [ 25 ]. This involved checking the transcripts against the audio files, reading the data in its entirety multiple times and taking notes, creating ‘codes’ which captured interesting aspects of the data systematically across the entire data set, bringing the codes and corresponding data extracts together into initial themes, checking that the themes captured the essence of the data extracts, continuing to refine and analyse each of the themes, and finally producing a report featuring vivid examples from the data extracts for each theme [ 25 ].

A second researcher (ES) reviewed the initial coding structure once it had been generated by the primary researcher to check that the codes reflected the content of the included data excerpts. After this, the primary researcher further refined the codes and began to group the codes into themes and subthemes, i.e., overarching categories encompassing all of the included codes. The primary researcher then checked that the codes and included data reflected each of the themes.

Epistemological stance

The primary researcher holds a realist ontological and relativist epistemological stance in relation to the analysis of these data. This can be described as a critical realist approach, which asserts that a reality independent from subjective experience exists, while situating the findings of this research in the belief that it is not possible to objectively understand or fully access this reality [ 26 ]. The primary researcher also acknowledges that the manner in which participants perceive reality is subjective. In other words, different people interpret reality in different ways, given that “knowledge is always situated” [ 27 , p. 7]. Thus, the analysis focuses primarily on the semantic or language-based themes identified in the dataset, with some investigation of the potential latent meanings of these themes, as well as the wider societal and cultural context. An inductive approach to analysing these data was taken, meaning that the results are data-driven [ 25 ].

Theme 1: Self-management strategies and process

Subtheme 1: list of strategies for self-management.

A total of 51 strategies for self-management of mental health were identified. These encompassed strategies participants perceived themselves to have personally used as well as those they perceived others to have used (see Table 1 ).

Specific self-management strategies and frequency mentioned

Participants’ most frequently mentioned self-management strategy was ‘speaking to or meeting up with friends or a partner’. This dovetails with the perceived importance of social support, which was identified as a facilitator to self-management. While this strategy involved someone other than the ‘self’, participants described how they self-initiated the help-seeking behaviour of reaching out to others for support with their mental health.

Having people speak to you about their own mental health can be very reassuring, ‘cause like helping someone does that, it makes you feel like helping yourself with your own mental health is a lot [more] feasible. (Interviewee 4)

Many of the strategies described by participants involved elements of balancing, distracting oneself from, or regulating thoughts or emotions through the process of participating in the self-management activity or strategy. For example, with regards to target shooting as a self-management strategy, one participant explained:

It's more about distracting yourself, letting your body cool down, and then, when you've cooled down, then you can have that rationalised, proportionate response. (Interviewee 7)

Subtheme 2: Awareness, reaction and prevention

Participants described a process of awareness, reaction and prevention in self-managing their mental health. In terms of awareness, participants highlighted the importance of noticing or paying attention to signs of good or deteriorating mental health.

Even if not actively working on figuring it out, just passively paying some mind to consider what kind of things are good for your mental health. (Interviewee 4)

In terms of reacting, participants described actively using self-management tools, strategies, techniques or skills to combat difficulties or problems they were experiencing, which could help them when they were feeling overwhelmed. In terms of prevention, being proactive and vigilant were also perceived to be important aspects of the self-management of participants’ mental health, even when they were not experiencing poor mental health.

So the proactive things I do are from a place where nothing bad is necessarily happening, and my mental health is not really flaring up or, or doing anything, um, particularly bad, or, or, particularly abnormal, but I aim to keep it that way by doing things in anticipation. (Interviewee 2)

Theme 2: Barriers to self-management

Subtheme 1: self-management can be hard work.

Nearly all participants ( n = 18) described times when they felt too low, tired or not in the right mindset to self-manage their mental health, which could sometimes be exacerbated by experiencing mental illness or chronic pain. They also explained that sometimes attempts to self-manage could be unsuccessful, which could lead to feelings of discouragement or disappointment.

It can be very disheartening if you think, if it seems like you’re putting in all this effort and nothing’s coming of it. (Focus Group 2, Participant 1)

The actual process of self-management was described as tiring and time-consuming, with participants explaining they sometimes did not know what to do or where to start.

I feel like one of the biggest inhibitors of self-management is if your emotions get too loud and [if] those thoughts get too loud, it's very hard to try and think over them. (Interviewee 6)

Subtheme 2: Strategy-specific challenges

Participants perceived there to be negative or less helpful factors about some self-management strategies. For instance, regarding speaking to or meeting up with friends, one participant explained:

Especially if you’re just talking about how you’re having mental health problems to other people who have those problems all the time, it can kind of cause this, like, negative feedback loop um, with that. So that can be less helpful. (Interviewee 5)

Participants also mentioned self-management strategies or techniques which they had found to be unhelpful, ineffective or counterproductive, such as drinking alcohol, self-harming or repetitively washing their hands.

For a little period, I self-harmed... I was kind of looking for an outlet anywhere I could find at that moment. And, I'd, I’d never feel better afterwards, I'd feel worse. (Interviewee 9)

Subtheme 3: Wanting to wallow

Participants described feeling like they were sometimes their own worst enemy or wanting to wallow in the negative emotions they were feeling, which could prevent them from engaging in self-management. In this context, the ‘self’ was perceived to be a barrier to self-management.

If you just can’t bring yourself to do it, then, it, I found that you sort of end up wallowing in like, the sort of self-pity. (Interviewee 11)

Participants described feeling responsibility to self-manage their mental health. This was perceived to operate as a double-edged sword, both allowing participants to rely on themselves and be decisive, but also creating pressure and a sense that the onus was on them.

It’s like really hard knowing one day you’re going to have to be the one that is relatively solely responsible for, like, engaging in self-care and managing, like, your wellbeing. (Focus Group 2, Participant 2)

Subtheme 4: Fear of judgement

While participants perceived others to be important in helping them to self-manage their mental health, they also discussed factors which might hinder them from reaching out, such as feeling judged or thinking their family would be worried about them.

Like if I told [my family] what actually went on, they'd be kicking off and really worried and panicky. So, that isn't helpful. (Interviewee 7)

On the other hand, having a safe space or feeling safe to talk about their thoughts and emotions with others was viewed as helpful in self-managing participants’ mental health.

Having good supportive relationships and being in a space where I don’t feel very threatened or have any, any severe issues, uh, means that I can work on myself, uh, a lot better. (Interviewee 2)

Subtheme 5: Cultural and environmental challenges

Participants described ways in which culture and environment could influence self-management. It was highlighted by participants that there are different cultural understandings of self-management, which could cause people to view the concept differently from one another.

In (Foreign Language 1) it’s not that uh common to use like the word self-management or talk about emotional regulation. It’s not like integrated into the vocabulary. (Focus Group 1, Participant 1)

Participants also highlighted that some cultures have more challenges around accessing treatment, a different understanding of mental health, or a perception that mental illness is taboo. These challenges could also apply to certain generations within a particular culture, or over time as a culture became more progressive.

And, and I think in (Country 1), it’s just kind of taboo, like, in not, not so much anymore, but it’s just impossible to even, like, if you Google ‘mental health’, like, there will be fewer results. (Interviewee 12)

A perception was also highlighted that participants’ physical location could influence their ability to self-manage their mental health, particularly in environments not conducive to certain self-management strategies or techniques.

It depends on the environment you’re in. ‘Cause if you’re in, like, an education-based building in the middle of the day, it’s not like you can go to your bedroom and try and relax or whatever. (Interviewee 13)

A number of perceived challenges to self-management of mental health stemming from the COVID-19 lockdown in the UK were also discussed by participants. Participants perceived these challenges to negatively affect their ability to self-manage as well as damaging to their general mental health and wellbeing. They described reverting to behaviours indicative of poor mental health like repetitive handwashing, feeling anxiety about going outside, experiencing a lack of structure or routine, not being able to attend locations where they could participate in self-management strategies or enjoyable activities due to closures, not having a reason to get out of the house or to get out of bed, not being able to attend LGBTQ+ youth groups, experiencing an extension of waiting lists or difficulties in accessing mental health care, not being able to spend as much time with friends, work pressures increasing during the lockdown period, experiencing uncertainty and instability resulting from exams being cancelled and feeling anxiety about the pandemic and the future.

It was mostly just a very lengthy waiting list. Of course, it was exacerbated by the lockdown. (Interviewee 2)

Subtheme 6: Digital complexities

Participants mentioned a number of digital complexities relating to self-management and self-care. They perceived ‘self-care’ to be the most recognisable term owing to online promotion. Participants explained that this could lead to particular societal connotations of self-care which could be negative or centred around profit.

It just kind of has become this whole industry of bullet journals and things that I think make finding actual self-care a little complex. (Interviewee 12)

Participants described researching self-care and self-management online and accessing a ‘plethora of resources’ including online videos, Facebook groups, information about LGBTQ+ groups, information about counselling and professional help, information about different self-management strategies and online message boards.

So I, kind of, looked online and seeked advice and, you know, through mental health professionals included. (Interviewee 6)

However, participants did not always find these suggestions or resources helpful, and at times the abundance of available information could be perceived to be overwhelming.

Subtheme 7: ‘Outness’ affects self-management

Participants described how an LGBTQ+ person who was not completely out 1 might find it more challenging to self-manage, as they might have to self-manage on their own. Not being out was perceived to contribute to challenges around accessing therapy for LGBTQ+-related difficulties, not having social or school support around being LGBTQ+, not being able to access an LGBTQ+ youth group and not having access to judgement-free spaces.

I didn’t feel like I had anyone I could talk to about it, because I didn’t feel comfortable to come out to anyone yet. (Interviewee 4)

Nearly all participants ( n = 18) perceived cultural or societal intolerance of LGBTQ+ people to have a profoundly negative impact on LGBTQ+ young people’s ability to self-manage their mental health, which was also influenced by their degree of ‘outness’. Participants discussed how they believed LGBTQ+ people were more likely to experience adverse events or trauma resulting from homophobia, transphobia, discrimination or a general lack of understanding or support from others. These were linked by participants to increased stress, a reduced capacity to cope, and internalised homophobia.

I have a lot of in-built insecurities that I didn’t experience until I came out, and a lot of sadness and trauma inherited from the community almost. And so, it adds something else to tackle, so it just means you may have more to be contending with. (Focus Group 2, Participant 2)

Participants described how growing up with intolerance could lead to a detrimental sense of internalised homophobia, which was perceived to contribute to poor mental health and hinder self-management, as it was another challenge to tackle in helping oneself. However, participants also highlighted that the self-management techniques and strategies they had successfully used were not specifically tailored for LGBTQ+ young people, and that there was not necessarily a lack of access to self-management tools and techniques for LGBTQ+ young people.

I came out, when was it? Like a couple of years ago, um, but that hasn’t significantly, like, a few experiences happened that did make my mental health somewhat worse, but, the techniques that I was using worked just as well for those experiences as they did for others . (Interviewee 3)

Participants perceived family members’ rejection of their LGBTQ+ identity to have a negative impact on their capacity to self-manage. These stressful or negative experiences could lead to fear or low self-esteem, which participants perceived to undermine their help-seeking efforts.

Trying to help yourself and self-care, um, it might be difficult in a situation where you're around others that are completely undermining you and, um, are trying to steer you away from trying to help yourself. (Interviewee 14)

Participants also described how they felt they had to be less open with their parents, carers or particular members of their family due to fears that they did not meet their heteronormative expectations. They feared that they would be met with homophobia, transphobia or other discrimination based on their sexual orientation or gender identity.

There’s also the other part of my family, which is homophobic, and I’m terrified of coming out to. (Interviewee 1)

This fear of a negative reaction was cited as something that might prevent participants from drawing on others for support in self-managing their mental health.

Theme 3: Facilitators to self-management

Subtheme 1: balance and routine.

Participants described the importance of feeling balanced and being able to get into a regular routine of self-management. They described mental health in terms of one’s mental state, which ideally would be balanced or controlled. The act of self-management was described as a method for regaining balance which could lead to happiness, focussing on the positive or feeling more calm and clear-minded.

When I was in the routine of, of meditating, it becomes a habit, and then it becomes a lot easier to do that. And the m-, the easier it becomes to do something, a coping mechanism that helps me, like meditating, the easier it then becomes to do any other given task on that day. (Interviewee 2)

In relation to location, having a quiet space to self-manage away from others was described as important by participants.

Some people, I don’t know, don’t have like a quiet space where they can go to kind of relax and, and meditate and kind of feel better in themselves. (Interviewee 15)

Finally, participants viewed having a routine for self-management as important. This could involve a daily pattern of behaviour, writing things down or planning ahead.

Subtheme 2: Intrinsic benefits of self-management

Despite experiencing challenges in self-management, participants also described intrinsic benefits stemming from self-managing their mental health. These included a sense of agency, ownership, freedom and confidence that came from successfully self-managing or knowing how to self-manage.

You know that you have yourself to thank for it, at the end of the day. Like it feels incredibly good when it does go right to be able to say, kinda yeah, I did that, there’s no two ways around it. (Focus Group 2, Participant 1)

This ability to manage their mental health was attributed by participants to allowing them to live a better life. Similarly, participants described how the process of self-management could be quite enjoyable, as it could involve activities they already liked to do.

A lot of those things are, are things that do make me happy anyway. It’s not all just a slog of having to do these things to keep my mental health, you know, working well. (Interviewee 2)

Participants also described how feeling connected, grounded, present and grateful could contribute to and result from self-managing their mental health. This was intertwined with a sense of perspective, purpose, peace or clarity of mind.

Subtheme 3: Importance of social motivation and support

When asked about good mental health, participants described interacting socially with others, including speaking to family and friends, contributing to society and enjoying spending time with friends.

A lot of my friends have had experiences with mental health issues in the past, so they can, they can, uh, commiserate with that when I want to talk about it. But also just, hanging out and having a good time and laughing and that sort of stuff just makes me feel happy, and that can, that can make the difference between having a, a good day and a bad day, uh mental health wise. (Interviewee 2)

Conversely, participants highlighted that a sign of poor mental health could be feeling unable to be around other people, isolating oneself, taking others’ comments personally or misjudging social situations.

If it's, say, a negative self-doubt that you might feel, that's a product of poor mental health, be- say you're out with your friends, and, you know, usually a joke might, th- that you might laugh at, suddenly is now a deep personal attack. (Interviewee 6)

This participant also went on to explain that their interpretation of a situation when their mental health was poor did not necessarily align with what was happening in reality.

The majority of participants ( n = 16) perceived social motivation and support to be important in self-managing their mental health. This involved participants’ family members, friends, flatmates or partners, who could be helpful in providing a listening ear, giving encouragement, reminding them to self-manage or checking their emotions or thoughts.

It makes it much more fun and um, motivational like if there’s other people on board, then you’re like, okay, we’re all in this together. (Focus Group 1, Participant 2)

Subtheme 4: Asking for help and vulnerability

Participants highlighted the perceived importance of being able to ask for help from others or seeking help from a professional to self-manage their mental health. This was linked by participants to good self-management, and it was acknowledged that sometimes outside help was necessary despite efforts to self-manage alone.

I think sometimes it becomes that idea of, "You can do it by yourself. You don't need somebody else to help self-manage." When sometimes you do need someone else's perspective or someone else's professional skills to give you new ideas or to help you help yourself. (Interviewee 5)

It was also highlighted that asking for help involved an element of vulnerability and opening up.

So, self-management also involves the ability to be vulnerable, and the ability to speak to other people about things that you’re going through. (Focus Group 1, Participant 2)

Subtheme 5: Benefits of the COVID-19 lockdown in terms of self-management

Participants highlighted a number of perceived benefits resulting from the COVID-19 lockdown which related to their ability to self-manage. One of these was having more free time to stop, self-reflect and think without distraction, which could help with focussing on self-management.

Mostly since lockdown, ‘cause obviously I’ve, you know, I’ve had a lot of time to just sort of self-evaluate, self-reflect, and I’ve found that maybe this is something that I was neglecting. (Interviewee 11)

Other perceived benefits included developing a closer relationship with family members, spending less time commuting, developing a more regular routine, not having to prepare for stressful exams, being more positive and putting things into perspective, appreciating spending time with friends more, having the opportunity to participate in social justice initiatives and striking a better work-life balance.

Like lockdown has actually been a godsend because I was not looking forward to A Levels and I was getting myself worked up in it, and also my atmosphere at school wasn't great... So, it's now like having more free time, having my dedicated space for like, the meditation. (Interviewee 7)

Subtheme 6: LGBTQ+ community helps with self-management

Participants described a perception that identifying as LGBTQ+ and having access to the wider LGBTQ+ community, either through youth groups, friends who are also LGBTQ+, online resources or forums specifically for LGBTQ+ people or LGBTQ+ events like Pride, could help them to self-manage their mental health.

Like, there's a solid community that I've been able to access because I identify as LGBTQ + ... There’s also, kind of, opportunities to reach out to others like you, and kind of reach out to people who can help, with the same perspective. (Interviewee 9)

In comparison to someone who did not identify as LGBTQ+, participants felt they might experience fewer challenges in self-managing their mental health. They attributed this again to their access to the LGBTQ+ community, which they perceived to strengthen their sense of togetherness and camaraderie (both online and in person) and to provide them with a safe space to talk to others. This was seen as something potentially inaccessible to people who were not members of the LGBTQ+ community.

And I suppose there’s also ways that it makes it, not easier, but, in other ways more positive, such as having this community, the LGBTQ + community, who understand you, without even having to know you... maybe someone who isn’t LGBTQ + , who doesn’t have the best surroundings, may not have that community sense, um, of encouragement. (Focus Group 2, Participant 1)

This research investigated LGBTQ+ young people’s experiences and perceptions of self-managing their mental health. Specifically, this research aimed to illuminate LGBTQ+ young people’s experiences and opinions of using strategies or techniques to self-manage their mental health, their perceptions of what stops them from or helps them to self-manage their mental health, and their perceptions of specific challenges (if any) for LGBTQ+ young people in self-managing their mental health. Three overarching themes were identified covering self-management strategies and barriers and facilitators to self-management (see Table Table2). 2 ). These themes are discussed in turn and compared and contrasted with existing literature.

Themes and subthemes

Specific self-management strategies

Several of the self-management strategies identified in the current study align with previous research investigating coping [ 6 ] and non-professionally mediated interventions [ 5 ]. Stapley et al. [ 6 ] identified similar coping strategies, including ‘digital or media entertainment’, ‘creative activities’, ‘being physically active’, ‘positive thinking or optimism', ‘ignoring people, feelings or situations’, ‘social support’ and ‘other professional support’ (see Table Table1). 1 ). Likewise, a number of non-professionally mediated interventions identified in Wolpert et al.’ study reflected the self-management strategies identified in the current study, including (but not limited to) reading, self-harm, talking to someone you know and trust, positive thinking, physical exercise, sleep, mindfulness, walking, spending time outdoors in nature, warm bath, writing things down and making music [ 5 ]. This overlap suggests that participants perceived some coping strategies and non-professionally mediated interventions to also be self-management strategies, giving credence to the idea that these lie on a continuum of caring for oneself.

Barriers to self-management

LGBTQ+ young people in the current study perceived themselves to be at a higher risk of experiencing trauma or adverse events resulting from identity-related discrimination. This is reflected in research showing that LGBTQ+ young people describe experiencing rejection, isolation, discrimination, abuse, bullying and homophobia or transphobia [ 21 ], as well as evidence suggesting that sexual minority adolescents are more likely to experience all forms of bullying and victimisation in comparison to their heterosexual peers [ 16 ]. Findings from the current study also suggest that experience of these negative or adverse events can have a detrimental effect on LGBTQ+ young people’s capacity to self-manage their mental health, which aligns with previous literature suggesting that adverse events can affect young people’s ability to cope [e.g., 29 ]. While the association between adverse events and poorer mental health for LGBTQ+ young people has been established [ 16 ], more research is needed into how LGBTQ+ young people’s capacity to self-manage may mitigate this. However, the barriers ‘wanting to wallow’ and ‘self-management is hard work’ in the current study could suggest that even in the absence of adverse events, self-management is a challenging process for LGBTQ+ young people to initiate or engage in at times.

Lack of acceptance from family was also perceived by participants to be a barrier to self-management of mental health. This aligns with the individual and family self-management model, which maintains that family members play a key role in the management of illness, particularly for younger people [ 30 ]. It is possible that the degree to which an LGBTQ+ young person is out with their family and friends also acts as a barrier, as an LGBTQ+ young person who is not out may fear judgement from family and friends, which was also mentioned as a barrier to self-management in the current study.

The COVID-19 lockdown in the UK appeared to contribute to a number of perceived barriers to self-management of mental health in the current study. The negative impact of the lockdown on LGBTQ+ young people’s mental health was echoed in research by Kneale and Becares [ 31 ], who found high levels of both stress and depressive symptoms amongst LGBTQ+ people during the lockdown, particularly in the case of younger and transgender respondents, as they were more likely than others in the LGBTQ+ community to have experienced some form of discrimination during the pandemic. Experiences of discrimination such as these have been associated with greater symptoms of emotional difficulties like anxiety and depression amongst transgender people [ 32 ]. The findings from the current study did not suggest that participants had experienced additional discrimination during the lockdown, but instead that the barriers to self-management resulting from the pandemic were partly perceived to be due to not being able to access vital services, attend LGBTQ+ youth groups, socialise as often with friends or attend extracurricular activities due to closures. These barriers align with the minority stress model, which posits that mental health outcomes for LGBTQ+ people are affected by coping and social support, both from the community and individuals [ 17 ], which were likely negatively affected by lockdown-related closures and government-mandated restriction on in-person socialising.

Facilitators to self-management

The current study suggests that the degree which an LGBTQ+ person is out influences their perceived ability to access self-management support from friends, family or their community. This aligns with the minority stress model, which positions ‘minority identity’ as an important factor influencing LGBTQ+ people’s mental health outcomes, coping and social support [ 17 ]. This also links with findings from previous research suggesting that LGBTQ+ young people who are not out might struggle to access self-management support from friends, family or their community [ 21 ]. The current study’s findings also suggest that LGBTQ+ young people who have access to the LGBTQ+ community may find it easier to self-manage their mental health, and that this community can serve as an oasis of social support and acceptance in a heteronormative world. This aligns with findings suggesting that LGBTQ+ people perceive the LGBTQ+ community to have a positive effect on their mental health and wellbeing through providing support and reducing a sense of isolation [ 33 ]. There is evidence that peer support such as this amongst LGBTQ+ young people can reduce a sense of marginalisation and the likelihood of poor mental health outcomes [ 34 , 35 ]. Additionally, social support and motivation and having a safe space to self-manage were mentioned by participants in the current study as facilitating self-management of their mental health, which aligns with policy highlighting the importance of having safe and supportive social environments in the mental health of LGBTQ+ young people [ 36 ].

Positive effects of the COVID-19 lockdown in terms of self-management, particularly in relation to having more free time and thinking positively, were echoed in findings from the Teenagers’ Experiences of Life in Lockdown (TELL) Study [ 37 ]. This research suggested that young people in the UK experienced an enjoyable sense of relief from stressors they were previously experiencing in their daily lives and a sense of positivity during the lockdown [ 37 ]. Likewise, the negative implications of the lockdown mentioned in the current study also aligned with those in the TELL Study, including young people feeling increased fear, anxiety and distress about COVID-19 as well as other aspects of their daily lives [ 37 ].

Finally, participants in the current study highlighted their tendency to seek out information regarding self-management or self-care online. The influence of digital support on LGBTQ+ young people’s self-management of their mental health merits further exploration in future research, as there is evidence that the Internet is one of the main methods of accessing support for members of the LGBTQ+ community [ 21 ]. Therefore, it is likely that an intervention to facilitate self-management would benefit from a digital format, and there is some evidence that young people from a nonclinical population already use digital technology for reducing stress and would find a digital self-management tool useful [ 38 ].

Strengths and limitations

This study has several strengths. Firstly, a diverse group of participants in terms of ethnicity, gender identity, sexual orientation, age and geographic location was recruited, which increased the likelihood that a broad range of views were accessed. Secondly, the inductive nature of the analysis performed allowed for the identification of themes which went beyond the original research questions (e.g., ‘Wanting to wallow’) and spoke to the heterogeneity of experiences regarding LGBTQ+ young people’s self-management of their mental health. A further strength was the enlistment of an additional researcher in checking the coding for the analysis, which enhanced the trustworthiness of the analysis by ensuring that the primary researcher’s interpretations were grounded in the data [ 39 ]. Finally, this study involved members of the LGBTQ+ community who identified with any sexual orientation or gender identity, including those who identified as heterosexual, ensuring that a full range of views could be accessed without adhering to rigid or binary conceptualisations of gender identity or sexual orientation. This is important because it emphasised the researchers’ position at the beginning that gender is a construct and reduced the likelihood that the results were influenced by a bias of heteronormativity, which could have led participants to feel less able to talk about their experiences as it this be perceived as discriminatory or naïve.

There are also some limitations to this research. These findings cannot be generalised to all LGBTQ+ young people but may be applicable to wider populations, as many of the experiences and perceptions may also ring true for other young people in the UK. Additionally, while recruitment yielded a good geographic spread of participants, not all areas in the UK were covered (e.g., Scotland), which means that if there is geographic variation in experiences and perceptions in these areas, it may not have been captured by this study. It is also possible that these data were skewed toward young people who were more likely to be out, as the majority of participants were involved with LGBTQ+ youth groups, meaning the views of LGBTQ+ young people who are less out and therefore more likely to draw on anonymous sources of self-management support merit further investigation. Additionally, participants under the age of 16 were required to provide parent/carer consent to participate, which meant that young people under the age of 16 who were not out to their parents may not have chosen not to participate. Although participants 16 and older did not require parental consent, it is likely that young people who were living with parents/carers who were unsupportive of LGBTQ+ people chose not to participate due to fears of being overheard or not having sufficiently private space available to them. Successfully recruited participants were also those who had access to computers, headphones, tablets or mobile phones, potentially excluding young people with reduced financial means. Future research may benefit from recruiting LGBTQ+ young people from the general population, particularly in-person as COVID-19-related restrictions ease, as this might yield greater diversity of views relating to self-management and provide a helpful point of comparison.

This is the first research study, to our knowledge, to investigate LGBTQ+ young people’s experiences and perceptions of self-managing their mental health, as well as the barriers and facilitators to self-management for this group. Findings established that LGBTQ+ young people perceive themselves to be using multiple strategies to self-manage their mental health and perceive there to be a number of barriers and facilitators to this process. These findings support further exploration into the development of or provision of research-informed support to an intervention or policy to support self-management, particularly that which can be tailored for specific groups (e.g., gender diverse individuals), as some groups might find particular ways of self-managing their mental health more helpful than others [ 32 ]. A key area of future investigation should be into social and LGBTQ+ youth group or community support as key facilitators to the self-management of mental health, as these were highlighted by participants in the current study and have implications for policy and intervention development. More research is needed into digital mental health interventions for LGBTQ+ young people, and how such interventions could facilitate LGBTQ+ young people’s self-management of their mental health, to potentially improve mental health outcomes for this group.

Acknowledgements

The authors of this paper like to thank the young people, LGBTQ+ youth group leaders, participation officers and other professionals who either participated in this study, joined an informal advisory group meeting, or helped to recruit LGBTQ+ young people to participate in this research. They would also like to acknowledge and thank the Evidence Based Practice Unit, The Anna Freud National Centre for Children and Families, University College London and the National Institute for Health Research ARC North Thames for their support with this research.

Author contributions

All authors have contributed to writing and editing this manuscript.

This report is independent research funded by the National Institute for Health Research ARC North Thames. The views expressed in this report are those of the author(s) and not necessarily those of the National Institute for Health Research or the Department of Health and Social Care.

Data availability

Declarations.

The authors have no conflicts of interest or competing interests to disclose.

1 The word ‘out’ used by participants is viewed by the primary researcher to refer to ‘coming out’, which can be defined as “To acknowledge or declare openly that one is homosexual. Also in extended use with reference to other sexual or gender identities” [ 28 , p. 1].

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CRO Guide > Chapter 3.1

Qualitative Research: Definition, Methodology, Limitation & Examples

Qualitative research is a method focused on understanding human behavior and experiences through non-numerical data. Examples of qualitative research include:

One-on-one interviews,
Focus groups, Ethnographic research,
Case studies,
Record keeping,
Qualitative observations

In this article, we’ll provide tips and tricks on how to use qualitative research to better understand your audience through real world examples and improve your ROI. We’ll also learn the difference between qualitative and quantitative data.

Marketers often seek to understand their customers deeply. Qualitative research methods such as face-to-face interviews, focus groups, and qualitative observations can provide valuable insights into your products, your market, and your customers’ opinions and motivations. Understanding these nuances can significantly enhance marketing strategies and overall customer satisfaction.

What is Qualitative Research

Qualitative research is a market research method that focuses on obtaining data through open-ended and conversational communication. This method focuses on the “why” rather than the “what” people think about you. Thus, qualitative research seeks to uncover the underlying motivations, attitudes, and beliefs that drive people’s actions.

Let’s say you have an online shop catering to a general audience. You do a demographic analysis and you find out that most of your customers are male. Naturally, you will want to find out why women are not buying from you. And that’s what qualitative research will help you find out.

In the case of your online shop, qualitative research would involve reaching out to female non-customers through methods such as in-depth interviews or focus groups. These interactions provide a platform for women to express their thoughts, feelings, and concerns regarding your products or brand. Through qualitative analysis, you can uncover valuable insights into factors such as product preferences, user experience, brand perception, and barriers to purchase.

Types of Qualitative Research Methods

Qualitative research methods are designed in a manner that helps reveal the behavior and perception of a target audience regarding a particular topic.

The most frequently used qualitative analysis methods are one-on-one interviews, focus groups, ethnographic research, case study research, record keeping, and qualitative observation.

1. One-on-one interviews

Conducting one-on-one interviews is one of the most common qualitative research methods. One of the advantages of this method is that it provides a great opportunity to gather precise data about what people think and their motivations.

Spending time talking to customers not only helps marketers understand who their clients are, but also helps with customer care: clients love hearing from brands. This strengthens the relationship between a brand and its clients and paves the way for customer testimonials.

A company might conduct interviews to understand why a product failed to meet sales expectations.
A researcher might use interviews to gather personal stories about experiences with healthcare.

These interviews can be performed face-to-face or on the phone and usually last between half an hour to over two hours.

When a one-on-one interview is conducted face-to-face, it also gives the marketer the opportunity to read the body language of the respondent and match the responses.

2. Focus groups

Focus groups gather a small number of people to discuss and provide feedback on a particular subject. The ideal size of a focus group is usually between five and eight participants. The size of focus groups should reflect the participants’ familiarity with the topic. For less important topics or when participants have little experience, a group of 10 can be effective. For more critical topics or when participants are more knowledgeable, a smaller group of five to six is preferable for deeper discussions.

The main goal of a focus group is to find answers to the “why”, “what”, and “how” questions. This method is highly effective in exploring people’s feelings and ideas in a social setting, where group dynamics can bring out insights that might not emerge in one-on-one situations.

A focus group could be used to test reactions to a new product concept.
Marketers might use focus groups to see how different demographic groups react to an advertising campaign.

One advantage that focus groups have is that the marketer doesn’t necessarily have to interact with the group in person. Nowadays focus groups can be sent as online qualitative surveys on various devices.

Focus groups are an expensive option compared to the other qualitative research methods, which is why they are typically used to explain complex processes.

3. Ethnographic research

Ethnographic research is the most in-depth observational method that studies individuals in their naturally occurring environment.

This method aims at understanding the cultures, challenges, motivations, and settings that occur.

A study of workplace culture within a tech startup.
Observational research in a remote village to understand local traditions.

Ethnographic research requires the marketer to adapt to the target audiences’ environments (a different organization, a different city, or even a remote location), which is why geographical constraints can be an issue while collecting data.

This type of research can last from a few days to a few years. It’s challenging and time-consuming and solely depends on the expertise of the marketer to be able to analyze, observe, and infer the data.

4. Case study research

The case study method has grown into a valuable qualitative research method. This type of research method is usually used in education or social sciences. It involves a comprehensive examination of a single instance or event, providing detailed insights into complex issues in real-life contexts.

Analyzing a single school’s innovative teaching method.
A detailed study of a patient’s medical treatment over several years.

Case study research may seem difficult to operate, but it’s actually one of the simplest ways of conducting research as it involves a deep dive and thorough understanding of the data collection methods and inferring the data.

5. Record keeping

Record keeping is similar to going to the library: you go over books or any other reference material to collect relevant data. This method uses already existing reliable documents and similar sources of information as a data source.

Historical research using old newspapers and letters.
A study on policy changes over the years by examining government records.

This method is useful for constructing a historical context around a research topic or verifying other findings with documented evidence.

6. Qualitative observation

Qualitative observation is a method that uses subjective methodologies to gather systematic information or data. This method deals with the five major sensory organs and their functioning, sight, smell, touch, taste, and hearing.

Sight : Observing the way customers visually interact with product displays in a store to understand their browsing behaviors and preferences.
Smell : Noting reactions of consumers to different scents in a fragrance shop to study the impact of olfactory elements on product preference.
Touch : Watching how individuals interact with different materials in a clothing store to assess the importance of texture in fabric selection.
Taste : Evaluating reactions of participants in a taste test to identify flavor profiles that appeal to different demographic groups.
Hearing : Documenting responses to changes in background music within a retail environment to determine its effect on shopping behavior and mood.

Below we are also providing real-life examples of qualitative research that demonstrate practical applications across various contexts:

Qualitative Research Real World Examples

Let’s explore some examples of how qualitative research can be applied in different contexts.

1. Online grocery shop with a predominantly male audience

Method used: one-on-one interviews.

Let’s go back to one of the previous examples. You have an online grocery shop. By nature, it addresses a general audience, but after you do a demographic analysis you find out that most of your customers are male.

One good method to determine why women are not buying from you is to hold one-on-one interviews with potential customers in the category.

Interviewing a sample of potential female customers should reveal why they don’t find your store appealing. The reasons could range from not stocking enough products for women to perhaps the store’s emphasis on heavy-duty tools and automotive products, for example. These insights can guide adjustments in inventory and marketing strategies.

2. Software company launching a new product

Method used: focus groups.

Focus groups are great for establishing product-market fit.

Let’s assume you are a software company that wants to launch a new product and you hold a focus group with 12 people. Although getting their feedback regarding users’ experience with the product is a good thing, this sample is too small to define how the entire market will react to your product.

So what you can do instead is holding multiple focus groups in 20 different geographic regions. Each region should be hosting a group of 12 for each market segment; you can even segment your audience based on age. This would be a better way to establish credibility in the feedback you receive.

3. Alan Pushkin’s “God’s Choice: The Total World of a Fundamentalist Christian School”

Method used: ethnographic research.

Moving from a fictional example to a real-life one, let’s analyze Alan Peshkin’s 1986 book “God’s Choice: The Total World of a Fundamentalist Christian School”.

Peshkin studied the culture of Bethany Baptist Academy by interviewing the students, parents, teachers, and members of the community alike, and spending eighteen months observing them to provide a comprehensive and in-depth analysis of Christian schooling as an alternative to public education.

The study highlights the school’s unified purpose, rigorous academic environment, and strong community support while also pointing out its lack of cultural diversity and openness to differing viewpoints. These insights are crucial for understanding how such educational settings operate and what they offer to students.

Even after discovering all this, Peshkin still presented the school in a positive light and stated that public schools have much to learn from such schools.

Peshkin’s in-depth research represents a qualitative study that uses observations and unstructured interviews, without any assumptions or hypotheses. He utilizes descriptive or non-quantifiable data on Bethany Baptist Academy specifically, without attempting to generalize the findings to other Christian schools.

4. Understanding buyers’ trends

Method used: record keeping.

Another way marketers can use quality research is to understand buyers’ trends. To do this, marketers need to look at historical data for both their company and their industry and identify where buyers are purchasing items in higher volumes.

For example, electronics distributors know that the holiday season is a peak market for sales while life insurance agents find that spring and summer wedding months are good seasons for targeting new clients.

5. Determining products/services missing from the market

Conducting your own research isn’t always necessary. If there are significant breakthroughs in your industry, you can use industry data and adapt it to your marketing needs.

The influx of hacking and hijacking of cloud-based information has made Internet security a topic of many industry reports lately. A software company could use these reports to better understand the problems its clients are facing.

As a result, the company can provide solutions prospects already know they need.

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Qualitative Research Approaches

Once the marketer has decided that their research questions will provide data that is qualitative in nature, the next step is to choose the appropriate qualitative approach.

The approach chosen will take into account the purpose of the research, the role of the researcher, the data collected, the method of data analysis , and how the results will be presented. The most common approaches include:

Narrative : This method focuses on individual life stories to understand personal experiences and journeys. It examines how people structure their stories and the themes within them to explore human existence. For example, a narrative study might look at cancer survivors to understand their resilience and coping strategies.
Phenomenology : attempts to understand or explain life experiences or phenomena; It aims to reveal the depth of human consciousness and perception, such as by studying the daily lives of those with chronic illnesses.
Grounded theory : investigates the process, action, or interaction with the goal of developing a theory “grounded” in observations and empirical data.
Ethnography : describes and interprets an ethnic, cultural, or social group;
Case study : examines episodic events in a definable framework, develops in-depth analyses of single or multiple cases, and generally explains “how”. An example might be studying a community health program to evaluate its success and impact.

How to Analyze Qualitative Data

Analyzing qualitative data involves interpreting non-numerical data to uncover patterns, themes, and deeper insights. This process is typically more subjective and requires a systematic approach to ensure reliability and validity.

1. Data Collection

Ensure that your data collection methods (e.g., interviews, focus groups, observations) are well-documented and comprehensive. This step is crucial because the quality and depth of the data collected will significantly influence the analysis.

2. Data Preparation

Once collected, the data needs to be organized. Transcribe audio and video recordings, and gather all notes and documents. Ensure that all data is anonymized to protect participant confidentiality where necessary.

3. Familiarization

Immerse yourself in the data by reading through the materials multiple times. This helps you get a general sense of the information and begin identifying patterns or recurring themes.

Develop a coding system to tag data with labels that summarize and account for each piece of information. Codes can be words, phrases, or acronyms that represent how these segments relate to your research questions.

Descriptive Coding : Summarize the primary topic of the data.
In Vivo Coding : Use language and terms used by the participants themselves.
Process Coding : Use gerunds (“-ing” words) to label the processes at play.
Emotion Coding : Identify and record the emotions conveyed or experienced.

5. Thematic Development

Group codes into themes that represent larger patterns in the data. These themes should relate directly to the research questions and form a coherent narrative about the findings.

6. Interpreting the Data

Interpret the data by constructing a logical narrative. This involves piecing together the themes to explain larger insights about the data. Link the results back to your research objectives and existing literature to bolster your interpretations.

7. Validation

Check the reliability and validity of your findings by reviewing if the interpretations are supported by the data. This may involve revisiting the data multiple times or discussing the findings with colleagues or participants for validation.

8. Reporting

Finally, present the findings in a clear and organized manner. Use direct quotes and detailed descriptions to illustrate the themes and insights. The report should communicate the narrative you’ve built from your data, clearly linking your findings to your research questions.

Limitations of qualitative research

The disadvantages of qualitative research are quite unique. The techniques of the data collector and their own unique observations can alter the information in subtle ways. That being said, these are the qualitative research’s limitations:

1. It’s a time-consuming process

The main drawback of qualitative study is that the process is time-consuming. Another problem is that the interpretations are limited. Personal experience and knowledge influence observations and conclusions.

Thus, qualitative research might take several weeks or months. Also, since this process delves into personal interaction for data collection, discussions often tend to deviate from the main issue to be studied.

2. You can’t verify the results of qualitative research

Because qualitative research is open-ended, participants have more control over the content of the data collected. So the marketer is not able to verify the results objectively against the scenarios stated by the respondents. For example, in a focus group discussing a new product, participants might express their feelings about the design and functionality. However, these opinions are influenced by individual tastes and experiences, making it difficult to ascertain a universally applicable conclusion from these discussions.

3. It’s a labor-intensive approach

Qualitative research requires a labor-intensive analysis process such as categorization, recording, etc. Similarly, qualitative research requires well-experienced marketers to obtain the needed data from a group of respondents.

4. It’s difficult to investigate causality

Qualitative research requires thoughtful planning to ensure the obtained results are accurate. There is no way to analyze qualitative data mathematically. This type of research is based more on opinion and judgment rather than results. Because all qualitative studies are unique they are difficult to replicate.

5. Qualitative research is not statistically representative

Because qualitative research is a perspective-based method of research, the responses given are not measured.

Comparisons can be made and this can lead toward duplication, but for the most part, quantitative data is required for circumstances that need statistical representation and that is not part of the qualitative research process.

While doing a qualitative study, it’s important to cross-reference the data obtained with the quantitative data. By continuously surveying prospects and customers marketers can build a stronger database of useful information.

Quantitative vs. Qualitative Research

Qualitative and quantitative research side by side in a table

Image source

Quantitative and qualitative research are two distinct methodologies used in the field of market research, each offering unique insights and approaches to understanding consumer behavior and preferences.

As we already defined, qualitative analysis seeks to explore the deeper meanings, perceptions, and motivations behind human behavior through non-numerical data. On the other hand, quantitative research focuses on collecting and analyzing numerical data to identify patterns, trends, and statistical relationships.

Let’s explore their key differences:

Nature of Data:

Quantitative research : Involves numerical data that can be measured and analyzed statistically.
Qualitative research : Focuses on non-numerical data, such as words, images, and observations, to capture subjective experiences and meanings.

Research Questions:

Quantitative research : Typically addresses questions related to “how many,” “how much,” or “to what extent,” aiming to quantify relationships and patterns.
Qualitative research: Explores questions related to “why” and “how,” aiming to understand the underlying motivations, beliefs, and perceptions of individuals.

Data Collection Methods:

Quantitative research : Relies on structured surveys, experiments, or observations with predefined variables and measures.
Qualitative research : Utilizes open-ended interviews, focus groups, participant observations, and textual analysis to gather rich, contextually nuanced data.

Analysis Techniques:

Quantitative research: Involves statistical analysis to identify correlations, associations, or differences between variables.
Qualitative research: Employs thematic analysis, coding, and interpretation to uncover patterns, themes, and insights within qualitative data.

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Last modified: January 3, 2023
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Coming out of the ashes we rise: Culturally and linguistically diverse international nursing students during the COVID-19 pandemic

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Background and aim Research on international students conducted during the COVID-19 pandemic has persistently highlighted the vulnerabilities and challenges that they experienced when staying in the host country to continue with their studies. The findings from such research can inevitably create a negative image of international students and their ability to respond to challenges during unprecedented times. Therefore, this paper took a different stance and reported on a qualitative study that explored culturally and linguistically diverse (CaLD) international nursing students who overcame the challenges brought about by the pandemic to continue with their studies in Australia.

Method A descriptive qualitative research design guided by the processes of constructivist grounded theory was selected to ascertain insights from participants’ experiences of studying abroad in Australia during the COVID-19 pandemic.

Results Three themes emerged from the collected data that described the participants’ lived experiences, and they were: 1) Viewing international education as the pursuit of a better life , 2) Focusing on personal growth , and 3) Coming out of the ashes we rise .

Discussion The findings highlight the importance of recognising the investments and sacrifices that CaLD international students and their families make in pursuit of international tertiary education. The findings also underscore the importance of acknowledging the qualities that CaLD international students have to achieve self-growth and ultimately self-efficacy as they stay in the host country during a pandemic.

Conclusion Future research should focus on identifying strategies that are useful for CaLD international nursing students to experience personal growth and ultimately self-efficacy and continue with their studies in the host country during times of uncertainty such as a pandemic.

Competing Interest Statement

The authors have declared no competing interest.

Funding Statement

This study did not receive any funding

Author Declarations

I confirm all relevant ethical guidelines have been followed, and any necessary IRB and/or ethics committee approvals have been obtained.

The details of the IRB/oversight body that provided approval or exemption for the research described are given below:

Ethical approval was obtained from Curtin University Human Research Ethics Office (HRE2022-0238) and The University of Southern Queensland Ethical Review Committee (H22REA114).

I confirm that all necessary patient/participant consent has been obtained and the appropriate institutional forms have been archived, and that any patient/participant/sample identifiers included were not known to anyone (e.g., hospital staff, patients or participants themselves) outside the research group so cannot be used to identify individuals.

I understand that all clinical trials and any other prospective interventional studies must be registered with an ICMJE-approved registry, such as ClinicalTrials.gov. I confirm that any such study reported in the manuscript has been registered and the trial registration ID is provided (note: if posting a prospective study registered retrospectively, please provide a statement in the trial ID field explaining why the study was not registered in advance).

I have followed all appropriate research reporting guidelines, such as any relevant EQUATOR Network research reporting checklist(s) and other pertinent material, if applicable.

Data Availability

All data produced in the present study are available upon reasonable request to the authors

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Chapter 1. Introduction

Why an Open Access Textbook on Qualitative Research Methods?

What is Research?

What is Qualitative Research?

Examples of Qualitative Research

Example 1 : The End Game (ethnography + interviews)

Example 2: Racing for Innocence (Interviews + Content Analysis + Fictional Stories)

Example 3: Amplified Advantage (Mixed Methods: Survey Interviews + Focus Groups + Archives)

How Is This Book Organized?

Chapter Descriptions

Recommended Reading: Other Qualitative Research Textbooks

Patton’s Ten Suggestions for Doing Qualitative Research

Organizing Your Social Sciences Research Paper

Characteristics of Qualitative Research

Basic Research Design for Qualitative Studies

Strengths of Using Qualitative Methods

Limitations of Using Qualitative Methods

Research Tip

Another Research Tip

A qualitative study on the experiences and challenges of MBA students' engagement with a business research methods module

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Aptitude of the students

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Evaluation of findings and discussions

Business and management research expectations and learning needs

Business and management research learning experience and skills gained

Future direction for the business and management research module

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A qualitative study of nursing student experiences of clinical practice

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A qualitative investigation of LGBTQ+ young people’s experiences and perceptions of self-managing their mental health

Daniel Hayes

Peter Fonagy

Introduction

Research questions

Participants

Demographic information

Ethical considerations

Data collection

Data analysis

Epistemological stance

Theme 1: Self-management strategies and process

Subtheme 2: Awareness, reaction and prevention

Theme 2: Barriers to self-management

Subtheme 2: Strategy-specific challenges

Subtheme 3: Wanting to wallow

Subtheme 4: Fear of judgement

Subtheme 5: Cultural and environmental challenges

Subtheme 6: Digital complexities

Subtheme 7: ‘Outness’ affects self-management

Theme 3: Facilitators to self-management

Subtheme 2: Intrinsic benefits of self-management