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Research Interviews: An effective and insightful way of data collection

Research interviews play a pivotal role in collecting data for various academic, scientific, and professional endeavors. They provide researchers with an opportunity to delve deep into the thoughts, experiences, and perspectives of an individual, thus enabling a comprehensive understanding of complex phenomena. It is important for researchers to design an effective and insightful method of data collection on a particular topic. A research interview is typically a two-person meeting conducted to collect information on a certain topic. It is a qualitative data collection method to gain primary information.

The three key features of a research interview are as follows:

Table of Contents

The Significance of Research Interviews in Gathering Primary Data

The role of research interviews in gathering first-hand information is invaluable. Additionally, they allow researchers to interact directly with participants, enabling them to collect unfiltered primary data.

1. Subjective Experience

Research interviews facilitate in-depth exploration of a research topic. Thus, by engaging in one-to-one conversation with participants, researchers can delve into the nuances and complexities of their experiences, perspectives, and opinions. This allows comprehensive understanding of the research subject that may not be possible through other methods. Also, research interviews offer the unique advantage of capturing subjective experiences through personal narratives. Moreover, participants can express their thoughts, feelings, and beliefs, which add depth to the findings.

2. Personal Insights

Research interviews offer an opportunity for participants to share their views and opinions on the objective they are being interviewed for. Furthermore, participants can express their thoughts and experiences, providing rich qualitative data . Consequently, these personal narratives add a human element to the research, thus enhancing the understanding of the topic from the participants’ perspectives. Research interviews offer the opportunity to uncover unanticipated insights or emerging themes. Additionally, open-ended questions and active listening can help the researchers to identify new perspectives, ideas, or patterns that may not have been initially considered. As a result, these factors can lead to new avenues for exploration.

3. Clarification and Validation

Researchers can clarify participants’ responses and validate their understanding during an interview. This ensures accurate data collection and interpretation. Additionally, researchers can probe deeper into participants’ statements and seek clarification on any ambiguity in the information.

4. Contextual Information

Research interviews allow researchers to gather contextual information that offers a comprehensive understanding of the research topic. Additionally, participants can provide insights into the social, cultural, or environmental factors that shape their experiences, behaviors, and beliefs. This contextual information helps researchers place the data in a broader context and facilitates a more nuanced analysis.

5. Non-verbal Cues

In addition to verbal responses, research interviews allow researchers to observe non-verbal cues such as body language, facial expressions, and tone of voice. Additionally, non-verbal cues can convey information, such as emotions, attitudes, or levels of comfort. Furthermore, integrating non-verbal cues with verbal responses provides a more holistic understanding of participants’ experiences and enriches the data collection process.

Research interviews offer several advantages, making them a reliable tool for collecting information. However, choosing the right type of research interview is essential for collecting useful data.

Types of Research Interviews

There are several types of research interviews that researchers can use based on their research goals , the nature of their study, and the data they aim to collect. Here are some common types of research interviews:

1. Structured Interviews

• Structured interviews are standardized and follow a fixed format.
• Therefore, these interviews have a pre-determined set of questions.
• All the participants are asked the same set of questions in the same order.
• Therefore, this type of interview facilitates standardization and allows easy comparison and quantitative analysis of responses.
• As a result, structured interviews are used in surveys or studies which aims for a high level of standardization and comparability.

2. Semi-structured Interviews

• Semi-structured interviews offer a flexible framework by combining pre-determined questions.
• So, this gives an opportunity for follow-up questions and open-ended discussions.
• Researchers have a list of core questions but can adapt the interview depending on the participant’s responses.
• Consequently, this allows for in-depth exploration while maintaining some level of consistency across interviews.
• As a result, semi-structured interviews are widely used in qualitative research, where content-rich data is desired.

3. Unstructured Interviews

• Unstructured interviews provide the greatest flexibility and freedom in the interview process.
• This type do not have a pre-determined set of questions.
• Thus, the conversation flows naturally based on the participant’s responses and the researcher’s interests.
• Moreover, this type of interview allows for open-ended exploration and encourages participants to share their experiences, thoughts, and perspectives freely.
• Unstructured interviews useful to explore new or complex research topics, with limited preconceived questions.

4. Group Interviews (Focus Groups)

• Group interviews involve multiple participants who engage in a facilitated discussion on a specific topic.
• This format allows the interaction and exchange of ideas among participants, generating a group dynamic.
• Therefore, group interviews are beneficial for capturing diverse perspectives, and generating collective insights.
• They are often used in market research, social sciences, or studies demanding shared experiences.

5. Narrative Interviews

• Narrative interviews focus on eliciting participants’ personal stories, views, experiences, and narratives. Researchers aim to look into the individual’s life journey.
• As a result, this type of interview allows participants to construct and share their own narratives, providing rich qualitative data.
• Qualitative research, oral history, or studies focusing on individual experiences and identities uses narrative interviews.

6. Ethnographic Interviews

• Ethnographic interviews are conducted within the context of ethnographic research, where researchers immerse themselves in a specific social or cultural setting.
• These interviews aim to understand participants’ experiences, beliefs, and practices within their cultural context, thereby understanding diversity in different ethnic groups.
• Furthermore, ethnographic interviews involve building rapport, observing the participants’ daily lives, and engaging in conversations that capture the nuances of the culture under study.

It must be noted that these interview types are not mutually exclusive. Therefore, researchers often employ a combination of approaches to gather the most comprehensive data for their research. The choice of interview type depends on the research objectives and the nature of the research topic.

Steps of Conducting a Research Interview

Research interviews offer several benefits, and thus careful planning and execution of the entire process are important to gather in-depth information from the participants. While conducting an interview, it is essential to know the necessary steps to follow for ensuring success. The steps to conduct a research interview are as follows:

• Identify the objectives and understand the goals
• Select an appropriate interview format
• Organize the necessary materials for the interview
• Understand the questions to be addressed
• Analyze the demographics of interviewees
• Select the interviewees
• Design the interview questions to gather sufficient information
• Schedule the interview
• Explain the purpose of the interview
• Analyze the interviewee based on his/her responses

Considerations for Research Interviews

Since the flexible nature of research interviews makes them an invaluable tool for data collection, researchers must consider certain factors to make the process effective. They should avoid bias and preconceived notion against the participants. Furthermore, researchers must comply with ethical considerations and respect the cultural differences between them and the participants. Also, they should ensure careful tailoring of the questions to avoid making them offensive or derogatory. The interviewers must respect the privacy of the participants and ensure the confidentiality of their details.

By ensuring due diligence of these considerations associated with research interviews, researchers can maximize the validity and reliability of the collected data, leading to robust and meaningful research outcomes.

Have you ever conducted a research interview? What was your experience? What factors did you consider when conducting a research interview? Share it with researchers worldwide by submitting your thought piece on Enago Academy’s Open Blogging Platform .

Frequently Asked Questions

• Identify the objectives of the interview • State and explain the purpose of the interview • Select an appropriate interview format • Organize the necessary materials for the Interview • Check the demographics of the participants • Select the Interviewees or the participants • Prepare the list of questions to gather maximum useful data from the participants • Schedule the Interview • Analyze the participant based on his/ her Responses

Interviews are important in research as it helps to gather elaborative first-hand information. It helps to draw conclusions from the non-verbal views and personal experiences. It reduces the ambiguity of data through detailed discussions.

The advantages of research interviews are: • It offers first-hand information • Offers detailed assessment which can result in elaborate conclusions • It is easy to conduct • Provides non-verbal cues The disadvantages of research interviews are: • There is a risk of personal bias • It can be time consuming • The outcomes might be unpredictable

The difference between structured and unstructured interview are: • Structured interviews have well-structured questions in a pre-determined order; while unstructured interviews are flexible and do not have a pre-planned set of questions. • Structured interview is more detailed; while unstructured interviews are exploratory in nature. • Structured interview is easier to replicate as compared to unstructured interview.

Focus groups is a group of multiple participants engaging in a facilitated discussion on a specific topic. This format allows for interaction and exchange of ideas among participants.

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Chapter 11. Interviewing

Introduction.

Interviewing people is at the heart of qualitative research. It is not merely a way to collect data but an intrinsically rewarding activity—an interaction between two people that holds the potential for greater understanding and interpersonal development. Unlike many of our daily interactions with others that are fairly shallow and mundane, sitting down with a person for an hour or two and really listening to what they have to say is a profound and deep enterprise, one that can provide not only “data” for you, the interviewer, but also self-understanding and a feeling of being heard for the interviewee. I always approach interviewing with a deep appreciation for the opportunity it gives me to understand how other people experience the world. That said, there is not one kind of interview but many, and some of these are shallower than others. This chapter will provide you with an overview of interview techniques but with a special focus on the in-depth semistructured interview guide approach, which is the approach most widely used in social science research.

An interview can be variously defined as “a conversation with a purpose” ( Lune and Berg 2018 ) and an attempt to understand the world from the point of view of the person being interviewed: “to unfold the meaning of peoples’ experiences, to uncover their lived world prior to scientific explanations” ( Kvale 2007 ). It is a form of active listening in which the interviewer steers the conversation to subjects and topics of interest to their research but also manages to leave enough space for those interviewed to say surprising things. Achieving that balance is a tricky thing, which is why most practitioners believe interviewing is both an art and a science. In my experience as a teacher, there are some students who are “natural” interviewers (often they are introverts), but anyone can learn to conduct interviews, and everyone, even those of us who have been doing this for years, can improve their interviewing skills. This might be a good time to highlight the fact that the interview is a product between interviewer and interviewee and that this product is only as good as the rapport established between the two participants. Active listening is the key to establishing this necessary rapport.

Patton ( 2002 ) makes the argument that we use interviews because there are certain things that are not observable. In particular, “we cannot observe feelings, thoughts, and intentions. We cannot observe behaviors that took place at some previous point in time. We cannot observe situations that preclude the presence of an observer. We cannot observe how people have organized the world and the meanings they attach to what goes on in the world. We have to ask people questions about those things” ( 341 ).

Types of Interviews

There are several distinct types of interviews. Imagine a continuum (figure 11.1). On one side are unstructured conversations—the kind you have with your friends. No one is in control of those conversations, and what you talk about is often random—whatever pops into your head. There is no secret, underlying purpose to your talking—if anything, the purpose is to talk to and engage with each other, and the words you use and the things you talk about are a little beside the point. An unstructured interview is a little like this informal conversation, except that one of the parties to the conversation (you, the researcher) does have an underlying purpose, and that is to understand the other person. You are not friends speaking for no purpose, but it might feel just as unstructured to the “interviewee” in this scenario. That is one side of the continuum. On the other side are fully structured and standardized survey-type questions asked face-to-face. Here it is very clear who is asking the questions and who is answering them. This doesn’t feel like a conversation at all! A lot of people new to interviewing have this ( erroneously !) in mind when they think about interviews as data collection. Somewhere in the middle of these two extreme cases is the “ semistructured” interview , in which the researcher uses an “interview guide” to gently move the conversation to certain topics and issues. This is the primary form of interviewing for qualitative social scientists and will be what I refer to as interviewing for the rest of this chapter, unless otherwise specified.

Informal (unstructured conversations). This is the most “open-ended” approach to interviewing. It is particularly useful in conjunction with observational methods (see chapters 13 and 14). There are no predetermined questions. Each interview will be different. Imagine you are researching the Oregon Country Fair, an annual event in Veneta, Oregon, that includes live music, artisan craft booths, face painting, and a lot of people walking through forest paths. It’s unlikely that you will be able to get a person to sit down with you and talk intensely about a set of questions for an hour and a half. But you might be able to sidle up to several people and engage with them about their experiences at the fair. You might have a general interest in what attracts people to these events, so you could start a conversation by asking strangers why they are here or why they come back every year. That’s it. Then you have a conversation that may lead you anywhere. Maybe one person tells a long story about how their parents brought them here when they were a kid. A second person talks about how this is better than Burning Man. A third person shares their favorite traveling band. And yet another enthuses about the public library in the woods. During your conversations, you also talk about a lot of other things—the weather, the utilikilts for sale, the fact that a favorite food booth has disappeared. It’s all good. You may not be able to record these conversations. Instead, you might jot down notes on the spot and then, when you have the time, write down as much as you can remember about the conversations in long fieldnotes. Later, you will have to sit down with these fieldnotes and try to make sense of all the information (see chapters 18 and 19).

Interview guide ( semistructured interview ). This is the primary type employed by social science qualitative researchers. The researcher creates an “interview guide” in advance, which she uses in every interview. In theory, every person interviewed is asked the same questions. In practice, every person interviewed is asked mostly the same topics but not always the same questions, as the whole point of a “guide” is that it guides the direction of the conversation but does not command it. The guide is typically between five and ten questions or question areas, sometimes with suggested follow-ups or prompts . For example, one question might be “What was it like growing up in Eastern Oregon?” with prompts such as “Did you live in a rural area? What kind of high school did you attend?” to help the conversation develop. These interviews generally take place in a quiet place (not a busy walkway during a festival) and are recorded. The recordings are transcribed, and those transcriptions then become the “data” that is analyzed (see chapters 18 and 19). The conventional length of one of these types of interviews is between one hour and two hours, optimally ninety minutes. Less than one hour doesn’t allow for much development of questions and thoughts, and two hours (or more) is a lot of time to ask someone to sit still and answer questions. If you have a lot of ground to cover, and the person is willing, I highly recommend two separate interview sessions, with the second session being slightly shorter than the first (e.g., ninety minutes the first day, sixty minutes the second). There are lots of good reasons for this, but the most compelling one is that this allows you to listen to the first day’s recording and catch anything interesting you might have missed in the moment and so develop follow-up questions that can probe further. This also allows the person being interviewed to have some time to think about the issues raised in the interview and go a little deeper with their answers.

Standardized questionnaire with open responses ( structured interview ). This is the type of interview a lot of people have in mind when they hear “interview”: a researcher comes to your door with a clipboard and proceeds to ask you a series of questions. These questions are all the same whoever answers the door; they are “standardized.” Both the wording and the exact order are important, as people’s responses may vary depending on how and when a question is asked. These are qualitative only in that the questions allow for “open-ended responses”: people can say whatever they want rather than select from a predetermined menu of responses. For example, a survey I collaborated on included this open-ended response question: “How does class affect one’s career success in sociology?” Some of the answers were simply one word long (e.g., “debt”), and others were long statements with stories and personal anecdotes. It is possible to be surprised by the responses. Although it’s a stretch to call this kind of questioning a conversation, it does allow the person answering the question some degree of freedom in how they answer.

Survey questionnaire with closed responses (not an interview!). Standardized survey questions with specific answer options (e.g., closed responses) are not really interviews at all, and they do not generate qualitative data. For example, if we included five options for the question “How does class affect one’s career success in sociology?”—(1) debt, (2) social networks, (3) alienation, (4) family doesn’t understand, (5) type of grad program—we leave no room for surprises at all. Instead, we would most likely look at patterns around these responses, thinking quantitatively rather than qualitatively (e.g., using regression analysis techniques, we might find that working-class sociologists were twice as likely to bring up alienation). It can sometimes be confusing for new students because the very same survey can include both closed-ended and open-ended questions. The key is to think about how these will be analyzed and to what level surprises are possible. If your plan is to turn all responses into a number and make predictions about correlations and relationships, you are no longer conducting qualitative research. This is true even if you are conducting this survey face-to-face with a real live human. Closed-response questions are not conversations of any kind, purposeful or not.

In summary, the semistructured interview guide approach is the predominant form of interviewing for social science qualitative researchers because it allows a high degree of freedom of responses from those interviewed (thus allowing for novel discoveries) while still maintaining some connection to a research question area or topic of interest. The rest of the chapter assumes the employment of this form.

Creating an Interview Guide

Your interview guide is the instrument used to bridge your research question(s) and what the people you are interviewing want to tell you. Unlike a standardized questionnaire, the questions actually asked do not need to be exactly what you have written down in your guide. The guide is meant to create space for those you are interviewing to talk about the phenomenon of interest, but sometimes you are not even sure what that phenomenon is until you start asking questions. A priority in creating an interview guide is to ensure it offers space. One of the worst mistakes is to create questions that are so specific that the person answering them will not stray. Relatedly, questions that sound “academic” will shut down a lot of respondents. A good interview guide invites respondents to talk about what is important to them, not feel like they are performing or being evaluated by you.

Good interview questions should not sound like your “research question” at all. For example, let’s say your research question is “How do patriarchal assumptions influence men’s understanding of climate change and responses to climate change?” It would be worse than unhelpful to ask a respondent, “How do your assumptions about the role of men affect your understanding of climate change?” You need to unpack this into manageable nuggets that pull your respondent into the area of interest without leading him anywhere. You could start by asking him what he thinks about climate change in general. Or, even better, whether he has any concerns about heatwaves or increased tornadoes or polar icecaps melting. Once he starts talking about that, you can ask follow-up questions that bring in issues around gendered roles, perhaps asking if he is married (to a woman) and whether his wife shares his thoughts and, if not, how they negotiate that difference. The fact is, you won’t really know the right questions to ask until he starts talking.

There are several distinct types of questions that can be used in your interview guide, either as main questions or as follow-up probes. If you remember that the point is to leave space for the respondent, you will craft a much more effective interview guide! You will also want to think about the place of time in both the questions themselves (past, present, future orientations) and the sequencing of the questions.

Researcher Note

Suggestion : As you read the next three sections (types of questions, temporality, question sequence), have in mind a particular research question, and try to draft questions and sequence them in a way that opens space for a discussion that helps you answer your research question.

Type of Questions

Experience and behavior questions ask about what a respondent does regularly (their behavior) or has done (their experience). These are relatively easy questions for people to answer because they appear more “factual” and less subjective. This makes them good opening questions. For the study on climate change above, you might ask, “Have you ever experienced an unusual weather event? What happened?” Or “You said you work outside? What is a typical summer workday like for you? How do you protect yourself from the heat?”

Opinion and values questions , in contrast, ask questions that get inside the minds of those you are interviewing. “Do you think climate change is real? Who or what is responsible for it?” are two such questions. Note that you don’t have to literally ask, “What is your opinion of X?” but you can find a way to ask the specific question relevant to the conversation you are having. These questions are a bit trickier to ask because the answers you get may depend in part on how your respondent perceives you and whether they want to please you or not. We’ve talked a fair amount about being reflective. Here is another place where this comes into play. You need to be aware of the effect your presence might have on the answers you are receiving and adjust accordingly. If you are a woman who is perceived as liberal asking a man who identifies as conservative about climate change, there is a lot of subtext that can be going on in the interview. There is no one right way to resolve this, but you must at least be aware of it.

Feeling questions are questions that ask respondents to draw on their emotional responses. It’s pretty common for academic researchers to forget that we have bodies and emotions, but people’s understandings of the world often operate at this affective level, sometimes unconsciously or barely consciously. It is a good idea to include questions that leave space for respondents to remember, imagine, or relive emotional responses to particular phenomena. “What was it like when you heard your cousin’s house burned down in that wildfire?” doesn’t explicitly use any emotion words, but it allows your respondent to remember what was probably a pretty emotional day. And if they respond emotionally neutral, that is pretty interesting data too. Note that asking someone “How do you feel about X” is not always going to evoke an emotional response, as they might simply turn around and respond with “I think that…” It is better to craft a question that actually pushes the respondent into the affective category. This might be a specific follow-up to an experience and behavior question —for example, “You just told me about your daily routine during the summer heat. Do you worry it is going to get worse?” or “Have you ever been afraid it will be too hot to get your work accomplished?”

Knowledge questions ask respondents what they actually know about something factual. We have to be careful when we ask these types of questions so that respondents do not feel like we are evaluating them (which would shut them down), but, for example, it is helpful to know when you are having a conversation about climate change that your respondent does in fact know that unusual weather events have increased and that these have been attributed to climate change! Asking these questions can set the stage for deeper questions and can ensure that the conversation makes the same kind of sense to both participants. For example, a conversation about political polarization can be put back on track once you realize that the respondent doesn’t really have a clear understanding that there are two parties in the US. Instead of asking a series of questions about Republicans and Democrats, you might shift your questions to talk more generally about political disagreements (e.g., “people against abortion”). And sometimes what you do want to know is the level of knowledge about a particular program or event (e.g., “Are you aware you can discharge your student loans through the Public Service Loan Forgiveness program?”).

Sensory questions call on all senses of the respondent to capture deeper responses. These are particularly helpful in sparking memory. “Think back to your childhood in Eastern Oregon. Describe the smells, the sounds…” Or you could use these questions to help a person access the full experience of a setting they customarily inhabit: “When you walk through the doors to your office building, what do you see? Hear? Smell?” As with feeling questions , these questions often supplement experience and behavior questions . They are another way of allowing your respondent to report fully and deeply rather than remain on the surface.

Creative questions employ illustrative examples, suggested scenarios, or simulations to get respondents to think more deeply about an issue, topic, or experience. There are many options here. In The Trouble with Passion , Erin Cech ( 2021 ) provides a scenario in which “Joe” is trying to decide whether to stay at his decent but boring computer job or follow his passion by opening a restaurant. She asks respondents, “What should Joe do?” Their answers illuminate the attraction of “passion” in job selection. In my own work, I have used a news story about an upwardly mobile young man who no longer has time to see his mother and sisters to probe respondents’ feelings about the costs of social mobility. Jessi Streib and Betsy Leondar-Wright have used single-page cartoon “scenes” to elicit evaluations of potential racial discrimination, sexual harassment, and classism. Barbara Sutton ( 2010 ) has employed lists of words (“strong,” “mother,” “victim”) on notecards she fans out and asks her female respondents to select and discuss.

Background/Demographic Questions

You most definitely will want to know more about the person you are interviewing in terms of conventional demographic information, such as age, race, gender identity, occupation, and educational attainment. These are not questions that normally open up inquiry. [1] For this reason, my practice has been to include a separate “demographic questionnaire” sheet that I ask each respondent to fill out at the conclusion of the interview. Only include those aspects that are relevant to your study. For example, if you are not exploring religion or religious affiliation, do not include questions about a person’s religion on the demographic sheet. See the example provided at the end of this chapter.

Temporality

Any type of question can have a past, present, or future orientation. For example, if you are asking a behavior question about workplace routine, you might ask the respondent to talk about past work, present work, and ideal (future) work. Similarly, if you want to understand how people cope with natural disasters, you might ask your respondent how they felt then during the wildfire and now in retrospect and whether and to what extent they have concerns for future wildfire disasters. It’s a relatively simple suggestion—don’t forget to ask about past, present, and future—but it can have a big impact on the quality of the responses you receive.

Question Sequence

Having a list of good questions or good question areas is not enough to make a good interview guide. You will want to pay attention to the order in which you ask your questions. Even though any one respondent can derail this order (perhaps by jumping to answer a question you haven’t yet asked), a good advance plan is always helpful. When thinking about sequence, remember that your goal is to get your respondent to open up to you and to say things that might surprise you. To establish rapport, it is best to start with nonthreatening questions. Asking about the present is often the safest place to begin, followed by the past (they have to know you a little bit to get there), and lastly, the future (talking about hopes and fears requires the most rapport). To allow for surprises, it is best to move from very general questions to more particular questions only later in the interview. This ensures that respondents have the freedom to bring up the topics that are relevant to them rather than feel like they are constrained to answer you narrowly. For example, refrain from asking about particular emotions until these have come up previously—don’t lead with them. Often, your more particular questions will emerge only during the course of the interview, tailored to what is emerging in conversation.

Once you have a set of questions, read through them aloud and imagine you are being asked the same questions. Does the set of questions have a natural flow? Would you be willing to answer the very first question to a total stranger? Does your sequence establish facts and experiences before moving on to opinions and values? Did you include prefatory statements, where necessary; transitions; and other announcements? These can be as simple as “Hey, we talked a lot about your experiences as a barista while in college.… Now I am turning to something completely different: how you managed friendships in college.” That is an abrupt transition, but it has been softened by your acknowledgment of that.

Probes and Flexibility

Once you have the interview guide, you will also want to leave room for probes and follow-up questions. As in the sample probe included here, you can write out the obvious probes and follow-up questions in advance. You might not need them, as your respondent might anticipate them and include full responses to the original question. Or you might need to tailor them to how your respondent answered the question. Some common probes and follow-up questions include asking for more details (When did that happen? Who else was there?), asking for elaboration (Could you say more about that?), asking for clarification (Does that mean what I think it means or something else? I understand what you mean, but someone else reading the transcript might not), and asking for contrast or comparison (How did this experience compare with last year’s event?). “Probing is a skill that comes from knowing what to look for in the interview, listening carefully to what is being said and what is not said, and being sensitive to the feedback needs of the person being interviewed” ( Patton 2002:374 ). It takes work! And energy. I and many other interviewers I know report feeling emotionally and even physically drained after conducting an interview. You are tasked with active listening and rearranging your interview guide as needed on the fly. If you only ask the questions written down in your interview guide with no deviations, you are doing it wrong. [2]

The Final Question

Every interview guide should include a very open-ended final question that allows for the respondent to say whatever it is they have been dying to tell you but you’ve forgotten to ask. About half the time they are tired too and will tell you they have nothing else to say. But incredibly, some of the most honest and complete responses take place here, at the end of a long interview. You have to realize that the person being interviewed is often discovering things about themselves as they talk to you and that this process of discovery can lead to new insights for them. Making space at the end is therefore crucial. Be sure you convey that you actually do want them to tell you more, that the offer of “anything else?” is not read as an empty convention where the polite response is no. Here is where you can pull from that active listening and tailor the final question to the particular person. For example, “I’ve asked you a lot of questions about what it was like to live through that wildfire. I’m wondering if there is anything I’ve forgotten to ask, especially because I haven’t had that experience myself” is a much more inviting final question than “Great. Anything you want to add?” It’s also helpful to convey to the person that you have the time to listen to their full answer, even if the allotted time is at the end. After all, there are no more questions to ask, so the respondent knows exactly how much time is left. Do them the courtesy of listening to them!

Conducting the Interview

Once you have your interview guide, you are on your way to conducting your first interview. I always practice my interview guide with a friend or family member. I do this even when the questions don’t make perfect sense for them, as it still helps me realize which questions make no sense, are poorly worded (too academic), or don’t follow sequentially. I also practice the routine I will use for interviewing, which goes something like this:

• Introduce myself and reintroduce the study
• Provide consent form and ask them to sign and retain/return copy
• Ask if they have any questions about the study before we begin
• Ask if I can begin recording
• Ask questions (from interview guide)
• Turn off the recording device
• Ask if they are willing to fill out my demographic questionnaire
• Collect questionnaire and, without looking at the answers, place in same folder as signed consent form
• Thank them and depart

A note on remote interviewing: Interviews have traditionally been conducted face-to-face in a private or quiet public setting. You don’t want a lot of background noise, as this will make transcriptions difficult. During the recent global pandemic, many interviewers, myself included, learned the benefits of interviewing remotely. Although face-to-face is still preferable for many reasons, Zoom interviewing is not a bad alternative, and it does allow more interviews across great distances. Zoom also includes automatic transcription, which significantly cuts down on the time it normally takes to convert our conversations into “data” to be analyzed. These automatic transcriptions are not perfect, however, and you will still need to listen to the recording and clarify and clean up the transcription. Nor do automatic transcriptions include notations of body language or change of tone, which you may want to include. When interviewing remotely, you will want to collect the consent form before you meet: ask them to read, sign, and return it as an email attachment. I think it is better to ask for the demographic questionnaire after the interview, but because some respondents may never return it then, it is probably best to ask for this at the same time as the consent form, in advance of the interview.

What should you bring to the interview? I would recommend bringing two copies of the consent form (one for you and one for the respondent), a demographic questionnaire, a manila folder in which to place the signed consent form and filled-out demographic questionnaire, a printed copy of your interview guide (I print with three-inch right margins so I can jot down notes on the page next to relevant questions), a pen, a recording device, and water.

After the interview, you will want to secure the signed consent form in a locked filing cabinet (if in print) or a password-protected folder on your computer. Using Excel or a similar program that allows tables/spreadsheets, create an identifying number for your interview that links to the consent form without using the name of your respondent. For example, let’s say that I conduct interviews with US politicians, and the first person I meet with is George W. Bush. I will assign the transcription the number “INT#001” and add it to the signed consent form. [3] The signed consent form goes into a locked filing cabinet, and I never use the name “George W. Bush” again. I take the information from the demographic sheet, open my Excel spreadsheet, and add the relevant information in separate columns for the row INT#001: White, male, Republican. When I interview Bill Clinton as my second interview, I include a second row: INT#002: White, male, Democrat. And so on. The only link to the actual name of the respondent and this information is the fact that the consent form (unavailable to anyone but me) has stamped on it the interview number.

Many students get very nervous before their first interview. Actually, many of us are always nervous before the interview! But do not worry—this is normal, and it does pass. Chances are, you will be pleasantly surprised at how comfortable it begins to feel. These “purposeful conversations” are often a delight for both participants. This is not to say that sometimes things go wrong. I often have my students practice several “bad scenarios” (e.g., a respondent that you cannot get to open up; a respondent who is too talkative and dominates the conversation, steering it away from the topics you are interested in; emotions that completely take over; or shocking disclosures you are ill-prepared to handle), but most of the time, things go quite well. Be prepared for the unexpected, but know that the reason interviews are so popular as a technique of data collection is that they are usually richly rewarding for both participants.

One thing that I stress to my methods students and remind myself about is that interviews are still conversations between people. If there’s something you might feel uncomfortable asking someone about in a “normal” conversation, you will likely also feel a bit of discomfort asking it in an interview. Maybe more importantly, your respondent may feel uncomfortable. Social research—especially about inequality—can be uncomfortable. And it’s easy to slip into an abstract, intellectualized, or removed perspective as an interviewer. This is one reason trying out interview questions is important. Another is that sometimes the question sounds good in your head but doesn’t work as well out loud in practice. I learned this the hard way when a respondent asked me how I would answer the question I had just posed, and I realized that not only did I not really know how I would answer it, but I also wasn’t quite as sure I knew what I was asking as I had thought.

—Elizabeth M. Lee, Associate Professor of Sociology at Saint Joseph’s University, author of Class and Campus Life , and co-author of Geographies of Campus Inequality

How Many Interviews?

Your research design has included a targeted number of interviews and a recruitment plan (see chapter 5). Follow your plan, but remember that “ saturation ” is your goal. You interview as many people as you can until you reach a point at which you are no longer surprised by what they tell you. This means not that no one after your first twenty interviews will have surprising, interesting stories to tell you but rather that the picture you are forming about the phenomenon of interest to you from a research perspective has come into focus, and none of the interviews are substantially refocusing that picture. That is when you should stop collecting interviews. Note that to know when you have reached this, you will need to read your transcripts as you go. More about this in chapters 18 and 19.

Your Final Product: The Ideal Interview Transcript

A good interview transcript will demonstrate a subtly controlled conversation by the skillful interviewer. In general, you want to see replies that are about one paragraph long, not short sentences and not running on for several pages. Although it is sometimes necessary to follow respondents down tangents, it is also often necessary to pull them back to the questions that form the basis of your research study. This is not really a free conversation, although it may feel like that to the person you are interviewing.

Final Tips from an Interview Master

Annette Lareau is arguably one of the masters of the trade. In Listening to People , she provides several guidelines for good interviews and then offers a detailed example of an interview gone wrong and how it could be addressed (please see the “Further Readings” at the end of this chapter). Here is an abbreviated version of her set of guidelines: (1) interview respondents who are experts on the subjects of most interest to you (as a corollary, don’t ask people about things they don’t know); (2) listen carefully and talk as little as possible; (3) keep in mind what you want to know and why you want to know it; (4) be a proactive interviewer (subtly guide the conversation); (5) assure respondents that there aren’t any right or wrong answers; (6) use the respondent’s own words to probe further (this both allows you to accurately identify what you heard and pushes the respondent to explain further); (7) reuse effective probes (don’t reinvent the wheel as you go—if repeating the words back works, do it again and again); (8) focus on learning the subjective meanings that events or experiences have for a respondent; (9) don’t be afraid to ask a question that draws on your own knowledge (unlike trial lawyers who are trained never to ask a question for which they don’t already know the answer, sometimes it’s worth it to ask risky questions based on your hypotheses or just plain hunches); (10) keep thinking while you are listening (so difficult…and important); (11) return to a theme raised by a respondent if you want further information; (12) be mindful of power inequalities (and never ever coerce a respondent to continue the interview if they want out); (13) take control with overly talkative respondents; (14) expect overly succinct responses, and develop strategies for probing further; (15) balance digging deep and moving on; (16) develop a plan to deflect questions (e.g., let them know you are happy to answer any questions at the end of the interview, but you don’t want to take time away from them now); and at the end, (17) check to see whether you have asked all your questions. You don’t always have to ask everyone the same set of questions, but if there is a big area you have forgotten to cover, now is the time to recover ( Lareau 2021:93–103 ).

Sample: Demographic Questionnaire

ASA Taskforce on First-Generation and Working-Class Persons in Sociology – Class Effects on Career Success

Supplementary Demographic Questionnaire

Thank you for your participation in this interview project. We would like to collect a few pieces of key demographic information from you to supplement our analyses. Your answers to these questions will be kept confidential and stored by ID number. All of your responses here are entirely voluntary!

What best captures your race/ethnicity? (please check any/all that apply)

• White (Non Hispanic/Latina/o/x)
• Black or African American
• Hispanic, Latino/a/x of Spanish
• Asian or Asian American
• American Indian or Alaska Native
• Middle Eastern or North African
• Native Hawaiian or Pacific Islander
• Other : (Please write in: ________________)

What is your current position?

• Grad Student
• Full Professor

Please check any and all of the following that apply to you:

• I identify as a working-class academic
• I was the first in my family to graduate from college
• I grew up poor

What best reflects your gender?

• Transgender female/Transgender woman
• Transgender male/Transgender man
• Gender queer/ Gender nonconforming

Anything else you would like us to know about you?

Example: Interview Guide

In this example, follow-up prompts are italicized.  Note the sequence of questions.  That second question often elicits an entire life history , answering several later questions in advance.

Introduction Script/Question

Thank you for participating in our survey of ASA members who identify as first-generation or working-class.  As you may have heard, ASA has sponsored a taskforce on first-generation and working-class persons in sociology and we are interested in hearing from those who so identify.  Your participation in this interview will help advance our knowledge in this area.

• The first thing we would like to as you is why you have volunteered to be part of this study? What does it mean to you be first-gen or working class?  Why were you willing to be interviewed?
• How did you decide to become a sociologist?
• Can you tell me a little bit about where you grew up? ( prompts: what did your parent(s) do for a living?  What kind of high school did you attend?)
• Has this identity been salient to your experience? (how? How much?)
• How welcoming was your grad program? Your first academic employer?
• Why did you decide to pursue sociology at the graduate level?
• Did you experience culture shock in college? In graduate school?
• Has your FGWC status shaped how you’ve thought about where you went to school? debt? etc?
• Were you mentored? How did this work (not work)?  How might it?
• What did you consider when deciding where to go to grad school? Where to apply for your first position?
• What, to you, is a mark of career success? Have you achieved that success?  What has helped or hindered your pursuit of success?
• Do you think sociology, as a field, cares about prestige?
• Let’s talk a little bit about intersectionality. How does being first-gen/working class work alongside other identities that are important to you?
• What do your friends and family think about your career? Have you had any difficulty relating to family members or past friends since becoming highly educated?
• Do you have any debt from college/grad school? Are you concerned about this?  Could you explain more about how you paid for college/grad school?  (here, include assistance from family, fellowships, scholarships, etc.)
• (You’ve mentioned issues or obstacles you had because of your background.) What could have helped?  Or, who or what did? Can you think of fortuitous moments in your career?
• Do you have any regrets about the path you took?
• Is there anything else you would like to add? Anything that the Taskforce should take note of, that we did not ask you about here?

Further Readings

Britten, Nicky. 1995. “Qualitative Interviews in Medical Research.” BMJ: British Medical Journal 31(6999):251–253. A good basic overview of interviewing particularly useful for students of public health and medical research generally.

Corbin, Juliet, and Janice M. Morse. 2003. “The Unstructured Interactive Interview: Issues of Reciprocity and Risks When Dealing with Sensitive Topics.” Qualitative Inquiry 9(3):335–354. Weighs the potential benefits and harms of conducting interviews on topics that may cause emotional distress. Argues that the researcher’s skills and code of ethics should ensure that the interviewing process provides more of a benefit to both participant and researcher than a harm to the former.

Gerson, Kathleen, and Sarah Damaske. 2020. The Science and Art of Interviewing . New York: Oxford University Press. A useful guidebook/textbook for both undergraduates and graduate students, written by sociologists.

Kvale, Steiner. 2007. Doing Interviews . London: SAGE. An easy-to-follow guide to conducting and analyzing interviews by psychologists.

Lamont, Michèle, and Ann Swidler. 2014. “Methodological Pluralism and the Possibilities and Limits of Interviewing.” Qualitative Sociology 37(2):153–171. Written as a response to various debates surrounding the relative value of interview-based studies and ethnographic studies defending the particular strengths of interviewing. This is a must-read article for anyone seriously engaging in qualitative research!

Pugh, Allison J. 2013. “What Good Are Interviews for Thinking about Culture? Demystifying Interpretive Analysis.” American Journal of Cultural Sociology 1(1):42–68. Another defense of interviewing written against those who champion ethnographic methods as superior, particularly in the area of studying culture. A classic.

Rapley, Timothy John. 2001. “The ‘Artfulness’ of Open-Ended Interviewing: Some considerations in analyzing interviews.” Qualitative Research 1(3):303–323. Argues for the importance of “local context” of data production (the relationship built between interviewer and interviewee, for example) in properly analyzing interview data.

Weiss, Robert S. 1995. Learning from Strangers: The Art and Method of Qualitative Interview Studies . New York: Simon and Schuster. A classic and well-regarded textbook on interviewing. Because Weiss has extensive experience conducting surveys, he contrasts the qualitative interview with the survey questionnaire well; particularly useful for those trained in the latter.

• I say “normally” because how people understand their various identities can itself be an expansive topic of inquiry. Here, I am merely talking about collecting otherwise unexamined demographic data, similar to how we ask people to check boxes on surveys. ↵
• Again, this applies to “semistructured in-depth interviewing.” When conducting standardized questionnaires, you will want to ask each question exactly as written, without deviations! ↵
• I always include “INT” in the number because I sometimes have other kinds of data with their own numbering: FG#001 would mean the first focus group, for example. I also always include three-digit spaces, as this allows for up to 999 interviews (or, more realistically, allows for me to interview up to one hundred persons without having to reset my numbering system). ↵

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 .

A document listing key questions and question areas for use during an interview.  It is used most often for semi-structured interviews.  A good interview guide may have no more than ten primary questions for two hours of interviewing, but these ten questions will be supplemented by probes and relevant follow-ups throughout the interview.  Most IRBs require the inclusion of the interview guide in applications for review.  See also interview and  semi-structured interview .

A data-collection method that relies on casual, conversational, and informal interviewing.  Despite its apparent conversational nature, the researcher usually has a set of particular questions or question areas in mind but allows the interview to unfold spontaneously.  This is a common data-collection technique among ethnographers.  Compare to the semi-structured or in-depth interview .

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 .

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 .

Follow-up questions used in a semi-structured interview  to elicit further elaboration.  Suggested prompts can be included in the interview guide  to be used/deployed depending on how the initial question was answered or if the topic of the prompt does not emerge spontaneously.

A form of interview that follows a strict set of questions, asked in a particular order, for all interview subjects.  The questions are also the kind that elicits short answers, and the data is more “informative” than probing.  This is often used in mixed-methods studies, accompanying a survey instrument.  Because there is no room for nuance or the exploration of meaning in structured interviews, qualitative researchers tend to employ semi-structured interviews instead.  See also interview.

The point at which you can conclude data collection because every person you are interviewing, the interaction you are observing, or content you are analyzing merely confirms what you have already noted.  Achieving saturation is often used as the justification for the final sample size.

An interview variant in which a person’s life story is elicited in a narrative form.  Turning points and key themes are established by the researcher and used as data points for further analysis.

Introduction to Qualitative Research Methods Copyright © 2023 by Allison Hurst is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License , except where otherwise noted.

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Research Methods Guide: Interview Research

• Introduction
• Research Design & Method
• Survey Research
• Data Analysis
• Resources & Consultation

Tutorial Videos: Interview Method

Interview as a Method for Qualitative Research

Goals of Interview Research

• Preferences
• They help you explain, better understand, and explore research subjects' opinions, behavior, experiences, phenomenon, etc.
• Interview questions are usually open-ended questions so that in-depth information will be collected.

Mode of Data Collection

There are several types of interviews, including:

• Face-to-Face
• Online (e.g. Skype, Googlehangout, etc)

FAQ: Conducting Interview Research

What are the important steps involved in interviews?

• Think about who you will interview
• Think about what kind of information you want to obtain from interviews
• Think about why you want to pursue in-depth information around your research topic
• Introduce yourself and explain the aim of the interview
• Devise your questions so interviewees can help answer your research question
• Have a sequence to your questions / topics by grouping them in themes
• Make sure you can easily move back and forth between questions / topics
• Make sure your questions are clear and easy to understand
• Do not ask leading questions
• Do you want to bring a second interviewer with you?
• Do you want to bring a notetaker?
• Do you want to record interviews? If so, do you have time to transcribe interview recordings?
• Where will you interview people? Where is the setting with the least distraction?
• How long will each interview take?
• Do you need to address terms of confidentiality?

Do I have to choose either a survey or interviewing method?

No.  In fact, many researchers use a mixed method - interviews can be useful as follow-up to certain respondents to surveys, e.g., to further investigate their responses.

Is training an interviewer important?

Yes, since the interviewer can control the quality of the result, training the interviewer becomes crucial.  If more than one interviewers are involved in your study, it is important to have every interviewer understand the interviewing procedure and rehearse the interviewing process before beginning the formal study.

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How to carry out great interviews in qualitative research.

11 min read An interview is one of the most versatile methods used in qualitative research. Here’s what you need to know about conducting great qualitative interviews.

What is a qualitative research interview?

Qualitative research interviews are a mainstay among q ualitative research techniques, and have been in use for decades either as a primary data collection method or as an adjunct to a wider research process. A qualitative research interview is a one-to-one data collection session between a researcher and a participant. Interviews may be carried out face-to-face, over the phone or via video call using a service like Skype or Zoom.

There are three main types of qualitative research interview – structured, unstructured or semi-structured.

• Structured interviews Structured interviews are based around a schedule of predetermined questions and talking points that the researcher has developed. At their most rigid, structured interviews may have a precise wording and question order, meaning that they can be replicated across many different interviewers and participants with relatively consistent results.
• Unstructured interviews Unstructured interviews have no predetermined format, although that doesn’t mean they’re ad hoc or unplanned. An unstructured interview may outwardly resemble a normal conversation, but the interviewer will in fact be working carefully to make sure the right topics are addressed during the interaction while putting the participant at ease with a natural manner.
• Semi-structured interviews Semi-structured interviews are the most common type of qualitative research interview, combining the informality and rapport of an unstructured interview with the consistency and replicability of a structured interview. The researcher will come prepared with questions and topics, but will not need to stick to precise wording. This blended approach can work well for in-depth interviews.

Free eBook: The qualitative research design handbook

What are the pros and cons of interviews in qualitative research?

As a qualitative research method interviewing is hard to beat, with applications in social research, market research, and even basic and clinical pharmacy. But like any aspect of the research process, it’s not without its limitations. Before choosing qualitative interviewing as your research method, it’s worth weighing up the pros and cons.

Pros of qualitative interviews:

• provide in-depth information and context
• can be used effectively when their are low numbers of participants
• provide an opportunity to discuss and explain questions
• useful for complex topics
• rich in data – in the case of in-person or video interviews , the researcher can observe body language and facial expression as well as the answers to questions

Cons of qualitative interviews:

• can be time-consuming to carry out
• costly when compared to some other research methods
• because of time and cost constraints, they often limit you to a small number of participants
• difficult to standardize your data across different researchers and participants unless the interviews are very tightly structured
• As the Open University of Hong Kong notes, qualitative interviews may take an emotional toll on interviewers

Qualitative interview guides

Semi-structured interviews are based on a qualitative interview guide, which acts as a road map for the researcher. While conducting interviews, the researcher can use the interview guide to help them stay focused on their research questions and make sure they cover all the topics they intend to.

An interview guide may include a list of questions written out in full, or it may be a set of bullet points grouped around particular topics. It can prompt the interviewer to dig deeper and ask probing questions during the interview if appropriate.

Consider writing out the project’s research question at the top of your interview guide, ahead of the interview questions. This may help you steer the interview in the right direction if it threatens to head off on a tangent.

Avoid bias in qualitative research interviews

According to Duke University , bias can create significant problems in your qualitative interview.

• Acquiescence bias is common to many qualitative methods, including focus groups. It occurs when the participant feels obliged to say what they think the researcher wants to hear. This can be especially problematic when there is a perceived power imbalance between participant and interviewer. To counteract this, Duke University’s experts recommend emphasizing the participant’s expertise in the subject being discussed, and the value of their contributions.
• Interviewer bias is when the interviewer’s own feelings about the topic come to light through hand gestures, facial expressions or turns of phrase. Duke’s recommendation is to stick to scripted phrases where this is an issue, and to make sure researchers become very familiar with the interview guide or script before conducting interviews, so that they can hone their delivery.

What kinds of questions should you ask in a qualitative interview?

The interview questions you ask need to be carefully considered both before and during the data collection process. As well as considering the topics you’ll cover, you will need to think carefully about the way you ask questions.

Open-ended interview questions – which cannot be answered with a ‘yes’ ‘no’ or ‘maybe’ – are recommended by many researchers as a way to pursue in depth information.

An example of an open-ended question is “What made you want to move to the East Coast?” This will prompt the participant to consider different factors and select at least one. Having thought about it carefully, they may give you more detailed information about their reasoning.

A closed-ended question , such as “Would you recommend your neighborhood to a friend?” can be answered without too much deliberation, and without giving much information about personal thoughts, opinions and feelings.

Follow-up questions can be used to delve deeper into the research topic and to get more detail from open-ended questions. Examples of follow-up questions include:

• What makes you say that?
• What do you mean by that?
• Can you tell me more about X?
• What did/does that mean to you?

As well as avoiding closed-ended questions, be wary of leading questions. As with other qualitative research techniques such as surveys or focus groups, these can introduce bias in your data. Leading questions presume a certain point of view shared by the interviewer and participant, and may even suggest a foregone conclusion.

An example of a leading question might be: “You moved to New York in 1990, didn’t you?” In answering the question, the participant is much more likely to agree than disagree. This may be down to acquiescence bias or a belief that the interviewer has checked the information and already knows the correct answer.

Other leading questions involve adjectival phrases or other wording that introduces negative or positive connotations about a particular topic. An example of this kind of leading question is: “Many employees dislike wearing masks to work. How do you feel about this?” It presumes a positive opinion and the participant may be swayed by it, or not want to contradict the interviewer.

Harvard University’s guidelines for qualitative interview research add that you shouldn’t be afraid to ask embarrassing questions – “if you don’t ask, they won’t tell.” Bear in mind though that too much probing around sensitive topics may cause the interview participant to withdraw. The Harvard guidelines recommend leaving sensitive questions til the later stages of the interview when a rapport has been established.

More tips for conducting qualitative interviews

Observing a participant’s body language can give you important data about their thoughts and feelings. It can also help you decide when to broach a topic, and whether to use a follow-up question or return to the subject later in the interview.

Be conscious that the participant may regard you as the expert, not themselves. In order to make sure they express their opinions openly, use active listening skills like verbal encouragement and paraphrasing and clarifying their meaning to show how much you value what they are saying.

Remember that part of the goal is to leave the interview participant feeling good about volunteering their time and their thought process to your research. Aim to make them feel empowered , respected and heard.

Unstructured interviews can demand a lot of a researcher, both cognitively and emotionally. Be sure to leave time in between in-depth interviews when scheduling your data collection to make sure you maintain the quality of your data, as well as your own well-being .

Recording and transcribing interviews

Historically, recording qualitative research interviews and then transcribing the conversation manually would have represented a significant part of the cost and time involved in research projects that collect qualitative data.

Fortunately, researchers now have access to digital recording tools, and even speech-to-text technology that can automatically transcribe interview data using AI and machine learning. This type of tool can also be used to capture qualitative data from qualitative research (focus groups,ect.) making this kind of social research or market research much less time consuming.

Data analysis

Qualitative interview data is unstructured, rich in content and difficult to analyze without the appropriate tools. Fortunately, machine learning and AI can once again make things faster and easier when you use qualitative methods like the research interview.

Text analysis tools and natural language processing software can ‘read’ your transcripts and voice data and identify patterns and trends across large volumes of text or speech. They can also perform khttps://www.qualtrics.com/experience-management/research/sentiment-analysis/

which assesses overall trends in opinion and provides an unbiased overall summary of how participants are feeling.

Another feature of text analysis tools is their ability to categorize information by topic, sorting it into groupings that help you organize your data according to the topic discussed.

All in all, interviews are a valuable technique for qualitative research in business, yielding rich and detailed unstructured data. Historically, they have only been limited by the human capacity to interpret and communicate results and conclusions, which demands considerable time and skill.

When you combine this data with AI tools that can interpret it quickly and automatically, it becomes easy to analyze and structure, dovetailing perfectly with your other business data. An additional benefit of natural language analysis tools is that they are free of subjective biases, and can replicate the same approach across as much data as you choose. By combining human research skills with machine analysis, qualitative research methods such as interviews are more valuable than ever to your business.

Related resources

Market intelligence 10 min read, marketing insights 11 min read, ethnographic research 11 min read, qualitative vs quantitative research 13 min read, qualitative research questions 11 min read, qualitative research design 12 min read, primary vs secondary research 14 min read, request demo.

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How to conduct qualitative interviews (tips and best practices)

Last updated

18 May 2023

Reviewed by

Miroslav Damyanov

However, conducting qualitative interviews can be challenging, even for seasoned researchers. Poorly conducted interviews can lead to inaccurate or incomplete data, significantly compromising the validity and reliability of your research findings.

When planning to conduct qualitative interviews, you must adequately prepare yourself to get the most out of your data. Fortunately, there are specific tips and best practices that can help you conduct qualitative interviews effectively.

• What is a qualitative interview?

A qualitative interview is a research technique used to gather in-depth information about people's experiences, attitudes, beliefs, and perceptions. Unlike a structured questionnaire or survey, a qualitative interview is a flexible, conversational approach that allows the interviewer to delve into the interviewee's responses and explore their insights and experiences.

In a qualitative interview, the researcher typically develops a set of open-ended questions that provide a framework for the conversation. However, the interviewer can also adapt to the interviewee's responses and ask follow-up questions to understand their experiences and views better.

• How to conduct interviews in qualitative research

Conducting interviews involves a well-planned and deliberate process to collect accurate and valid data. 

Here’s a step-by-step guide on how to conduct interviews in qualitative research, broken down into three stages:

1. Before the interview

The first step in conducting a qualitative interview is determining your research question . This will help you identify the type of participants you need to recruit . Once you have your research question, you can start recruiting participants by identifying potential candidates and contacting them to gauge their interest in participating in the study. 

After that, it's time to develop your interview questions. These should be open-ended questions that will elicit detailed responses from participants. You'll also need to get consent from the participants, ideally in writing, to ensure that they understand the purpose of the study and their rights as participants. Finally, choose a comfortable and private location to conduct the interview and prepare the interview guide.

2. During the interview

Start by introducing yourself and explaining the purpose of the study. Establish a rapport by putting the participants at ease and making them feel comfortable. Use the interview guide to ask the questions, but be flexible and ask follow-up questions to gain more insight into the participants' responses. 

Take notes during the interview, and ask permission to record the interview for transcription purposes. Be mindful of the time, and cover all the questions in the interview guide.

3. After the interview

Once the interview is over, transcribe the interview if you recorded it. If you took notes, review and organize them to make sure you capture all the important information. Then, analyze the data you collected by identifying common themes and patterns. Use the findings to answer your research question. 

Finally, debrief with the participants to thank them for their time, provide feedback on the study, and answer any questions they may have.

• What kinds of questions should you ask in a qualitative interview?

Qualitative interviews involve asking questions that encourage participants to share their experiences, opinions, and perspectives on a particular topic. These questions are designed to elicit detailed and nuanced responses rather than simple yes or no answers.

Effective questions in a qualitative interview are generally open-ended and non-leading. They avoid presuppositions or assumptions about the participant's experience and allow them to share their views in their own words. 

In customer research , you might ask questions such as:

What motivated you to choose our product/service over our competitors?

How did you first learn about our product/service?

Can you walk me through your experience with our product/service?

What improvements or changes would you suggest for our product/service?

Have you recommended our product/service to others, and if so, why?

The key is to ask questions relevant to the research topic and allow participants to share their experiences meaningfully and informally. 

• How to determine the right qualitative interview participants

Choosing the right participants for a qualitative interview is a crucial step in ensuring the success and validity of the research . You need to consider several factors to determine the right participants for a qualitative interview. These may include:

Relevant experiences : Participants should have experiences related to the research topic that can provide valuable insights.

Diversity : Aim to include diverse participants to ensure the study's findings are representative and inclusive.

Access : Identify participants who are accessible and willing to participate in the study.

Informed consent : Participants should be fully informed about the study's purpose, methods, and potential risks and benefits and be allowed to provide informed consent.

You can use various recruitment methods, such as posting ads in relevant forums, contacting community organizations or social media groups, or using purposive sampling to identify participants who meet specific criteria.

• How to make qualitative interview subjects comfortable

Making participants comfortable during a qualitative interview is essential to obtain rich, detailed data. Participants are more likely to share their experiences openly when they feel at ease and not judged. 

Here are some ways to make interview subjects comfortable:

Explain the purpose of the study

Start the interview by explaining the research topic and its importance. The goal is to give participants a sense of what to expect.

Create a comfortable environment

Conduct the interview in a quiet, private space where the participant feels comfortable. Turn off any unnecessary electronics that can create distractions. Ensure your equipment works well ahead of time. Arrive at the interview on time. If you conduct a remote interview, turn on your camera and mute all notetakers and observers.

Build rapport

Greet the participant warmly and introduce yourself. Show interest in their responses and thank them for their time.

Use open-ended questions

Ask questions that encourage participants to elaborate on their thoughts and experiences.

Listen attentively

Resist the urge to multitask . Pay attention to the participant's responses, nod your head, or make supportive comments to show you’re interested in their answers. Avoid interrupting them.

Avoid judgment

Show respect and don't judge the participant's views or experiences. Allow the participant to speak freely without feeling judged or ridiculed.

Offer breaks

If needed, offer breaks during the interview, especially if the topic is sensitive or emotional.

Creating a comfortable environment and establishing rapport with the participant fosters an atmosphere of trust and encourages open communication. This helps participants feel at ease and willing to share their experiences.

• How to analyze a qualitative interview

Analyzing a qualitative interview involves a systematic process of examining the data collected to identify patterns, themes, and meanings that emerge from the responses. 

Here are some steps on how to analyze a qualitative interview:

1. Transcription

The first step is transcribing the interview into text format to have a written record of the conversation. This step is essential to ensure that you can refer back to the interview data and identify the important aspects of the interview.

2. Data reduction

Once you’ve transcribed the interview, read through it to identify key themes, patterns, and phrases emerging from the data. This process involves reducing the data into more manageable pieces you can easily analyze.

The next step is to code the data by labeling sections of the text with descriptive words or phrases that reflect the data's content. Coding helps identify key themes and patterns from the interview data.

4. Categorization

After coding, you should group the codes into categories based on their similarities. This process helps to identify overarching themes or sub-themes that emerge from the data.

5. Interpretation

You should then interpret the themes and sub-themes by identifying relationships, contradictions, and meanings that emerge from the data. Interpretation involves analyzing the themes in the context of the research question .

6. Comparison

The next step is comparing the data across participants or groups to identify similarities and differences. This step helps to ensure that the findings aren’t just specific to one participant but can be generalized to the wider population.

7. Triangulation

To ensure the findings are valid and reliable, you should use triangulation by comparing the findings with other sources, such as observations or interview data.

8. Synthesis

The final step is synthesizing the findings by summarizing the key themes and presenting them clearly and concisely. This step involves writing a report that presents the findings in a way that is easy to understand, using quotes and examples from the interview data to illustrate the themes.

• Tips for transcribing a qualitative interview

Transcribing a qualitative interview is a crucial step in the research process. It involves converting the audio or video recording of the interview into written text. 

Here are some tips for transcribing a qualitative interview:

Use transcription software

Transcription software can save time and increase accuracy by automatically transcribing audio or video recordings.

Listen carefully

When manually transcribing, listen carefully to the recording to ensure clarity. Pause and rewind the recording as necessary.

Use appropriate formatting

Use a consistent format for transcribing, such as marking pauses, overlaps, and interruptions. Indicate non-verbal cues such as laughter, sighs, or changes in tone.

Edit for clarity

Edit the transcription to ensure clarity and readability. Use standard grammar and punctuation, correct misspellings, and remove filler words like "um" and "ah."

Proofread and edit

Verify the accuracy of the transcription by listening to the recording again and reviewing the notes taken during the interview.

Use timestamps

Add timestamps to the transcription to reference specific interview sections.

Transcribing a qualitative interview can be time-consuming, but it’s essential to ensure the accuracy of the data collected. Following these tips can produce high-quality transcriptions useful for analysis and reporting.

• Why are interview techniques in qualitative research effective?

Unlike quantitative research methods, which rely on numerical data, qualitative research seeks to understand the richness and complexity of human experiences and perspectives. 

Interview techniques involve asking open-ended questions that allow participants to express their views and share their stories in their own words. This approach can help researchers to uncover unexpected or surprising insights that may not have been discovered through other research methods.

Interview techniques also allow researchers to establish rapport with participants, creating a comfortable and safe space for them to share their experiences. This can lead to a deeper level of trust and candor, leading to more honest and authentic responses.

• What are the weaknesses of qualitative interviews?

Qualitative interviews are an excellent research approach when used properly, but they have their drawbacks. 

The weaknesses of qualitative interviews include the following:

Subjectivity and personal biases

Qualitative interviews rely on the researcher's interpretation of the interviewee's responses. The researcher's biases or preconceptions can affect how the questions are framed and how the responses are interpreted, which can influence results.

Small sample size

The sample size in qualitative interviews is often small, which can limit the generalizability of the results to the larger population.

Data quality

The quality of data collected during interviews can be affected by various factors, such as the interviewee's mood, the setting of the interview, and the interviewer's skills and experience.

Socially desirable responses

Interviewees may provide responses that they believe are socially acceptable rather than truthful or genuine.

Conducting qualitative interviews can be expensive, especially if the researcher must travel to different locations to conduct the interviews.

Time-consuming

The data analysis process can be time-consuming and labor-intensive, as researchers need to transcribe and analyze the data manually.

Despite these weaknesses, qualitative interviews remain a valuable research tool . You can take steps to mitigate the impact of these weaknesses by incorporating the perspectives of other researchers or participants in the analysis process, using multiple data sources , and critically analyzing your biases and assumptions.

Mastering the art of qualitative interviews is an essential skill for businesses looking to gain deep insights into their customers' needs , preferences, and behaviors. By following the tips and best practices outlined in this article, you can conduct interviews that provide you with rich data that you can use to make informed decisions about your products, services, and marketing strategies. 

Remember that effective communication, active listening, and proper analysis are critical components of successful qualitative interviews. By incorporating these practices into your customer research, you can gain a competitive edge and build stronger customer relationships.

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Qualitative Research 101: Interviewing

5 Common Mistakes To Avoid When Undertaking Interviews

By: David Phair (PhD) and Kerryn Warren (PhD) | March 2022

Undertaking interviews is potentially the most important step in the qualitative research process. If you don’t collect useful, useable data in your interviews, you’ll struggle through the rest of your dissertation or thesis.  Having helped numerous students with their research over the years, we’ve noticed some common interviewing mistakes that first-time researchers make. In this post, we’ll discuss five costly interview-related mistakes and outline useful strategies to avoid making these.

Overview: 5 Interviewing Mistakes

• Not having a clear interview strategy /plan
• Not having good interview techniques /skills
• Not securing a suitable location and equipment
• Not having a basic risk management plan
• Not keeping your “ golden thread ” front of mind

1. Not having a clear interview strategy

The first common mistake that we’ll look at is that of starting the interviewing process without having first come up with a clear interview strategy or plan of action. While it’s natural to be keen to get started engaging with your interviewees, a lack of planning can result in a mess of data and inconsistency between interviews.

There are several design choices to decide on and plan for before you start interviewing anyone. Some of the most important questions you need to ask yourself before conducting interviews include:

• What are the guiding research aims and research questions of my study?
• Will I use a structured, semi-structured or unstructured interview approach?
• How will I record the interviews (audio or video)?
• Who will be interviewed and by whom ?
• What ethics and data law considerations do I need to adhere to?
• How will I analyze my data? 

Let’s take a quick look at some of these.

The core objective of the interviewing process is to generate useful data that will help you address your overall research aims. Therefore, your interviews need to be conducted in a way that directly links to your research aims, objectives and research questions (i.e. your “golden thread”). This means that you need to carefully consider the questions you’ll ask to ensure that they align with and feed into your golden thread. If any question doesn’t align with this, you may want to consider scrapping it.

Another important design choice is whether you’ll use an unstructured, semi-structured or structured interview approach . For semi-structured interviews, you will have a list of questions that you plan to ask and these questions will be open-ended in nature. You’ll also allow the discussion to digress from the core question set if something interesting comes up. This means that the type of information generated might differ a fair amount between interviews.

Contrasted to this, a structured approach to interviews is more rigid, where a specific set of closed questions is developed and asked for each interviewee in exactly the same order. Closed questions have a limited set of answers, that are often single-word answers. Therefore, you need to think about what you’re trying to achieve with your research project (i.e. your research aims) and decided on which approach would be best suited in your case.

It is also important to plan ahead with regards to who will be interviewed and how. You need to think about how you will approach the possible interviewees to get their cooperation, who will conduct the interviews, when to conduct the interviews and how to record the interviews. For each of these decisions, it’s also essential to make sure that all ethical considerations and data protection laws are taken into account.

Finally, you should think through how you plan to analyze the data (i.e., your qualitative analysis method) generated by the interviews. Different types of analysis rely on different types of data, so you need to ensure you’re asking the right types of questions and correctly guiding your respondents.

Simply put, you need to have a plan of action regarding the specifics of your interview approach before you start collecting data. If not, you’ll end up drifting in your approach from interview to interview, which will result in inconsistent, unusable data.

2. Not having good interview technique

While you’re generally not expected to become you to be an expert interviewer for a dissertation or thesis, it is important to practice good interview technique and develop basic interviewing skills .

Let’s go through some basics that will help the process along.

Firstly, before the interview , make sure you know your interview questions well and have a clear idea of what you want from the interview. Naturally, the specificity of your questions will depend on whether you’re taking a structured, semi-structured or unstructured approach, but you still need a consistent starting point . Ideally, you should develop an interview guide beforehand (more on this later) that details your core question and links these to the research aims, objectives and research questions.

Before you undertake any interviews, it’s a good idea to do a few mock interviews with friends or family members. This will help you get comfortable with the interviewer role, prepare for potentially unexpected answers and give you a good idea of how long the interview will take to conduct. In the interviewing process, you’re likely to encounter two kinds of challenging interviewees ; the two-word respondent and the respondent who meanders and babbles. Therefore, you should prepare yourself for both and come up with a plan to respond to each in a way that will allow the interview to continue productively.

To begin the formal interview , provide the person you are interviewing with an overview of your research. This will help to calm their nerves (and yours) and contextualize the interaction. Ultimately, you want the interviewee to feel comfortable and be willing to be open and honest with you, so it’s useful to start in a more casual, relaxed fashion and allow them to ask any questions they may have. From there, you can ease them into the rest of the questions.

As the interview progresses , avoid asking leading questions (i.e., questions that assume something about the interviewee or their response). Make sure that you speak clearly and slowly , using plain language and being ready to paraphrase questions if the person you are interviewing misunderstands. Be particularly careful with interviewing English second language speakers to ensure that you’re both on the same page.

Engage with the interviewee by listening to them carefully and acknowledging that you are listening to them by smiling or nodding. Show them that you’re interested in what they’re saying and thank them for their openness as appropriate. This will also encourage your interviewee to respond openly.

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3. Not securing a suitable location and quality equipment

Where you conduct your interviews and the equipment you use to record them both play an important role in how the process unfolds. Therefore, you need to think carefully about each of these variables before you start interviewing.

Poor location: A bad location can result in the quality of your interviews being compromised, interrupted, or cancelled. If you are conducting physical interviews, you’ll need a location that is quiet, safe, and welcoming . It’s very important that your location of choice is not prone to interruptions (the workplace office is generally problematic, for example) and has suitable facilities (such as water, a bathroom, and snacks).

If you are conducting online interviews , you need to consider a few other factors. Importantly, you need to make sure that both you and your respondent have access to a good, stable internet connection and electricity. Always check before the time that both of you know how to use the relevant software and it’s accessible (sometimes meeting platforms are blocked by workplace policies or firewalls). It’s also good to have alternatives in place (such as WhatsApp, Zoom, or Teams) to cater for these types of issues.

Poor equipment: Using poor-quality recording equipment or using equipment incorrectly means that you will have trouble transcribing, coding, and analyzing your interviews. This can be a major issue , as some of your interview data may go completely to waste if not recorded well. So, make sure that you use good-quality recording equipment and that you know how to use it correctly.

To avoid issues, you should always conduct test recordings before every interview to ensure that you can use the relevant equipment properly. It’s also a good idea to spot check each recording afterwards, just to make sure it was recorded as planned. If your equipment uses batteries, be sure to always carry a spare set.

4. Not having a basic risk management plan

Many possible issues can arise during the interview process. Not planning for these issues can mean that you are left with compromised data that might not be useful to you. Therefore, it’s important to map out some sort of risk management plan ahead of time, considering the potential risks, how you’ll minimize their probability and how you’ll manage them if they materialize.

Common potential issues related to the actual interview include cancellations (people pulling out), delays (such as getting stuck in traffic), language and accent differences (especially in the case of poor internet connections), issues with internet connections and power supply. Other issues can also occur in the interview itself. For example, the interviewee could drift off-topic, or you might encounter an interviewee who does not say much at all.

You can prepare for these potential issues by considering possible worst-case scenarios and preparing a response for each scenario. For instance, it is important to plan a backup date just in case your interviewee cannot make it to the first meeting you scheduled with them. It’s also a good idea to factor in a 30-minute gap between your interviews for the instances where someone might be late, or an interview runs overtime for other reasons. Make sure that you also plan backup questions that could be used to bring a respondent back on topic if they start rambling, or questions to encourage those who are saying too little.

In general, it’s best practice to plan to conduct more interviews than you think you need (this is called oversampling ). Doing so will allow you some room for error if there are interviews that don’t go as planned, or if some interviewees withdraw. If you need 10 interviews, it is a good idea to plan for 15. Likely, a few will cancel , delay, or not produce useful data.

5. Not keeping your golden thread front of mind

We touched on this a little earlier, but it is a key point that should be central to your entire research process. You don’t want to end up with pages and pages of data after conducting your interviews and realize that it is not useful to your research aims . Your research aims, objectives and research questions – i.e., your golden thread – should influence every design decision and should guide the interview process at all times. 

A useful way to avoid this mistake is by developing an interview guide before you begin interviewing your respondents. An interview guide is a document that contains all of your questions with notes on how each of the interview questions is linked to the research question(s) of your study. You can also include your research aims and objectives here for a more comprehensive linkage. 

You can easily create an interview guide by drawing up a table with one column containing your core interview questions . Then add another column with your research questions , another with expectations that you may have in light of the relevant literature and another with backup or follow-up questions . As mentioned, you can also bring in your research aims and objectives to help you connect them all together. If you’d like, you can download a copy of our free interview guide here .

Recap: Qualitative Interview Mistakes

In this post, we’ve discussed 5 common costly mistakes that are easy to make in the process of planning and conducting qualitative interviews.

To recap, these include:

If you have any questions about these interviewing mistakes, drop a comment below. Alternatively, if you’re interested in getting 1-on-1 help with your thesis or dissertation , check out our dissertation coaching service or book a free initial consultation with one of our friendly Grad Coaches.

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

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• Published: 05 October 2018

Interviews and focus groups in qualitative research: an update for the digital age

• P. Gill 1 &
• J. Baillie 2  

British Dental Journal volume  225 ,  pages 668–672 ( 2018 ) Cite this article

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Highlights that qualitative research is used increasingly in dentistry. Interviews and focus groups remain the most common qualitative methods of data collection.

Suggests the advent of digital technologies has transformed how qualitative research can now be undertaken.

Suggests interviews and focus groups can offer significant, meaningful insight into participants' experiences, beliefs and perspectives, which can help to inform developments in dental practice.

Qualitative research is used increasingly in dentistry, due to its potential to provide meaningful, in-depth insights into participants' experiences, perspectives, beliefs and behaviours. These insights can subsequently help to inform developments in dental practice and further related research. The most common methods of data collection used in qualitative research are interviews and focus groups. While these are primarily conducted face-to-face, the ongoing evolution of digital technologies, such as video chat and online forums, has further transformed these methods of data collection. This paper therefore discusses interviews and focus groups in detail, outlines how they can be used in practice, how digital technologies can further inform the data collection process, and what these methods can offer dentistry.

You have full access to this article via your institution.

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Interviews in the social sciences

Professionalism in dentistry: deconstructing common terminology

A review of technical and quality assessment considerations of audio-visual and web-conferencing focus groups in qualitative health research, introduction.

Traditionally, research in dentistry has primarily been quantitative in nature. 1 However, in recent years, there has been a growing interest in qualitative research within the profession, due to its potential to further inform developments in practice, policy, education and training. Consequently, in 2008, the British Dental Journal (BDJ) published a four paper qualitative research series, 2 , 3 , 4 , 5 to help increase awareness and understanding of this particular methodological approach.

Since the papers were originally published, two scoping reviews have demonstrated the ongoing proliferation in the use of qualitative research within the field of oral healthcare. 1 , 6 To date, the original four paper series continue to be well cited and two of the main papers remain widely accessed among the BDJ readership. 2 , 3 The potential value of well-conducted qualitative research to evidence-based practice is now also widely recognised by service providers, policy makers, funding bodies and those who commission, support and use healthcare research.

Besides increasing standalone use, qualitative methods are now also routinely incorporated into larger mixed method study designs, such as clinical trials, as they can offer additional, meaningful insights into complex problems that simply could not be provided by quantitative methods alone. Qualitative methods can also be used to further facilitate in-depth understanding of important aspects of clinical trial processes, such as recruitment. For example, Ellis et al . investigated why edentulous older patients, dissatisfied with conventional dentures, decline implant treatment, despite its established efficacy, and frequently refuse to participate in related randomised clinical trials, even when financial constraints are removed. 7 Through the use of focus groups in Canada and the UK, the authors found that fears of pain and potential complications, along with perceived embarrassment, exacerbated by age, are common reasons why older patients typically refuse dental implants. 7

The last decade has also seen further developments in qualitative research, due to the ongoing evolution of digital technologies. These developments have transformed how researchers can access and share information, communicate and collaborate, recruit and engage participants, collect and analyse data and disseminate and translate research findings. 8 Where appropriate, such technologies are therefore capable of extending and enhancing how qualitative research is undertaken. 9 For example, it is now possible to collect qualitative data via instant messaging, email or online/video chat, using appropriate online platforms.

These innovative approaches to research are therefore cost-effective, convenient, reduce geographical constraints and are often useful for accessing 'hard to reach' participants (for example, those who are immobile or socially isolated). 8 , 9 However, digital technologies are still relatively new and constantly evolving and therefore present a variety of pragmatic and methodological challenges. Furthermore, given their very nature, their use in many qualitative studies and/or with certain participant groups may be inappropriate and should therefore always be carefully considered. While it is beyond the scope of this paper to provide a detailed explication regarding the use of digital technologies in qualitative research, insight is provided into how such technologies can be used to facilitate the data collection process in interviews and focus groups.

In light of such developments, it is perhaps therefore timely to update the main paper 3 of the original BDJ series. As with the previous publications, this paper has been purposely written in an accessible style, to enhance readability, particularly for those who are new to qualitative research. While the focus remains on the most common qualitative methods of data collection – interviews and focus groups – appropriate revisions have been made to provide a novel perspective, and should therefore be helpful to those who would like to know more about qualitative research. This paper specifically focuses on undertaking qualitative research with adult participants only.

Overview of qualitative research

Qualitative research is an approach that focuses on people and their experiences, behaviours and opinions. 10 , 11 The qualitative researcher seeks to answer questions of 'how' and 'why', providing detailed insight and understanding, 11 which quantitative methods cannot reach. 12 Within qualitative research, there are distinct methodologies influencing how the researcher approaches the research question, data collection and data analysis. 13 For example, phenomenological studies focus on the lived experience of individuals, explored through their description of the phenomenon. Ethnographic studies explore the culture of a group and typically involve the use of multiple methods to uncover the issues. 14

While methodology is the 'thinking tool', the methods are the 'doing tools'; 13 the ways in which data are collected and analysed. There are multiple qualitative data collection methods, including interviews, focus groups, observations, documentary analysis, participant diaries, photography and videography. Two of the most commonly used qualitative methods are interviews and focus groups, which are explored in this article. The data generated through these methods can be analysed in one of many ways, according to the methodological approach chosen. A common approach is thematic data analysis, involving the identification of themes and subthemes across the data set. Further information on approaches to qualitative data analysis has been discussed elsewhere. 1

Qualitative research is an evolving and adaptable approach, used by different disciplines for different purposes. Traditionally, qualitative data, specifically interviews, focus groups and observations, have been collected face-to-face with participants. In more recent years, digital technologies have contributed to the ongoing evolution of qualitative research. Digital technologies offer researchers different ways of recruiting participants and collecting data, and offer participants opportunities to be involved in research that is not necessarily face-to-face.

Research interviews are a fundamental qualitative research method 15 and are utilised across methodological approaches. Interviews enable the researcher to learn in depth about the perspectives, experiences, beliefs and motivations of the participant. 3 , 16 Examples include, exploring patients' perspectives of fear/anxiety triggers in dental treatment, 17 patients' experiences of oral health and diabetes, 18 and dental students' motivations for their choice of career. 19

Interviews may be structured, semi-structured or unstructured, 3 according to the purpose of the study, with less structured interviews facilitating a more in depth and flexible interviewing approach. 20 Structured interviews are similar to verbal questionnaires and are used if the researcher requires clarification on a topic; however they produce less in-depth data about a participant's experience. 3 Unstructured interviews may be used when little is known about a topic and involves the researcher asking an opening question; 3 the participant then leads the discussion. 20 Semi-structured interviews are commonly used in healthcare research, enabling the researcher to ask predetermined questions, 20 while ensuring the participant discusses issues they feel are important.

Interviews can be undertaken face-to-face or using digital methods when the researcher and participant are in different locations. Audio-recording the interview, with the consent of the participant, is essential for all interviews regardless of the medium as it enables accurate transcription; the process of turning the audio file into a word-for-word transcript. This transcript is the data, which the researcher then analyses according to the chosen approach.

Types of interview

Qualitative studies often utilise one-to-one, face-to-face interviews with research participants. This involves arranging a mutually convenient time and place to meet the participant, signing a consent form and audio-recording the interview. However, digital technologies have expanded the potential for interviews in research, enabling individuals to participate in qualitative research regardless of location.

Telephone interviews can be a useful alternative to face-to-face interviews and are commonly used in qualitative research. They enable participants from different geographical areas to participate and may be less onerous for participants than meeting a researcher in person. 15 A qualitative study explored patients' perspectives of dental implants and utilised telephone interviews due to the quality of the data that could be yielded. 21 The researcher needs to consider how they will audio record the interview, which can be facilitated by purchasing a recorder that connects directly to the telephone. One potential disadvantage of telephone interviews is the inability of the interviewer and researcher to see each other. This is resolved using software for audio and video calls online – such as Skype – to conduct interviews with participants in qualitative studies. Advantages of this approach include being able to see the participant if video calls are used, enabling observation of non-verbal communication, and the software can be free to use. However, participants are required to have a device and internet connection, as well as being computer literate, potentially limiting who can participate in the study. One qualitative study explored the role of dental hygienists in reducing oral health disparities in Canada. 22 The researcher conducted interviews using Skype, which enabled dental hygienists from across Canada to be interviewed within the research budget, accommodating the participants' schedules. 22

A less commonly used approach to qualitative interviews is the use of social virtual worlds. A qualitative study accessed a social virtual world – Second Life – to explore the health literacy skills of individuals who use social virtual worlds to access health information. 23 The researcher created an avatar and interview room, and undertook interviews with participants using voice and text methods. 23 This approach to recruitment and data collection enables individuals from diverse geographical locations to participate, while remaining anonymous if they wish. Furthermore, for interviews conducted using text methods, transcription of the interview is not required as the researcher can save the written conversation with the participant, with the participant's consent. However, the researcher and participant need to be familiar with how the social virtual world works to engage in an interview this way.

Conducting an interview

Ensuring informed consent before any interview is a fundamental aspect of the research process. Participants in research must be afforded autonomy and respect; consent should be informed and voluntary. 24 Individuals should have the opportunity to read an information sheet about the study, ask questions, understand how their data will be stored and used, and know that they are free to withdraw at any point without reprisal. The qualitative researcher should take written consent before undertaking the interview. In a face-to-face interview, this is straightforward: the researcher and participant both sign copies of the consent form, keeping one each. However, this approach is less straightforward when the researcher and participant do not meet in person. A recent protocol paper outlined an approach for taking consent for telephone interviews, which involved: audio recording the participant agreeing to each point on the consent form; the researcher signing the consent form and keeping a copy; and posting a copy to the participant. 25 This process could be replicated in other interview studies using digital methods.

There are advantages and disadvantages of using face-to-face and digital methods for research interviews. Ultimately, for both approaches, the quality of the interview is determined by the researcher. 16 Appropriate training and preparation are thus required. Healthcare professionals can use their interpersonal communication skills when undertaking a research interview, particularly questioning, listening and conversing. 3 However, the purpose of an interview is to gain information about the study topic, 26 rather than offering help and advice. 3 The researcher therefore needs to listen attentively to participants, enabling them to describe their experience without interruption. 3 The use of active listening skills also help to facilitate the interview. 14 Spradley outlined elements and strategies for research interviews, 27 which are a useful guide for qualitative researchers:

Greeting and explaining the project/interview

Asking descriptive (broad), structural (explore response to descriptive) and contrast (difference between) questions

Asymmetry between the researcher and participant talking

Expressing interest and cultural ignorance

Repeating, restating and incorporating the participant's words when asking questions

Creating hypothetical situations

Asking friendly questions

Knowing when to leave.

For semi-structured interviews, a topic guide (also called an interview schedule) is used to guide the content of the interview – an example of a topic guide is outlined in Box 1 . The topic guide, usually based on the research questions, existing literature and, for healthcare professionals, their clinical experience, is developed by the research team. The topic guide should include open ended questions that elicit in-depth information, and offer participants the opportunity to talk about issues important to them. This is vital in qualitative research where the researcher is interested in exploring the experiences and perspectives of participants. It can be useful for qualitative researchers to pilot the topic guide with the first participants, 10 to ensure the questions are relevant and understandable, and amending the questions if required.

Regardless of the medium of interview, the researcher must consider the setting of the interview. For face-to-face interviews, this could be in the participant's home, in an office or another mutually convenient location. A quiet location is preferable to promote confidentiality, enable the researcher and participant to concentrate on the conversation, and to facilitate accurate audio-recording of the interview. For interviews using digital methods the same principles apply: a quiet, private space where the researcher and participant feel comfortable and confident to participate in an interview.

Box 1: Example of a topic guide

Study focus: Parents' experiences of brushing their child's (aged 0–5) teeth

1. Can you tell me about your experience of cleaning your child's teeth?

How old was your child when you started cleaning their teeth?

Why did you start cleaning their teeth at that point?

How often do you brush their teeth?

What do you use to brush their teeth and why?

2. Could you explain how you find cleaning your child's teeth?

Do you find anything difficult?

What makes cleaning their teeth easier for you?

3. How has your experience of cleaning your child's teeth changed over time?

Has it become easier or harder?

Have you changed how often and how you clean their teeth? If so, why?

4. Could you describe how your child finds having their teeth cleaned?

What do they enjoy about having their teeth cleaned?

Is there anything they find upsetting about having their teeth cleaned?

5. Where do you look for information/advice about cleaning your child's teeth?

What did your health visitor tell you about cleaning your child's teeth? (If anything)

What has the dentist told you about caring for your child's teeth? (If visited)

Have any family members given you advice about how to clean your child's teeth? If so, what did they tell you? Did you follow their advice?

6. Is there anything else you would like to discuss about this?

Focus groups

A focus group is a moderated group discussion on a pre-defined topic, for research purposes. 28 , 29 While not aligned to a particular qualitative methodology (for example, grounded theory or phenomenology) as such, focus groups are used increasingly in healthcare research, as they are useful for exploring collective perspectives, attitudes, behaviours and experiences. Consequently, they can yield rich, in-depth data and illuminate agreement and inconsistencies 28 within and, where appropriate, between groups. Examples include public perceptions of dental implants and subsequent impact on help-seeking and decision making, 30 and general dental practitioners' views on patient safety in dentistry. 31

Focus groups can be used alone or in conjunction with other methods, such as interviews or observations, and can therefore help to confirm, extend or enrich understanding and provide alternative insights. 28 The social interaction between participants often results in lively discussion and can therefore facilitate the collection of rich, meaningful data. However, they are complex to organise and manage, due to the number of participants, and may also be inappropriate for exploring particularly sensitive issues that many participants may feel uncomfortable about discussing in a group environment.

Focus groups are primarily undertaken face-to-face but can now also be undertaken online, using appropriate technologies such as email, bulletin boards, online research communities, chat rooms, discussion forums, social media and video conferencing. 32 Using such technologies, data collection can also be synchronous (for example, online discussions in 'real time') or, unlike traditional face-to-face focus groups, asynchronous (for example, online/email discussions in 'non-real time'). While many of the fundamental principles of focus group research are the same, regardless of how they are conducted, a number of subtle nuances are associated with the online medium. 32 Some of which are discussed further in the following sections.

Focus group considerations

Some key considerations associated with face-to-face focus groups are: how many participants are required; should participants within each group know each other (or not) and how many focus groups are needed within a single study? These issues are much debated and there is no definitive answer. However, the number of focus groups required will largely depend on the topic area, the depth and breadth of data needed, the desired level of participation required 29 and the necessity (or not) for data saturation.

The optimum group size is around six to eight participants (excluding researchers) but can work effectively with between three and 14 participants. 3 If the group is too small, it may limit discussion, but if it is too large, it may become disorganised and difficult to manage. It is, however, prudent to over-recruit for a focus group by approximately two to three participants, to allow for potential non-attenders. For many researchers, particularly novice researchers, group size may also be informed by pragmatic considerations, such as the type of study, resources available and moderator experience. 28 Similar size and mix considerations exist for online focus groups. Typically, synchronous online focus groups will have around three to eight participants but, as the discussion does not happen simultaneously, asynchronous groups may have as many as 10–30 participants. 33

The topic area and potential group interaction should guide group composition considerations. Pre-existing groups, where participants know each other (for example, work colleagues) may be easier to recruit, have shared experiences and may enjoy a familiarity, which facilitates discussion and/or the ability to challenge each other courteously. 3 However, if there is a potential power imbalance within the group or if existing group norms and hierarchies may adversely affect the ability of participants to speak freely, then 'stranger groups' (that is, where participants do not already know each other) may be more appropriate. 34 , 35

Focus group management

Face-to-face focus groups should normally be conducted by two researchers; a moderator and an observer. 28 The moderator facilitates group discussion, while the observer typically monitors group dynamics, behaviours, non-verbal cues, seating arrangements and speaking order, which is essential for transcription and analysis. The same principles of informed consent, as discussed in the interview section, also apply to focus groups, regardless of medium. However, the consent process for online discussions will probably be managed somewhat differently. For example, while an appropriate participant information leaflet (and consent form) would still be required, the process is likely to be managed electronically (for example, via email) and would need to specifically address issues relating to technology (for example, anonymity and use, storage and access to online data). 32

The venue in which a face to face focus group is conducted should be of a suitable size, private, quiet, free from distractions and in a collectively convenient location. It should also be conducted at a time appropriate for participants, 28 as this is likely to promote attendance. As with interviews, the same ethical considerations apply (as discussed earlier). However, online focus groups may present additional ethical challenges associated with issues such as informed consent, appropriate access and secure data storage. Further guidance can be found elsewhere. 8 , 32

Before the focus group commences, the researchers should establish rapport with participants, as this will help to put them at ease and result in a more meaningful discussion. Consequently, researchers should introduce themselves, provide further clarity about the study and how the process will work in practice and outline the 'ground rules'. Ground rules are designed to assist, not hinder, group discussion and typically include: 3 , 28 , 29

Discussions within the group are confidential to the group

Only one person can speak at a time

All participants should have sufficient opportunity to contribute

There should be no unnecessary interruptions while someone is speaking

Everyone can be expected to be listened to and their views respected

Challenging contrary opinions is appropriate, but ridiculing is not.

Moderating a focus group requires considered management and good interpersonal skills to help guide the discussion and, where appropriate, keep it sufficiently focused. Avoid, therefore, participating, leading, expressing personal opinions or correcting participants' knowledge 3 , 28 as this may bias the process. A relaxed, interested demeanour will also help participants to feel comfortable and promote candid discourse. Moderators should also prevent the discussion being dominated by any one person, ensure differences of opinions are discussed fairly and, if required, encourage reticent participants to contribute. 3 Asking open questions, reflecting on significant issues, inviting further debate, probing responses accordingly, and seeking further clarification, as and where appropriate, will help to obtain sufficient depth and insight into the topic area.

Moderating online focus groups requires comparable skills, particularly if the discussion is synchronous, as the discussion may be dominated by those who can type proficiently. 36 It is therefore important that sufficient time and respect is accorded to those who may not be able to type as quickly. Asynchronous discussions are usually less problematic in this respect, as interactions are less instant. However, moderating an asynchronous discussion presents additional challenges, particularly if participants are geographically dispersed, as they may be online at different times. Consequently, the moderator will not always be present and the discussion may therefore need to occur over several days, which can be difficult to manage and facilitate and invariably requires considerable flexibility. 32 It is also worth recognising that establishing rapport with participants via online medium is often more challenging than via face-to-face and may therefore require additional time, skills, effort and consideration.

As with research interviews, focus groups should be guided by an appropriate interview schedule, as discussed earlier in the paper. For example, the schedule will usually be informed by the review of the literature and study aims, and will merely provide a topic guide to help inform subsequent discussions. To provide a verbatim account of the discussion, focus groups must be recorded, using an audio-recorder with a good quality multi-directional microphone. While videotaping is possible, some participants may find it obtrusive, 3 which may adversely affect group dynamics. The use (or not) of a video recorder, should therefore be carefully considered.

At the end of the focus group, a few minutes should be spent rounding up and reflecting on the discussion. 28 Depending on the topic area, it is possible that some participants may have revealed deeply personal issues and may therefore require further help and support, such as a constructive debrief or possibly even referral on to a relevant third party. It is also possible that some participants may feel that the discussion did not adequately reflect their views and, consequently, may no longer wish to be associated with the study. 28 Such occurrences are likely to be uncommon, but should they arise, it is important to further discuss any concerns and, if appropriate, offer them the opportunity to withdraw (including any data relating to them) from the study. Immediately after the discussion, researchers should compile notes regarding thoughts and ideas about the focus group, which can assist with data analysis and, if appropriate, any further data collection.

Qualitative research is increasingly being utilised within dental research to explore the experiences, perspectives, motivations and beliefs of participants. The contributions of qualitative research to evidence-based practice are increasingly being recognised, both as standalone research and as part of larger mixed-method studies, including clinical trials. Interviews and focus groups remain commonly used data collection methods in qualitative research, and with the advent of digital technologies, their utilisation continues to evolve. However, digital methods of qualitative data collection present additional methodological, ethical and practical considerations, but also potentially offer considerable flexibility to participants and researchers. Consequently, regardless of format, qualitative methods have significant potential to inform important areas of dental practice, policy and further related research.

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Gill, P., Baillie, J. Interviews and focus groups in qualitative research: an update for the digital age. Br Dent J 225 , 668–672 (2018). https://doi.org/10.1038/sj.bdj.2018.815

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The Research Interview

Reflective Practice and Reflexivity in Research Processes

• © 2016
• Steve Mann 0

University of Warwick, UK

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Table of contents (10 chapters)

Front matter, interviews as reflective practice, qualitative interviews overview, interview context, research interviews: modes and types, managing interview interaction, dilemmas and parameters, beyond the individual, transcripts and analysis, representation, training and development, back matter.

• Research interviewing
• research interview
• reflective practice
• Qualitative interview
• Qualitative interviewing
• Interview discourse analysis
• discourse analysis
• qualitative research
• research methods

About this book

Research and Qualitative Interviews brings into focus the decisions that the interviewer faces by taking a data-led approach in order to open up choices and decisions in the process of planning for, managing, analysing and representing interviews. The chapters concentrate on the real-time, moment-by-moment nature of interview management and interaction. A key feature of the book is the inclusion of reflexive vignettes that foreground the voices and experience of qualitative researchers (both novices and more expert practitioners). The vignettes demonstrate the importance of reflecting on and learning from interactional experience. In addition, the book provides an overview of different types of interviews, commenting on the orientation and make-up of each type. Overall, this book encourages reflective thinking about the use of research interviews. It distinguishes between reflection, reflective practice and reflexivity. All the chapters focus on recurring choices, dilemmas and puzzles; offering advice in opening out and engaging with these aspects of the research interview.

“The research interview is a ubiquitous part of social science and humanities research.  Yet it continues to pose conceptual and analytic challenges to experienced researchers and students alike.  The clear-sighted theoretical and experiential accounts in this book provide us with invaluable compass points and guide ropes.” (Professor Constant Leung, King's College London, UK)

“Steve Mann has produced an outstanding, accessible resource on interviewing. A myriad of voices and experiences can be heard loud and clear in the excellent examples provided.  We are invited into the real-time of interview interactions as they are nurtured by participants engaged in conversation.  Readers will find important insights into the choices and decisions researchers make in the interviewing process.” (Professor Angela Creese, University of Birmingham, UK)

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Book Title : The Research Interview

Book Subtitle : Reflective Practice and Reflexivity in Research Processes

Authors : Steve Mann

DOI : https://doi.org/10.1057/9781137353368

Publisher : Palgrave Macmillan London

eBook Packages : Social Sciences , Social Sciences (R0)

Copyright Information : The Editor(s) (if applicable) and The Author(s) 2016

Hardcover ISBN : 978-1-137-35334-4 Published: 14 March 2016

Softcover ISBN : 978-1-137-35335-1 Published: 14 March 2016

eBook ISBN : 978-1-137-35336-8 Published: 29 April 2016

Edition Number : 1

Number of Pages : XV, 325

Topics : Applied Linguistics , Language Education , Language Teaching

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Qualitative research method-interviewing and observation

Shazia jamshed.

Department of Pharmacy Practice, Kulliyyah of Pharmacy, International Islamic University Malaysia, Kuantan Campus, Pahang, Malaysia

Buckley and Chiang define research methodology as “a strategy or architectural design by which the researcher maps out an approach to problem-finding or problem-solving.”[ 1 ] According to Crotty, research methodology is a comprehensive strategy ‘that silhouettes our choice and use of specific methods relating them to the anticipated outcomes,[ 2 ] but the choice of research methodology is based upon the type and features of the research problem.[ 3 ] According to Johnson et al . mixed method research is “a class of research where the researcher mixes or combines quantitative and qualitative research techniques, methods, approaches, theories and or language into a single study.[ 4 ] In order to have diverse opinions and views, qualitative findings need to be supplemented with quantitative results.[ 5 ] Therefore, these research methodologies are considered to be complementary to each other rather than incompatible to each other.[ 6 ]

Qualitative research methodology is considered to be suitable when the researcher or the investigator either investigates new field of study or intends to ascertain and theorize prominent issues.[ 6 , 7 ] There are many qualitative methods which are developed to have an in depth and extensive understanding of the issues by means of their textual interpretation and the most common types are interviewing and observation.[ 7 ]

Interviewing

This is the most common format of data collection in qualitative research. According to Oakley, qualitative interview is a type of framework in which the practices and standards be not only recorded, but also achieved, challenged and as well as reinforced.[ 8 ] As no research interview lacks structure[ 9 ] most of the qualitative research interviews are either semi-structured, lightly structured or in-depth.[ 9 ] Unstructured interviews are generally suggested in conducting long-term field work and allow respondents to let them express in their own ways and pace, with minimal hold on respondents’ responses.[ 10 ]

Pioneers of ethnography developed the use of unstructured interviews with local key informants that is., by collecting the data through observation and record field notes as well as to involve themselves with study participants. To be precise, unstructured interview resembles a conversation more than an interview and is always thought to be a “controlled conversation,” which is skewed towards the interests of the interviewer.[ 11 ] Non-directive interviews, form of unstructured interviews are aimed to gather in-depth information and usually do not have pre-planned set of questions.[ 11 ] Another type of the unstructured interview is the focused interview in which the interviewer is well aware of the respondent and in times of deviating away from the main issue the interviewer generally refocuses the respondent towards key subject.[ 11 ] Another type of the unstructured interview is an informal, conversational interview, based on unplanned set of questions that are generated instantaneously during the interview.[ 11 ]

In contrast, semi-structured interviews are those in-depth interviews where the respondents have to answer preset open-ended questions and thus are widely employed by different healthcare professionals in their research. Semi-structured, in-depth interviews are utilized extensively as interviewing format possibly with an individual or sometimes even with a group.[ 6 ] These types of interviews are conducted once only, with an individual or with a group and generally cover the duration of 30 min to more than an hour.[ 12 ] Semi-structured interviews are based on semi-structured interview guide, which is a schematic presentation of questions or topics and need to be explored by the interviewer.[ 12 ] To achieve optimum use of interview time, interview guides serve the useful purpose of exploring many respondents more systematically and comprehensively as well as to keep the interview focused on the desired line of action.[ 12 ] The questions in the interview guide comprise of the core question and many associated questions related to the central question, which in turn, improve further through pilot testing of the interview guide.[ 7 ] In order to have the interview data captured more effectively, recording of the interviews is considered an appropriate choice but sometimes a matter of controversy among the researcher and the respondent. Hand written notes during the interview are relatively unreliable, and the researcher might miss some key points. The recording of the interview makes it easier for the researcher to focus on the interview content and the verbal prompts and thus enables the transcriptionist to generate “verbatim transcript” of the interview.

Similarly, in focus groups, invited groups of people are interviewed in a discussion setting in the presence of the session moderator and generally these discussions last for 90 min.[ 7 ] Like every research technique having its own merits and demerits, group discussions have some intrinsic worth of expressing the opinions openly by the participants. On the contrary in these types of discussion settings, limited issues can be focused, and this may lead to the generation of fewer initiatives and suggestions about research topic.

Observation

Observation is a type of qualitative research method which not only included participant's observation, but also covered ethnography and research work in the field. In the observational research design, multiple study sites are involved. Observational data can be integrated as auxiliary or confirmatory research.[ 11 ]

Research can be visualized and perceived as painstaking methodical efforts to examine, investigate as well as restructure the realities, theories and applications. Research methods reflect the approach to tackling the research problem. Depending upon the need, research method could be either an amalgam of both qualitative and quantitative or qualitative or quantitative independently. By adopting qualitative methodology, a prospective researcher is going to fine-tune the pre-conceived notions as well as extrapolate the thought process, analyzing and estimating the issues from an in-depth perspective. This could be carried out by one-to-one interviews or as issue-directed discussions. Observational methods are, sometimes, supplemental means for corroborating research findings.

Interviews can be defined as a qualitative research technique which involves “conducting intensive individual interviews with a small number of respondents to explore their perspectives on a particular idea, program or situation.” [1]

There are three different formats of interviews: structured, semi-structured and unstructured.

Structured interviews consist of a series of pre-determined questions that all interviewees answer in the same order. Data analysis usually tends to be more straightforward because researcher can compare and contrast different answers given to the same questions.

Unstructured interviews are usually the least reliable from research viewpoint, because no questions are prepared prior to the interview and data collection is conducted in an informal manner. Unstructured interviews can be associated with a high level of bias and comparison of answers given by different respondents tends to be difficult due to the differences in formulation of questions.

Semi-structured interviews contain the components of both, structured and unstructured interviews. In semi-structured interviews, interviewer prepares a set of same questions to be answered by all interviewees. At the same time, additional questions might be asked during interviews to clarify and/or further expand certain issues.

Advantages of interviews include possibilities of collecting detailed information about research questions.  Moreover, in in this type of primary data collection researcher has direct control over the flow of process and she has a chance to clarify certain issues during the process if needed. Disadvantages, on the other hand, include longer time requirements and difficulties associated with arranging an appropriate time with perspective sample group members to conduct interviews.

When conducting interviews you should have an open mind and refrain from displaying disagreements in any forms when viewpoints expressed by interviewees contradict your own ideas. Moreover, timing and environment for interviews need to be scheduled effectively. Specifically, interviews need to be conducted in a relaxed environment, free of any forms of pressure for interviewees whatsoever.

Respected scholars warn that “in conducting an interview the interviewer should attempt to create a friendly, non-threatening atmosphere. Much as one does with a cover letter, the interviewer should give a brief, casual introduction to the study; stress the importance of the person’s participation; and assure anonymity, or at least confidentiality, when possible.” [2]

There is a risk of interviewee bias during the primary data collection process and this would seriously compromise the validity of the project findings. Some interviewer bias can be avoided by ensuring that the interviewer does not overreact to responses of the interviewee. Other steps that can be taken to help avoid or reduce interviewer bias include having the interviewer dress inconspicuously and appropriately for the environment and holding the interview in a private setting.  [3]

My e-book, The Ultimate Guide to Writing a Dissertation in Business Studies: a step by step assistance offers practical assistance to complete a dissertation with minimum or no stress. The e-book covers all stages of writing a dissertation starting from the selection to the research area to submitting the completed version of the work within the deadline.John Dudovskiy

[1] Boyce, C. & Neale, P. (2006) “Conducting in-depth Interviews: A Guide for Designing and Conducting In-Depth Interviews”, Pathfinder International Tool Series

[2] Connaway, L.S.& Powell, R.P.(2010) “Basic Research Methods for Librarians” ABC-CLIO

[3] Connaway, L.S.& Powell, R.P.(2010) “Basic Research Methods for Librarians” ABC-CLIO

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Home Market Research

Types of Interviews in Research and Methods

There are more types of interviews than most people think. An interview is generally a qualitative research technique that involves asking open-ended questions to converse with respondents and collect elicit data about a subject.

The interviewer, in most cases, is the subject matter expert who intends to understand respondent opinions in a well-planned and executed series of star questions and answers . 

Interviews are similar to focus groups and surveys for garnering information from the target market but are entirely different in their operation – focus groups are restricted to a small group of 6-10 individuals, whereas surveys are quantitative.

Interviews are conducted with a sample from a population, and the key characteristic they exhibit is their conversational tone.

LEARN ABOUT: telephone survey

Content Index

What is An Interview?

Fundamental types of interviews in research, other types of interviews.

• Methods of Research Interviews

What to Avoid in Different Types of Interviews

• Interview-Related Questions

An interview is a way to get information from a person by asking questions and hearing their answers.

An interview is a question-and-answer session where one person asks questions, and the other person answers those questions. It can be a one-on-one, two-way conversation, or there can be more than one interviewer and more than one participant.

The interview is the most important part of the whole selection bias process. It is used to decide if a person should be interviewed further, hired, or taken out of consideration. It is the main way to learn more about applicants and the basis for judging their job-related knowledge, research skills , and abilities.

A researcher has to conduct interviews with a group of participants at a juncture in the research where information can only be obtained by meeting and personally connecting with a section of their target audience. Interviews offer the researchers a platform to prompt their participants and obtain inputs in the desired detail. There are three fundamental types of interviews in research:

1. Structured Interviews:

Structured interviews are defined as research tools that could be more flexible in their operations are allow more or no scope of prompting the participants to obtain and analyze results. It is thus also known as a standardized interview and is significantly quantitative in its approach. 

Questions in this interview are pre-decided according to the required detail of information. This can be used in a focus group interview and an in-person interview.

These interviews are excessively used in survey research with the intention of maintaining uniformity throughout all the interview sessions.

LEARN ABOUT: Research Process Steps

They can be closed-ended and open-ended – according to the type of target population. Closed-ended questions can be included to understand user preferences from a collection of answer options. In contrast, open-ended ones can be included to gain details about a particular section in the interview.

Example of a structured interview question:

Here’s an example of a structured question for a job interview for a customer service job:

• Can you talk about what it was like to work in customer service?
• How do you deal with an angry or upset customer?
• How do you ensure that the information you give customers is correct?
• Tell us about when you went out of your way to help a customer.
• How do you handle a lot of customers or tasks at once?
• Can you talk about how you’ve used software or tools for customer service?
• How do you set priorities and use your time well while giving good customer service?
• Can you tell us about when you had to get a customer to calm down?
• How do you deal with a customer who wants something that goes against your company’s rules?
• Tell me about a time when you had to deal with a hard customer or coworker.

Advantages of structured interviews:

• It focuses on the accuracy of different responses, due to which extremely organized data can be collected. Different respondents have different types of answers to the same structure of questions – answers obtained can be collectively analyzed.
• They can be used to get in touch with a large sample of the target population.
• The interview procedure is made easy due to the standardization offered by it.
• Replication across multiple samples becomes easy due to the same structure of the interview.
• As the scope of detail is already considered while designing the interview questions, better information can be obtained. The researcher can analyze the research problem comprehensively by asking accurate research questions .
• Since the structure of the interview is fixed, it often generates reliable results and is quick to execute.
• The relationship between the researcher and the respondent is not formal, due to which the researcher can clearly understand the margin of error in case the respondent either degree to be a part of the survey or is just not interested in providing the right information.

Disadvantages of structured interviews:

• The limited scope of assessment of obtained results.
• The accuracy of information overpowers the detail of information.
• Respondents are forced to select from the provided answer options.
• The researcher is expected to always adhere to the list of decided questions, irrespective of how interesting the conversation is turning out to be with the participants.
• A significant amount of time is required for a structured interview. 

Learn more: Market Research

2. Semi-Structured Types of Interviews:

Semi-structured interviews offer a considerable amount of leeway to the researcher to probe the respondents, along with maintaining a basic interview structure. Even if it is a guided conversation between researchers and interviewees – appreciable flexibility is offered to the researchers. A researcher can be assured that multiple interview rounds will not be required in the presence of structure in this type of research interview.

Keeping the structure in mind, the researcher can follow any idea or take creative advantage of the entire interview. Additional respondent probing is always necessary to garner information for a research study. The best application of semi-structured interviews is when the researcher doesn’t have time to conduct research and requires detailed information about the topic.

Example of a semi-structured interview question:

Here’s an example of a semi-structured marketing job interviews question:

• Can you tell us about the marketing work you’ve done?
• What do you think are the most important parts of a marketing campaign that works?
• Tell me about a campaign you worked on that you’re very proud of.
• How do you do research on the market and look at data to help you make marketing decisions?
• Can you tell us about a time when you had to change your marketing plan because of something that didn’t go as planned?
• How do you figure out if a marketing campaign worked?
• Can you talk about how you’ve used social media to market?
• How do you ensure your marketing message gets through to the people you want to hear it?
• Can you tell us about a time when you had to run a marketing campaign on a small budget?
• How do you keep up with changes and trends in marketing?

Advantages of semi-structured interviews:

• Questions from semi-structured interview questions are prepared before the scheduled interview, giving the researcher time to prepare and analyze the questions.
• It is flexible to an extent while maintaining the research guidelines.
• Unlike a structured interview, researchers can express the interview questions in the preferred format.
• Reliable qualitative data can be collected via these interviews.
• The flexible structure of the interview.

Learn more: Quantitative Data

Disadvantages of semi-structured interviews:

• Participants may question the reliability factor of these interviews due to the flexibility offered.
• Comparing two different answers becomes difficult as the guideline for conducting interviews is not entirely followed. No two questions will have the exact same structure, and the result will be an inability to compare are infer results.

3. Unstructured Interviews:

Also called in-depth interviews , unstructured interviews are usually described as conversations held with a purpose in mind – to gather data about the research study. These interviews have the least number of questions as they lean more towards a normal conversation but with an underlying subject.

The main objective of most researchers using unstructured interviews is to build a bond with the respondents, due to which there is a high chance that the respondents will be 100% truthful with their answers. There are no guidelines for the researchers to follow. So they can approach the participants ethically to gain as much information as possible about their research topic.

Since there are no guidelines for these interviews, a researcher is expected to keep their approach in check so that the respondents do not sway away from the main research motive. 

For a researcher to obtain the desired outcome, he/she must keep the following factors in mind:

• The intent of the interview.
• The interview should primarily take into consideration the participant’s interests and skills.
• All the conversations should be conducted within the permissible limits of research, and the researcher should try and stick by these limits.
• The researcher’s skills and knowledge should match the interview’s purpose.
• Researchers should understand the dos and don’ts of it.

Example of an unstructured interview question:

Here’s an example of a question asked in an unstructured interview:

• Can you tell me about when you had to deal with something hard and how you did it?
• What are some of the things you’re most proud of, and what did you learn from them?
• How do you deal with ambiguity or not knowing what to do at work?
• Can you describe how you lead and how you get your team going?
• Tell me about a time when you had to take a chance and how it turned out.
• What do you think are the most important qualities for success in this role?
• How do you deal with setbacks or failures, and what do you learn from them?
• Can you tell me about a time when you had to solve a problem by thinking outside the box?
• What do you think makes you different from the other people who want this job?
• Can you tell me about a time when you had to make a hard choice and how you made that choice?

Advantages of Unstructured Interviews:

• Due to this type of interview’s informal nature, it becomes extremely easy for researchers to try and develop a friendly rapport with the participants. This leads to gaining insights in extreme detail without much conscious effort.
• The participants can clarify all their doubts about the questions, and the researcher can take each opportunity to explain his/her intention for better answers.
• There are no questions that the researcher has to abide by, and this usually increases the flexibility of the entire research process.

Disadvantages of Unstructured Interviews:

• Researchers take time to execute these interviews because there is no structure to the interview process.
• The absence of a standardized set of questions and guidelines indicates that its reliability of it is questionable.
• The ethics involved in these interviews are often considered borderline upsetting.

Learn more: Qualitative Market Research & Qualitative Data Collection

Besides the 3 basic interview types, we have already mentioned there are more. Here are some other interview types that are commonly used in a job interview:

Behavioral Interview

During this type of interview, candidates are asked to give specific examples of how they have acted in the past. The idea behind this kind of interview is that what someone did in the past can be a sign of how they will act in the future. And by this interview, the company can also understand the interviewee’s behavior through body language.

Panel Interview

During a panel interview, three or more interviewers usually ask questions and evaluate the candidate’s answers as a group. This is a good way to get a full picture of a candidate’s skills and suitability for the job.

Group Types of Interviews

Multiple people are interviewed at the same time in group interviews. This form of interview often focus groups that are utilized on entry-level positions or employment in customer service to examine how well candidates get along with others and function as a team.

Case Interview

During a case interview, candidates are given a business problem or scenario and asked to think about how to solve it. In the consulting and finance fields, this kind of interview is common.

Technical Interview

A candidate’s technical skills and knowledge are tested during a technical interview, usually in fields like engineering or software development. Most of the time, candidates are asked to solve problems or complete technical tasks.

Stress Interview

During a stress interview, candidates are put under pressure or asked difficult or confrontational questions on purpose to see how they react in stressful situations. This kind of interview is used to see how well a candidate can deal with stress and hard situations.

Methods of Research Interviews:

There are four methods to conduct research interviews, each of which is peculiar in its application and can be used according to the research study requirement.

Personal Interviews:

Personal interviews are one of the most used types of interviews, where the questions are asked personally directly to the respondent as a form of an individual interview. One of the many in-person interviews is a lunch interview, which is frequently better suited for casual inquiries and discussions.

For this, a researcher can have a guide to online surveys to take note of the answers. A researcher can design his/her survey in such a way that they take notes of the comments or points of view that stands out from the interviewee. It can be a one-on-one interview as well. 

• Higher response rate.
• When the interviewees and respondents are face-to-face, there is a way to adapt the questions if this is not understood.
• More complete answers can be obtained if there is doubt on both sides or a remarkable piece of information is detected.
• The researcher has an opportunity to detect and analyze the interviewee’s body language at the time of asking the questions and taking notes about it.

Disadvantages:

• They are time-consuming and extremely expensive.
• They can generate distrust on the part of the interviewee since they may be self-conscious and not answer truthfully.
• Contacting the interviewees can be a real headache, either scheduling an appointment in workplaces or going from house to house and not finding anyone.
• Therefore, many interviews are conducted in public places like shopping centers or parks. Even consumer studies take advantage of these sites to conduct interviews or surveys and give incentives, gifts, and coupons. In short, There are great opportunities for online research in shopping centers.
• Among the advantages of conducting such types of interviews is that the respondents will have more fresh information if the interview is conducted in the context and with the appropriate stimuli so that researchers can have data from their experience at the scene of the events immediately and first hand. The interviewer can use an online survey through a mobile device that will undoubtedly facilitate the entire process.

Telephonic Type of Interviews:

Phonic interviews are widely used and easily combined with online surveys to conduct research effectively.

Advantages:

• To find the interviewees, it is enough to have their phone numbers on hand.
• They are usually lower cost.
• The information is collected quickly.
• Having a personal contact can also clarify doubts or give more details of the questions.
• Many times researchers observe that people do not answer phone calls because it is an unknown number for the respondent or simply already changed their place of residence and they cannot locate it, which causes a bias in the interview.
• Researchers also face that they simply do not want to answer and resort to pretexts such as they are busy to answer, they are sick, they do not have the authority to answer the questions asked, they have no interest in answering, or they are afraid of putting their security at risk.
• One of the aspects that should be taken care of in these types of interviews is the kindness with which the interviewers address the respondents in order to get them to cooperate more easily with their answers. Good communication is vital for the generation of better answers.

Email or Web Page Types of Interviews:

Online research is growing more and more because consumers are migrating to a more virtual world, and it is best for each researcher to adapt to this change.

The increase in people with Internet access has made it popular that interviews via email or web page stand out among the types of interviews most used today. For this nothing better than an online survey.

More and more consumers are turning to online shopping, which is why they are a great niche to be able to carry out an interview that will generate information for the correct decision-making.

Advantages of email surveys:

• Speed in obtaining data
• The respondents respond according to their time, when they want, and where they decide.
• Online surveys can be mixed with other research methods or using some of the previous interview models. They are tools that can perfectly complement and pay for the project.
• A researcher can use a variety of questions and logic to create graphs and reports immediately.

Disadvantages of email survey:

• Low response rates
• Limited access to certain populations
• Potential for spam filters
• Lack of personal touch

Try not to do any of the following things when you’re in an interview:

• Don’t blame your previous managers, coworkers, or companies. This will make a bad impression on the interviewer and show that you are not accountable.
• Do not go to the interview without knowing anything about the company you are interviewing for. Interviewers will think you don’t care about learning about the company if you don’t know anything.
• Don’t fidget with things because that shows you lack self-confidence and focus.
• Stop checking the time because it shows that you have something more important to do and that you don’t give the interview much importance.

Related Questions of Interviews

After the interview is over, you might also get a chance to ask some questions. You should make the most of this chance to learn useful things from the interviewer. Based on what you’ve learned, you can then decide if the company and the job are a good fit for you. You can ask the interviewer questions about the company or about the job role.

Here are some common but important questions to ask in an interview:

• What do you anticipate from team members in this role?
• What does a typical day look like for an employee in this role?
• What qualities are essential for success in this position?
• How is success measured for this position?
• How does this job profile relate to the organization’s overarching objectives?
• What are your company’s guiding principles?
• Which departments will I work closely with throughout my time in this profile?

Learn more: Quantitative Research

To summarize the discussion, an effective interview will be one that provides researchers with the necessary data to know the object of study and that this information is applicable to the decisions researchers make.

Undoubtedly, the objective of the research will set the pattern of what types of interviews are best for data collection. Based on the research design , a researcher can plan and test the questions, for instance, if the questions are correct and if the survey flows in the best way.

LEARN ABOUT: Best Data Collection Tools

In addition, other types of research can be used under specific circumstances.

For example, there are no connections or adverse situations to carry out surveyors. In these types of occasions, it is necessary to conduct field research, which can not be considered an interview if not rather a completely different methodology.

QuestionPro is a flexible online survey platform that can help researchers do different kinds of interviews, like structured, semi-structured, unstructured, phone interview, group interview, etc. It gives researchers a flexible platform that can be changed to fit their needs and the needs of their research project.

QuestionPro can help researchers get detailed and useful information from participants using features like skip logic, piping, and live chat. Also, the platform is easy to use and get to, making it a useful tool for researchers to use in their work.

LEARN ABOUT: Candidate Experience Survey

Overall, QuestionPro can be helpful for researchers who want to do good interviews and collect good project data.

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The 3 main types of interviews are 1. Structured interviews 2. Semi-structured interviews 3. Unstructured interviews

There are different ways to conduct an interview, and each one can add depth and substance to the information the interviewer gathers by asking questions. We discuss four interview methods: situational, professional behavior profiling, stress, and behavioral.

Face-to-face means in-person interviews are the most common type of interview. It’s about getting a good sense of the candidate by focusing on them directly. But it also allows the person interviewed to talk freely and ask questions.

Personal interviews, phone interviews, email or web page interviews, and a combination of these methods are the four types of research interviews.

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20 Common Researcher Interview Questions and Answers

Common Researcher interview questions, how to answer them, and sample answers from a certified career coach.

You’ve been invited to interview for a research position—congratulations! You know you have the skills and experience, but now it’s time to prove it.

The key to success? Being prepared. To help make sure you shine in your upcoming interview, we’ve compiled some of the most common questions asked during research interviews. Read on, get familiar with them, and practice your answers so you can ace that job interview like a pro.

• What research methods do you use to collect data?
• How do you ensure the accuracy and validity of your research results?
• Describe a time when you had to analyze complex data sets and draw meaningful conclusions from them.
• Explain how you would go about designing an experiment or survey to answer a specific research question.
• Are you familiar with any statistical software programs? If so, which ones?
• What strategies do you use to stay organized while conducting research?
• How do you handle ethical considerations when conducting research?
• Have you ever encountered a situation where you had to adjust your research methodology due to unexpected circumstances?
• Describe a time when you had to present your research findings in a clear and concise manner.
• Do you have experience working with large datasets?
• What challenges have you faced when collecting primary data for a research project?
• How do you approach writing up a research paper or report?
• What techniques do you use to identify potential sources of bias in your research?
• How do you evaluate the quality of secondary sources used in your research?
• What strategies do you use to keep track of changes in the field of research you are studying?
• How do you decide which research questions to pursue?
• What is your experience with peer review processes?
• How do you manage competing demands on your time when conducting research?
• What strategies do you use to ensure that your research remains relevant and up-to-date?
• How do you ensure that your research meets the highest standards of academic integrity?

1. What research methods do you use to collect data?

Research methods are the core of any researcher’s job. You’ll need to be familiar with a variety of different methods, such as surveys, interviews, focus groups, and experiments, and be able to explain how you use each one in your work. This will help the interviewer understand your process and how you can contribute to their organization.

How to Answer:

You should be prepared to explain the research methods you have used in your past work. Talk about how you use surveys, interviews, focus groups, and experiments to collect data, as well as any other methods you may have experience with. If you’re just starting out, then talk through the steps you would take to select a method for each project. You can also mention any specialized methods or software that you are familiar with.

Example: “I use a variety of research methods to collect data, depending on the project. I often use surveys and interviews as primary sources of information, but I also have experience with focus groups, experiments, and software tools like Qualtrics for collecting quantitative data. I’m familiar with specialized methods such as content analysis and ethnography when appropriate. My goal is always to select the method that will provide the most accurate and reliable data for each project.”

2. How do you ensure the accuracy and validity of your research results?

Research requires a level of precision that goes beyond the normal workplace. Good researchers are able to identify what data is relevant and how to collect it in order to make reliable conclusions. Interviewers will want to know that you have the skills and knowledge to conduct research that is both accurate and valid. They’ll also want to know if you use any specific methods or tools to ensure accuracy and validity.

You should be prepared to explain what methods you use to ensure accuracy and validity of your research. This could include double-checking sources, using multiple data points, or triangulating information from different sources to verify results. You can also mention any specific tools or techniques you use, such as conducting surveys or interviews with experts in the field. Be sure to emphasize how important it is for you to make sure that your research is accurate and valid before drawing conclusions.

Example: “When I was working on a research project for ABC Corporation, I had to analyze the data from three different sources. My approach was to use statistical analysis techniques and software tools to cross-reference the data sets and identify any potential discrepancies or outliers. After analyzing the results, I identified a number of key trends that allowed us to draw meaningful conclusions about the company’s operations. The insights gained from this research ultimately led to improvements in the organization’s processes, resulting in increased efficiency and productivity.”

3. Describe a time when you had to analyze complex data sets and draw meaningful conclusions from them.

Research projects often involve a lot of data analysis and interpretation. Knowing how to take large amounts of data and make it into something meaningful is a valuable skill for any researcher. This question is a way for the interviewer to gauge your ability to work with data and draw meaningful conclusions from it.

You should be prepared to provide a specific example of when you had to analyze complex data sets and draw meaningful conclusions from them. Talk about the project, your approach to analyzing the data, and any insights or conclusions that you drew from it. Be sure to emphasize the impact of your findings on the project or organization as well.

Example: “I recently worked on a project for my previous employer in which I had to analyze a large and complex data set. My approach was to break down the data into smaller, more manageable chunks and then look for patterns or correlations between different variables. After doing this, I was able to identify a few key trends that were relevant to the project goals. This allowed us to make better decisions about how to allocate resources and focus our efforts, resulting in a successful outcome.”

4. Explain how you would go about designing an experiment or survey to answer a specific research question.

This question is designed to determine if you have the skills necessary to design and implement valid research experiments. The interviewer wants to know if you understand the fundamentals of research design, such as how to select a sample, how to develop a hypothesis, and how to determine the validity of a study. They also want to know if you can explain the process in a clear and concise manner.

Start by explaining the steps you would take to design an experiment or survey. You should include the following: defining the research question, selecting a sample, developing a hypothesis, creating a data collection plan, and determining how to analyze the results. Be sure to explain any specific techniques you might use in each step, such as random sampling or stratified sampling for your sample selection process. Finally, emphasize the importance of validating the results to ensure they are accurate and reliable.

Example: “When designing an experiment or survey, the first step is to define the research question. Once the research question has been identified, I would then select a sample that is representative of the population being studied. I would also develop a hypothesis based on my understanding of the research question and the available data. After that, I would create a data collection plan that outlines how the data will be collected, such as using surveys, interviews, or focus groups. Finally, I would determine the best method for analyzing the results in order to draw valid conclusions from the research. In all cases, it’s important to validate the results to ensure they are accurate and reliable.”

5. Are you familiar with any statistical software programs? If so, which ones?

Researchers often have to analyze data and present it in a meaningful way. This requires familiarity with statistical software programs like SPSS, SAS, or R. Knowing how to use these programs is a critical part of being a successful researcher, so this question is meant to gauge your level of expertise.

If you are familiar with any of the programs mentioned above, be sure to mention that and explain how you have used them in past research projects. If you are not familiar with these programs, it is still important to emphasize your ability to learn new software quickly. Explain how you approach learning new technologies and provide examples of times when you have successfully done so in the past.

Example: “I have used SPSS and SAS in my previous research projects. I am also comfortable with learning new statistical software programs, as I have done so on multiple occasions in the past. For example, when starting a new project at my last job, I was asked to learn R quickly in order to analyze data. Within two weeks, I had become proficient enough to use it for all of our research needs.”

6. What strategies do you use to stay organized while conducting research?

Research can be a long and complex process, with lots of data to sift through, organize, and analyze. It’s important to show the interviewer that you have a system in place to stay organized throughout the research process, from the initial research plan to the final report. This will demonstrate that you can effectively manage your time and resources, as well as prioritize tasks and remain focused on the task at hand.

You can answer this question by talking about the strategies you use to stay organized while conducting research. You could mention that you create detailed research plans, break down large tasks into smaller ones, and prioritize tasks based on importance and deadlines. Additionally, you could talk about how you utilize organizational tools such as spreadsheets and databases to store data, track progress, and easily access information when needed. Finally, you might also discuss how you take notes during your research process in order to keep track of important ideas or findings.

Example: “I use a variety of strategies to stay organized while conducting research. I always start by creating a detailed research plan that outlines the scope of my work and any deadlines associated with it. From there, I break down large tasks into smaller ones in order to tackle them more efficiently. Additionally, I prioritize tasks based on importance and deadlines in order to remain focused on the task at hand. To help store data, track progress, and access information quickly, I also utilize organizational tools such as spreadsheets and databases. Finally, I take notes during my research process in order to keep track of important ideas or findings.”

7. How do you handle ethical considerations when conducting research?

Research often involves collecting personal data, and it’s important that researchers understand how to approach these situations with respect and integrity. Interviewers want to know that you are aware of ethical considerations and that you are capable of adhering to them. This question is likely to be asked to all potential researchers, as it is an important part of the job.

Talk about the ethical considerations you take into account when conducting research. These can include obtaining informed consent from participants, ensuring confidentiality and anonymity of data, respecting privacy laws, protecting vulnerable populations, and considering potential biases that may arise in your research. You should also mention any processes or protocols you have implemented to ensure ethical compliance with research projects. Finally, emphasize how important it is for researchers to adhere to ethical standards and how seriously you take them.

Example: “I understand the importance of adhering to ethical standards when conducting research, and I take this responsibility very seriously. In my current position as a researcher at ABC University, I follow a strict protocol for obtaining informed consent from participants and ensuring that data is kept confidential and anonymous. I also make sure to consider any potential biases in our research before collecting data and am familiar with applicable privacy laws. Lastly, I always strive to protect vulnerable populations, such as children or those with disabilities, when conducting research.”

8. Have you ever encountered a situation where you had to adjust your research methodology due to unexpected circumstances?

Research is a dynamic process and researchers must be prepared to adjust their methods as needed. This question is designed to assess the flexibility of potential candidates and their ability to think on their feet. It also provides insight into how well a candidate understands the research process, including how to identify and address potential problems.

To answer this question, provide an example of a situation where you had to adjust your research methodology due to unexpected circumstances. Explain how you identified the problem and how you adjusted your methods in order to successfully complete the project. Be sure to emphasize any creative solutions you implemented and the positive outcome that resulted from your adjustment.

Example: “I recently encountered a situation where I had to adjust my research methodology due to unexpected circumstances. I was conducting a survey to analyze consumer behavior in relation to a new product launch. After collecting the first round of data, I noticed a discrepancy in the results that could not be explained. After further investigation, I realized that the sample size I was using was not large enough to accurately capture the data. I quickly adjusted my methodology by increasing the sample size and collecting more data, which ultimately allowed me to identify the discrepancy and provide an accurate analysis of consumer behavior.”

9. Describe a time when you had to present your research findings in a clear and concise manner.

Researchers often have to communicate their findings to colleagues, stakeholders, and the public. The ability to communicate complex research findings in an understandable way is a key skill for someone in this role. This question allows the interviewer to gauge your ability to explain complex concepts in a clear and concise manner.

You should come prepared with an example of a time when you had to present your research findings. Talk about the project, what the goal was, and how you went about presenting it. If possible, provide specific details such as the type of presentation (oral, written, etc.), who you presented to, and the feedback you received. You should also explain the strategies that you used to make sure that the audience understood your message. This could include using visual aids, breaking down complex concepts into simpler terms, or providing examples to illustrate your points.

Example: “My most recent research project focused on the long-term effects of climate change on agricultural production. I knew that it was important to make sure that the findings were presented in a way that was easy to understand and digest. I created a PowerPoint presentation that included visuals and graphs to illustrate my points, as well as a written report that provided a detailed breakdown of the findings. I then presented my findings to a group of stakeholders and received positive feedback. They appreciated my ability to take complex concepts and explain them in a way that was easy to understand.”

10. Do you have experience working with large datasets?

Many research roles require the ability to work with large datasets and analyze the information within them. This question helps employers understand how comfortable you are with such tasks, and it also serves as a way to gauge your technical skills. To answer this question, talk about how you’ve used various tools and techniques to analyze data and how you’ve been able to draw meaningful insights from it.

Start by talking about the types of datasets you’ve worked with, such as structured or unstructured data, and explain how you’ve gone about analyzing them. Then, provide a few examples of projects you’ve completed that involved working with large datasets. Finally, discuss any tools or techniques you’ve used to work with the data, such as statistical software, data visualization tools, machine learning algorithms, etc. Be sure to emphasize your ability to draw meaningful insights from the data and how those insights have helped inform decisions.

Example: “I have experience working with large datasets in both structured and unstructured formats. I have utilized various tools and techniques to analyze the data, such as statistical software and data visualization tools. I’ve also employed machine learning algorithms to uncover patterns and trends from the data. For example, in my most recent project I utilized a variety of data sources to identify potential new markets for our company. Through analyzing the data, I was able to identify key demographic, geographic, and psychographic trends that we could use to target our new customers. This analysis provided valuable insights that informed our marketing strategy and ultimately led to increased sales.”

11. What challenges have you faced when collecting primary data for a research project?

Research often involves gathering primary data from sources such as surveys, interviews, focus groups, and observations. It’s important to determine whether the candidate has the skills necessary to design and implement a research project in order to successfully collect data. This question helps the interviewer understand the candidate’s ability to handle the logistics and challenges of primary data collection.

When answering this question, it’s important to provide specific examples of challenges you have faced and how you overcame them. For example, you could talk about the challenge of finding participants for a survey or focus group, or the difficulty in scheduling interviews with busy professionals. You can also discuss any logistical issues that arose during data collection, such as having unreliable equipment or dealing with uncooperative participants. Be sure to emphasize your problem-solving skills and ability to think on your feet when facing unexpected obstacles.

Example: “I’ve encountered a few challenges when gathering primary data for research projects. For example, when I was working on a survey project for a university, it took me several weeks to find participants willing to answer the survey. I had to be creative in my approach and reach out to different groups, such as student organizations, to recruit participants. I also encountered a few logistical issues, such as having unreliable equipment or dealing with uncooperative participants. I was able to quickly come up with solutions to these issues, such as having backup equipment and developing strategies to engage the participants. Overall, I was able to successfully gather the data I needed and produce valuable research findings.”

12. How do you approach writing up a research paper or report?

Research is a process that requires both creativity and structure. As a researcher, you must be able to synthesize information from a variety of sources, develop strong arguments, and communicate those arguments clearly and concisely in written form. Being able to articulate your approach to researching and writing up a paper will demonstrate your ability to think critically and logically.

Your answer should include the steps you take when writing up a research paper or report. This could include outlining your topic, researching relevant sources, organizing and synthesizing data, developing an argument, drafting and revising the paper, and proofreading for accuracy. It is also important to emphasize how you use critical thinking skills to develop strong arguments and draw meaningful conclusions from your research. Finally, make sure to mention any specific techniques or strategies that you have used successfully in the past.

Example: “When writing up a research paper or report, I approach the task systematically. I begin by outlining my topic and any relevant research questions. I then conduct research to find relevant sources, both primary and secondary. I carefully review and analyze the information I find, and use it to develop my argument. After that, I draft and revise the paper, making sure to include evidence to support my points. Finally, I proofread for accuracy and clarity. Throughout the process, I strive to use critical thinking skills to ensure that my arguments are sound and my conclusions are meaningful.”

13. What techniques do you use to identify potential sources of bias in your research?

Researchers need to be able to identify potential sources of bias in their work, such as selection bias or confirmation bias, in order to ensure the accuracy of their data and the validity of their results. By asking this question, the interviewer is gauging your ability to identify potential sources of bias and how you handle them.

To answer this question, you should discuss the techniques you use to identify potential sources of bias in your research. This could include methods such as double-checking data for accuracy and completeness, using multiple sources of information, or conducting blind studies. Additionally, you can talk about how you handle any biases you may find, such as adjusting your research design or changing your methodology. Be sure to emphasize that accuracy and validity are important to you and that you take steps to ensure they remain a priority.

Example: “I understand the importance of accuracy and validity in research, so I always strive to identify and address any potential sources of bias. I use several techniques to identify bias, such as double-checking my data for accuracy and completeness, using multiple sources of information, and conducting blind studies. When I do identify a potential source of bias, I adjust my research design or change my methodology to address it. I also make sure to communicate any changes to my team and stakeholders to ensure that we’re all on the same page.”

14. How do you evaluate the quality of secondary sources used in your research?

One of the most important skills of a researcher is being able to evaluate the quality of sources used in research. This question allows the interviewer to get a better understanding of your research process and your ability to critically evaluate sources. It also allows them to gauge your level of experience in the field and your knowledge of the research landscape.

To answer this question, you should explain your process for evaluating secondary sources. You can talk about the criteria that you use to evaluate a source’s credibility such as its author or publisher, the date of publication, and any peer reviews that have been conducted on the source. Additionally, you can mention any methods you use to assess the accuracy of information in the source such as cross-referencing with other sources or conducting additional research on the topic. Finally, you should discuss how you use these evaluations to inform your own research.

Example: “When evaluating the quality of secondary sources I use in my research, I consider a few key factors. I always look at the author or publisher of the source, the date of publication, and any peer reviews that have been conducted. I also use a variety of methods to assess the accuracy of the information in the source, such as cross-referencing with other sources and conducting additional research. From there, I use my evaluations to inform my own research and determine how best to use the source. This helps me ensure that I’m using the most reliable and up-to-date sources in my research.”

15. What strategies do you use to keep track of changes in the field of research you are studying?

Research is an ever-evolving field and keeping up with changes in the field is essential to remain relevant and up to date. Interviewers want to know that you have the skills and strategies to stay on top of the latest research, trends, and developments in the field. They’ll be looking for evidence that you have the self-discipline and organizational skills to stay on top of your work and be able to provide timely, accurate research.

You should be prepared to discuss the strategies and tools you use to stay up-to-date on changes in your field. Talk about how you keep track of new research articles, publications, conferences, and other sources of information that are relevant to your work. You can also talk about how you use technology such as RSS feeds, social media, or email alerts to ensure that you’re aware of any news or updates related to your research. Additionally, mention any methods you have for organizing and cataloging the information you collect so it is easily accessible when needed.

Example: “To stay on top of changes in my field, I use a variety of strategies and tools. I subscribe to relevant RSS feeds and email alerts to ensure I’m aware of any new research articles or publications. I also use social media to follow industry leaders and experts in the field and get updates on their work. I also keep an organized library of research material that I have collected over the years. I use a combination of software tools and physical filing systems to keep track of all the information I need. This allows me to quickly access any information I need, when I need it.”

16. How do you decide which research questions to pursue?

Being a researcher requires the ability to prioritize and select the best questions to pursue in order to achieve the desired outcome. This question helps the interviewer get a sense of your process and how you approach problem solving. It also gives them an insight into your critical thinking skills, as well as your ability to analyze data and make meaningful conclusions.

The best way to answer this question is to provide a step-by-step approach of how you decide which research questions to pursue. Start by explaining the research process you go through, such as collecting data, analyzing it and forming hypotheses. Then explain how you prioritize certain questions based on their importance and relevance to the project at hand. Finally, discuss how you use your findings to make informed decisions about which questions are worth pursuing further.

Example: “When I’m deciding which research questions to pursue, I start by gathering all the available data related to the project. From there, I analyze the data to form hypotheses and then prioritize the questions based on their importance and relevance to the project. I also consider the impact each question could have on the overall outcome of the research. Once I have a list of the most important questions, I evaluate the data and use my findings to make informed decisions about which questions are worth pursuing further. Ultimately, my goal is to select the best questions that will yield the most meaningful results.”

17. What is your experience with peer review processes?

Peer review is a critical part of the research process. It requires that researchers review and critique each other’s work in order to ensure that the research is unbiased and credible. This question is a way for the interviewer to assess your knowledge of the research process and your ability to work with other researchers.

To answer this question, you should provide specific examples of your experience with peer review processes. Talk about how you have worked with other researchers to review and critique their work, as well as how you have incorporated feedback from peers into your own research. You can also discuss any challenges or successes you had during the process. Finally, emphasize your understanding of the importance of peer review in the research process and why it is necessary for producing high-quality results.

Example: “I have extensive experience with peer review processes, both as a reviewer and as an author. I have worked with other researchers to review their work and provide constructive feedback, as well as incorporating feedback from peers into my own research. I understand the importance of peer review in the research process and am committed to producing high-quality results. I have also had success in resolving disagreements between reviewers and authors when needed, and I have a strong track record of producing quality research that has been accepted for publication.”

18. How do you manage competing demands on your time when conducting research?

Research can be a demanding job, with a lot of deadlines, competing agendas, and complex data sets to analyze. The interviewer wants to make sure you can prioritize tasks, keep track of multiple projects, and adjust when needed. Your ability to manage competing demands on your time is a key indicator of how successful you will be at the job.

To answer this question, you should focus on how you prioritize tasks and manage deadlines. Talk about the strategies you use to stay organized, such as setting up a calendar or using task management tools. Also discuss any techniques you have for staying focused when there are multiple demands on your time. Finally, emphasize your ability to adjust your plans when needed, such as if an unexpected project comes in or a deadline needs to be moved up.

Example: “I have a few strategies for managing competing demands on my time when conducting research. I prioritize tasks by breaking them down into smaller, manageable chunks and then assigning deadlines to each one. I also use task management tools to keep track of what I need to do and stay organized. And I make sure to take regular breaks to stay focused and energized. When I need to adjust my plans due to unexpected events, I’m able to reassess and re-prioritize my tasks accordingly. I’m confident in my ability to manage competing demands on my time and stay organized when conducting research.”

19. What strategies do you use to ensure that your research remains relevant and up-to-date?

Research is a dynamic field, and the best researchers know that they need to stay informed of the latest developments and trends in order to remain relevant. This question allows your interviewer to assess your knowledge of the field and your commitment to keeping up with the latest research. It shows that you are aware of the need to stay ahead of the curve and that you have the skills to do so.

To answer this question, you should start by discussing the strategies that you use to stay informed. You can talk about how you read industry publications, attend conferences and seminars, or network with other researchers in your field. You should also mention any specific platforms or tools that you use to keep up-to-date on the latest research. Finally, you should explain why staying informed is important to you and how it helps you do better work.

Example: “I use a variety of strategies to ensure that my research remains relevant and up-to-date. I read industry publications, attend conferences and seminars, and network with other researchers to stay informed. I also use specific tools like Google Scholar and ResearchGate to keep track of new developments in my field. It’s important to me to stay ahead of the curve and make sure that my research is as current and relevant as possible. Doing so not only helps me do better work, but it also helps me to provide more value to my employer and contribute to the success of their projects.”

20. How do you ensure that your research meets the highest standards of academic integrity?

Research is the backbone of any organization, and it is crucial for a researcher to maintain the highest standards of academic integrity. Employers want to know that you understand the importance of being thorough and accurate, as well as ethical in your research. They may also want to know how you go about verifying the accuracy of your data and sources, and how you ensure that your research meets the standards expected in the field.

Start off by detailing the steps you take to ensure that your research meets academic integrity standards. For example, you can mention how you always double-check sources and data for accuracy and reliability, or how you use peer review processes to vet your work. Additionally, be sure to emphasize any specific techniques or methods you have used in the past to verify the validity of your findings. Finally, explain why it is important to you to maintain the highest level of academic integrity in your research.

Example: “I understand the importance of academic integrity and take it very seriously in my research. To ensure the highest standards of accuracy, I always double-check my sources and data, and use peer review processes to vet my work. Additionally, I frequently use replication studies to verify the validity of my findings. To me, it is essential to ensure that my research meets the highest standards of academic integrity, as it is the foundation of any successful research project.”

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10 Common Interview Questions and How to Answer Them

Have a job interview coming up? Interview preparation is key. Before going, review the most common interview questions, plan your responses, and research the company so you can walk into that room prepared. 

When you land an interview, you’re probably excited and wondering about the most common interview questions. To prepare for your interview and make a great first impression, you can explore this list of 10 common interview questions and plan your responses to them. 

1. Tell me about yourself. 

This warm-up question is your chance to make an impactful first impression. Be prepared to describe yourself in a few sentences. You can mention: 

Your past experiences and how they relate to the current job

How your most recent job is tied to this new opportunity

Two of your strengths

One personal attribute, like a hobby or an interest

The majority of this response leans on your past work experience, with a small dash of your personal life added at the end of the response. Keep your answer to two to four minutes.

2. Why do you want to work for this company?

The answer to this interview question should include specifics about the company, so you’ll need to do some pre-interview research. If, for example, the company is known for its collaborative culture, you could point out successes you’ve had while collaborating with a team. 

Look for company-specific information on their website and social channels. Pay attention to the company’s mission statement, values, and the ‘About us’ section. Explore employee-specific posts on social media to learn about the company’s culture or outreach programs. Combine this information with relatable skills to show your preparedness and enthusiasm for the company. 

3. Why are you leaving your current role?

When asked about leaving a previous job, be honest but positive. Even if you left a job under trying circumstances, keep your response short and upbeat. Here are some suggestions:

I’m looking for a company that better aligns with my values. 

I’m excited to find a company where I can grow my career. 

I’ve decided to go down a different career path.

My position was downsized, but I’m looking forward to a new opportunity. 

I’m excited to explore a culture in line with my personality. 

I’m ready to take on a new challenge with an innovative company. 

I’ve aspired to work for this company and seized the chance to apply.

Read more: Reasons for Leaving a Job and How to Talk About Them

4. What is your biggest weakness?

When it comes to identifying weaknesses, think about some conflicts you’ve had to overcome. Maybe it’s difficult for you to take criticism, collaborate, or make public presentations. Take these challenges and frame them with a solution. For instance, you learned to take feedback to better a project, collaborate to elevate a product’s offerings, or use presentations as a way to build your confidence. 

Read more: How to Describe Your Weaknesses in a Job Interview

5. What do you consider your greatest achievement?

Your greatest achievement should be something specific, like bringing a new video game to a saturated market despite a lack of resources. Discuss a work-related triumph as a way to humbly mention your achievements as opposed to listing awards or accolades. This achievement should also fall in line with the company’s mission, goals, or the position’s objectives.

6. Tell me about a difficult situation you’ve faced and how you handled it. 

This question is really asking about your character during moments of stress. Think of a time when you faced an impossible deadline, had to choose sides, or navigated interoffice turmoil. Explain the problem, how you stayed calm, and focus on the solution that produced a resolution. 

7. Give an example of how you’ve gone above and beyond your role requirements. 

While you might be tempted to mention the extra hours you put in or the additional tasks you take on, it’s best to showcase your skills with a story. Talk about the innovative methods you deployed to revive a stalled project or roles you filled when your team was downsized.   

8. What are your salary expectations?

Salary talks can be sensitive, but they’re necessary. Research a competitive salary before you go into your interview, so you don’t aim too high or low. You can use tools like a Salary Calculator or Salary Comparison and Estimator to get baseline compensation. Be sure to mention years of experience or specific certifications that enhance your value.   

9. Where do you see yourself five years from now? 

Another common interview question looks at your five-year plan. You should promote your commitment to the company while looking toward growth opportunities.  

More specifically, you can craft a response that explores your:

Position-related goals

Potential experiences within the company over the next five years

Possible certifications, skills, or achievements you might obtain

Aspirations for growth within the role 

Read more: What Are Your Career Goals?

10. Do you have any questions for us? 

Typically, this is the last question of the interview, and it might be tempting to say, “No. I’m all set.” However, this question allows you to show your interest in the position. Some questions you could ask include:

What are the day-to-day tasks involved in this role?

How do you evaluate the progress of this role? 

What ongoing educational or training opportunities could I pursue in this role?

Where do you see the company in five years?

How would you describe the company culture?

Read more: Questions to Ask at the End of an Interview

How to prepare for an interview

Before your interview, you should do a few things in preparation. To make a great first impression, you should research the company, practice your responses to common interview questions, and run through a practice interview. For more specific tips, take a look at this pre-interview checklist:  

Research the company.

Start your research on the company website. Look over the company mission statement, values, and company history. Next, check Google News for any articles that include the company. Comb through the company’s social accounts, paying particular attention to the product- or employee-related posts. Also, read the LinkedIn profiles of the company’s key players, and if possible, the profile of your hiring manager. 

Understand company work culture.

Take some time to learn about the company culture by looking at employee photos on social media and checking out the company's news coverage. You might see team-building events on its Facebook Page or news coverage of a recent fundraiser, which can help you understand the culture. You can also check for employee testimonials on business rating platforms, like Glassdoor.

Prepare your answers.

Take some time to review the most common interview questions and practice your answers. You don’t want to sound rehearsed, so write down a few bullet points for each question and talk through them a little differently each time. 

Practice the interview.

Ask a friend or family member to role-play with you. Go through the standard interview questions, and practice your greeting and exit. Wear the outfit and shoes you plan to wear during the practice to make sure you’re comfortable.

Read more: What to Wear to an Interview

Ask for feedback. 

Ask your mock interviewer to give you feedback. Maybe you slouched in the chair, nervously bounced your knees, or got stuck on a particular interview question. The person helping you can give you some tips to improve your interview skills.  

Prepare for your next interview with Coursera

In addition to role-playing, you might consider taking an online class or two to improve your interview skills.

For step-by-step guidance throughout the interview research process, consider taking the University of Maryland's Interview Research and Preparation course. In just 19 hours, you'll identify transferable skills, practice your communication skills, and learn to use efficient language to discuss your skills.

Strategize your resume writing, job search, and interviewing techniques with the Interviewing and Resume Writing in English Specialization from the University of Maryland. Over the course of three months, you'll learn advanced interviewing techniques, write a winning resume and cover letter, and practice your interviewing skills with other job seekers from around the globe. 

If you're preparing for a coding interview, get specialized practice with an industry leader by enrolling in Meta's Coding Interview Preparation course. In this intermediate-level program, you'll focus on technical interview topics for coders, such as algorithms, pseudocode, and data structure.

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• Q&A: Exploring ethnic dynamics and climate change in Africa

Q&A: Exploring ethnic dynamics and climate change in Africa

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Evan Lieberman is the Total Professor of Political Science and Contemporary Africa at MIT, and is also director of the Center for International Studies. During a semester-long sabbatical, he’s currently based at the African Climate and Development Initiative at the University of Cape Town .

In this Q&A, Lieberman discusses several climate-related research projects he’s pursuing in South Africa and surrounding countries. This is part of an ongoing series exploring how the School of Humanities, Arts, and Social Sciences is addressing the climate crisis.

Q: South Africa is a nation whose political and economic development you have long studied and written about. Do you see this visit as an extension of the kind of research you have been pursuing, or a departure from it?

A: Much of my previous work has been animated by the question of understanding the causes and consequences of group-based disparities, whether due to AIDS or Covid. These are problems that know no geographic boundaries, and where ethnic and racial minorities are often hardest hit. Climate change is an analogous problem, with these minority populations living in places where they are most vulnerable, in heat islands in cities, and in coastal areas where they are not protected. The reality is they might get hit much harder by longer-term trends and immediate shocks.

In one line of research, I seek to understand how people in different African countries, in different ethnic groups, perceive the problems of climate change and their governments’ response to it. There are ethnic divisions of labor in terms of what people do — whether they are farmers or pastoralists, or live in cities. So some ethnic groups are simply more affected by drought or extreme weather than others, and this can be a basis for conflict, especially when competing for often limited government resources.

In this area, just like in my previous research, learning what shapes ordinary citizen perspectives is really important, because these views affect people’s everyday practices, and the extent to which they support certain kinds of policies and investments their government makes in response to climate-related challenges. But I will also try to learn more about the perspectives of policymakers and various development partners who seek to balance climate-related challenges against a host of other problems and priorities.

Q: You recently published “ Until We Have Won Our Liberty ," which examines the difficult transition of South Africa from apartheid to a democratic government, scrutinizing in particular whether the quality of life for citizens has improved in terms of housing, employment, discrimination, and ethnic conflicts. How do climate change-linked issues fit into your scholarship?

A: I never saw myself as a climate researcher, but a number of years ago, heavily influenced by what I was learning at MIT, I began to recognize more and more how important the issue of climate change is. And I realized there were lots of ways in which the climate problem resonated with other kinds of problems I had tackled in earlier parts of my work.

There was once a time when climate and the environment was the purview primarily of white progressives: the “tree huggers.” And that’s really changed in recent decades as it has become evident that the people who've been most affected by the climate emergency are ethnic and racial minorities. We saw with Hurricane Katrina and other places [that] if you are Black, you’re more likely to live in a vulnerable area and to just generally experience more environmental harms, from pollution and emissions, leaving these communities much less resilient than white communities. Government has largely not addressed this inequity. When you look at American survey data in terms of who’s concerned about climate change, Black Americans, Hispanic Americans, and Asian Americans are more unified in their worries than are white Americans.

There are analogous problems in Africa, my career research focus. Governments there have long responded in different ways to different ethnic groups. The research I am starting looks at the extent to which there are disparities in how governments try to solve climate-related challenges.

Q: It’s difficult enough in the United States taking the measure of different groups’ perceptions of the impact of climate change and government’s effectiveness in contending with it. How do you go about this in Africa?

A: Surprisingly, there’s only been a little bit of work done so far on how ordinary African citizens, who are ostensibly being hit the hardest in the world by the climate emergency, are thinking about this problem. Climate change has not been politicized there in a very big way. In fact, only 50 percent of Africans in one poll had heard of the term.

In one of my new projects, with political science faculty colleague Devin Caughey and political science doctoral student Preston Johnston, we are analyzing social and climate survey data [generated by the Afrobarometer research network] from over 30 African countries to understand within and across countries the ways in which ethnic identities structure people’s perception of the climate crisis, and their beliefs in what government ought to be doing. In largely agricultural African societies, people routinely experience drought, extreme rain, and heat. They also lack the infrastructure that can shield them from the intense variability of weather patterns. But we’re adding a lens, which is looking at sources of inequality, especially ethnic differences.

I will also be investigating specific sectors. Africa is a continent where in most places people cannot take for granted universal, piped access to clean water. In Cape Town, several years ago, the combination of failure to replace infrastructure and lack of rain caused such extreme conditions that one of the world’s most important cities almost ran out of water.

While these studies are in progress, it is clear that in many countries, there are substantively large differences in perceptions of the severity of climate change, and attitudes about who should be doing what, and who’s capable of doing what. In several countries, both perceptions and policy preferences are differentiated along ethnic lines, more so than with respect to generational or class differences within societies.

This is interesting as a phenomenon, but substantively, I think it’s important in that it may provide the basis for how politicians and government actors decide to move on allocating resources and implementing climate-protection policies. We see this kind of political calculation in the U.S. and we shouldn’t be surprised that it happens in Africa as well.

That’s ultimately one of the challenges from the perch of MIT, where we’re really interested in understanding climate change, and creating technological tools and policies for mitigating the problem or adapting to it. The reality is frustrating. The political world — those who make decisions about whether to acknowledge the problem and whether to implement resources in the best technical way — are playing a whole other game. That game is about rewarding key supporters and being reelected.

Q: So how do you go from measuring perceptions and beliefs among citizens about climate change and government responsiveness to those problems, to policies and actions that might actually reduce disparities in the way climate-vulnerable African groups receive support?

A: Some of the work I have been doing involves understanding what local and national governments across Africa are actually doing to address these problems. We will have to drill down into government budgets to determine the actual resources devoted to addressing a challenge, what sorts of practices the government follows, and the political ramifications for governments that act aggressively versus those that don’t. With the Cape Town water crisis, for example, the government dramatically changed residents’ water usage through naming and shaming, and transformed institutional practices of water collection. They made it through a major drought by using much less water, and doing it with greater energy efficiency. Through the government’s strong policy and implementation, and citizens’ active responses, an entire city, with all its disparate groups, gained resilience. Maybe we can highlight creative solutions to major climate-related problems and use them as prods to push more effective policies and solutions in other places.

In the MIT Global Diversity Lab , along with political science faculty colleague Volha Charnysh, political science doctoral student Jared Kalow, and Institute for Data, Systems and Society doctoral student Erin Walk, we are exploring American perspectives on climate-related foreign aid, asking survey respondents whether the U.S. should be giving more to people in the global South who didn’t cause the problems of climate change but have to suffer the externalities. We are particularly interested in whether people’s desire to help vulnerable communities rests on the racial or national identity of those communities.

From my new seat as director of the Center for International Studies (CIS), I hope to do more and more to connect social science findings to relevant policymakers, whether in the U.S. or in other places. CIS is making climate one of our thematic priority areas, directing hundreds of thousands of dollars for MIT faculty to spark climate collaborations with researchers worldwide through the Global Seed Fund program. 

COP 28 (the U.N. Climate Change Conference), which I attended in December in Dubai, really drove home the importance of people coming together from around the world to exchange ideas and form networks. It was unbelievably large, with 85,000 people. But so many of us shared the belief that we are not doing enough. We need enforceable global solutions and innovation. We need ways of financing. We need to provide opportunities for journalists to broadcast the importance of this problem. And we need to understand the incentives that different actors have and what sorts of messages and strategies will resonate with them, and inspire those who have resources to be more generous.

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Europe’s wobbling ev mandate will force hard choices.

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Decline in carbon dioxide emissions in Europe.

Europe wants to force its citizens to buy only electric vehicles. The trouble is, EVs are too expensive to generate the kind of mass market sales required as sales of new internal combustion engines between now and 2035 are gradually outlawed.

The question is, where will all these sales come from?

The European Union and the British government find themselves between a rock and a hard place. Local auto manufacturers haven’t the capacity to reach these targets, but the Chinese do. If utopian climate-saving carbon-dioxide cutting targets for 2035 are to be met with the help of cheaper Chinese EVs, this could deal an existential blow to European automakers. To save the European industry by diluting CO2 requirements would mean a loss of political face. An added complication is June’s elections for the European parliament. Some centre-right politicians are running on “save our ICE cars” platforms.

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There’s another troubling complication. The EU is looking at charges China has been illegally subsidizing EV sales to Europe, and a decision soon on raising import tariffs is expected. But curbing Chinese EV imports could prod China into tit-for-tat action against Germany’s big interests there.

Reuters put the problem this way when describing a similar dilemma in the U.S.

“The Biden administration’s plan to slap heavy new tariffs on Chinese electric vehicles and batteries would provide temporary protection for U.S. auto jobs (but) potentially at the expense of White House efforts to fight climate change by accelerating U.S. EV adoption”.

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Current sales of EVs in Europe have stalled at just over 2 million a year, as early adopters and corporate purchasing peaked out. Schmidt Automotive Research said during the opening third of 2024 Western Europe EV market share stalled at 14.4% compared with the same period last year, according to its provisional data. Other leading market forecasters still expect sales to explode and reach close to 9 million in Europe by 2030, a rate of growth that isn’t fast enough to reach the EU and Britain’s target of close to an 80% market share.

In Britain, automakers' EV sales must account for 22% of overall sales this year, rising to 25% in 2025, 33% in 2026, 38% in 2027, 52% in 2028, 66% in 2029, 80% in 2030 and 100% in 2035. In the EU a roughly similar program to outlaw ICE vehicles is defined by fleet carbon dioxide emissions.

Stellantis CEO Carlos Tavares recently criticized Britain’s EV quotas. EVs currently hold about 15-1/2% of the market there compared with the government mandate of 22%. Companies face a £15,000 ($19,000) fine for every ICE sale above the quota. Tavares said last month Stellantis's local brands like Citroen, Vauxhall and Peugeot would not sell ICE cars and lose money. This reaction is likely to be repeated across Europe.

BMW CEO Oliver Zipse has called for changes in the 2035 ban on the sale of new ICE vehicles and wants to use taxes to incentivize cuts in CO2 emissions.

UBS cut its forecast for European EV sales to 8.3 million in 2030 compared with its previous estimate of 9.6 million. Investment researcher Jefferies has forecast sales of EVs in Europe will rise to 8.9 million in 2030 for a market share of 65% versus 16% now. Schmidt Automotive Research says EV sales in Western Europe will reach 8.4 million or 60% of the overall market by 2030, compared with just under 2 million in 2023 (16.9%).

The EU adopted this zero-new-ICE-cars-by-2035 decision a year ago, and it must have been aware that Chinese automakers had a huge lead in making world-class EVs. It’s not clear how the politicians expected EV market share to go from 22% to 80% in seven years. Cynics say the plan ignores the theory of unintended consequences and will harm the local auto industry, transfer big benefits to China, and have no impact on the climate. As an election approaches, accusations the plan threatens to make personal transport affordable only for the rich could have negative political consequences.

British-based auto analyst Charles Tennant said the plan will indeed cause turmoil for the industry.

“Already the government target for EV sales of 22% in the U.K. and EU is under threat, amid a global slowdown of EV sales, as customers seemingly turn their backs on electric technology in favor of their beloved internal combustion engine cars – although hybrid vehicle sales are maintaining some momentum – and this puts the 80% U.K./EU target of EV sales by 2030 at serious threat,” Tennant said in an email exchange.

“In the U.K. just 15.2% of new cars registered in March were EVs, down from 16.2% last year, and even this was predominantly fleet sales (30% up) as more people take advantage of the lower tax breaks enjoyed by EV company cars. In growth terms EVs increased by a paltry 4% in the U.K. in March, whereas hybrids surged by 20% in a market that grew by 10.4%. Manufacturers are now beginning to feel this pain as Tesla and the Chinese companies have reported a big fall in their Q1 sales, and legacy manufacturers are reining-in on lofty ambitions to go all-electric between 2030 to 2035,” Tennant said.

Ford Motor, once eager to lead Europe in banning ICE power by 2030, is now hedging its bets. Others who jumped on the anti-ICE bandwagon may face similar embarrassment.

Matt Schmidt of Schmidt Automotive Research says the drive towards zero emissions in 2035 will soon be kickstarted by extended hybridization, and improved plug-in hybrids with EV-only range of more than 60 miles. The industry in the EU is currently pausing EV efforts ahead of the next increase in fleet emissions targets next year. There will also be changes in company car taxation penalizing ICE cars. Big cities will increasingly ban ICE access while insisting taxi services will be electrified.

Signs indicating Ultra Low Emission Zone (ULEZ) on a street in London.

“That should be enough to get them over the finish line,” Schmidt said.

Ben Nelmes, CEO of New AutoMotive, an independent transport research organization with a mission to support the switch to electric vehicles, acknowledges the magnitude of the challenge, but said it is possible if the EU stands behind its plan.

“Any outlook to 2030 would be highly uncertain, and these forecasts look very stretching, but if the EU sticks to its guns then they are eminently achievable. 2030 is a fair way off and carmakers despite problems in recent months can be very nimble,” Nelmes said in an interview.

The elections in June might undermine the EU’s plan. Some centre-right groups want to reverse the ban on the sale of all new ICE vehicles by 2035. Could this derail the plan?

“I don’t think it would do that. There is an increase in parties not in favor of 2035 (CO2 rules) and the EU may have to make compromises, but political negotiations are hard to predict. The elections could be quite consequential for the EV transition in Europe,” Nelmes said.

Nelmes didn’t expect the EU to raise import tariffs on Chinese EVs, now standing at 10%. German investments in China made that unlikely because of the fear of retaliation while raising tariffs would penalize European consumers who wanted to embrace the switch to EVs. Nelmes expected more cooperation between European and Chinese manufacturers.

BYD of China has already announced plans to make cars in Hungary. Multi-brand giant Stellantis has agreed to sell EVs made by Leapmotor of China, in which it holds a 20% stake, and may assemble some under license.

CEO of auto giant Stellantis Carlos Tavares attends a joint media event by Stellantis and Leapmotor ... [+] in Hangzhou, in eastern China's Zhejiang province on May 14, 2024. A joint venture by Stellantis and Leapmotor will start shipping cars to Europe in September, executives said on May 14. (Photo by -/AFP via Getty Images)

Tennant agrees that more deals with Chinese companies are likely but the EU has a big decision to take on the tariff issue.

“We can expect to see collaboration. Stellantis has already formed a joint venture with the Chinese car maker Leapmotor to sell compact city cars at a sub €20,000 ($21,700 after tax) price point. This leaves the EU in a quandary where if it follows suit with the U.S. and imposes punitive tariffs on Chinese EV imports to protect legacy manufacturers then it will just be adding another stimy to their aim for EV take up by private mass market customers. It’s all becoming a perfect storm,” Tennant said.

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